Paid up before the renewal call
See whether a customer's last invoices are paid before you get on a call about renewing.
Go Fig + QuickBooks
Go Fig reads QuickBooks so you can see whether a customer has paid, check a closed deal against its invoice, and draft the invoice at close.
Key facts
What you can do with QuickBooks in Go Fig
When a deal closes, someone has to invoice it. When a renewal comes up, you want to know the customer paid last time. Go Fig brings your QuickBooks invoices, payments, and customers in next to your deals. Its agents can draft an invoice, estimate, or new customer record in QuickBooks. Every one of those waits for your OK before it goes in.
Closed deal against its invoice
Check that what was invoiced in QuickBooks matches the deal you closed, line for line.
Draft the invoice at close
When a deal closes, an agent drafts the invoice in QuickBooks. It waits for your OK in your Feed.
What Go Fig reads from QuickBooks
How to connect QuickBooks
Sign in with QuickBooks
Connect QuickBooks in Go Fig and sign in with your Intuit account (OAuth). Pick the QuickBooks company you want Go Fig to use.
Let the first sync finish
Go Fig brings in past records on the first connection, then keeps them current. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Set how often it updates
It updates once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Decide what agents can draft
Agents can create invoices, bills, estimates, customers, vendors, items, and journal entries, and update or look them up. Each one waits for your OK before it is written to QuickBooks.
Questions about Go Fig + QuickBooks
Can I see whether a customer paid before a renewal call?
Yes. Invoices and payments come in from QuickBooks, so you can ask Celeste, Go Fig's AI analyst, whether a customer is paid up before you reach out.
Can Go Fig create the invoice when a deal closes?
Yes. An agent can draft the invoice in QuickBooks from the closed deal. It waits for your OK in your Feed, and nothing is written until you approve it.
What can Go Fig write to QuickBooks?
Invoices, bills, estimates, customers, vendors, items, and journal entries. It can create them, update them, and look them up. Every one waits for your OK first.
How often does the QuickBooks data update?
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Where is our QuickBooks data kept?
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Ready to connect QuickBooks?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.