Levitate clients can seamlessly integrate their Levitate account with QuickBooks Online, streamlining processes and saving you time and effort.
Levitate can sync data in real-time from QuickBooks Online including client names, email addresses, physical addresses, matters, and more.
“Not only can I communicate better with clients but their calendar feature lets me schedule appointments when they make sense for both me and the client.
Their templates for engagement are timely and they allow me to make tweaks that give them a personal touch.”
“I’m happy to have become a partner with them.”
President & Founder,
Encore Tax CPA
Levitate & QuickBooks Integration User
What does the QuickBooks Online x Levitate integration do?
Levitate automatically pulls in contacts and assigns tags from QuickBooks Online twice daily, keeping your records up-to-date.
We scan QuickBooks Online for clients to create primary contacts within Levitate.
Levitate will automatically add tags to clients and reference their client status, last invoice, and overdue status.
The integration will also pull contacts who are not active clients in order to create prospecting lists. We help you keep your emails authentic with filtering and contact enhancement logic.
