The books beside the rest of the business
Revenue, expenses, and bank activity from QuickBooks share a dashboard with your sales and operations numbers, instead of living in a separate export each month.
Go Fig + QuickBooks
Go Fig reads QuickBooks so your books sit beside the rest of the business in dashboards and reports, and drafts invoices that wait for your OK.
Key facts
What you can do with QuickBooks in Go Fig
QuickBooks holds your books, but the questions an owner asks run across systems: what is still unpaid, where spending went by class, and whether revenue is keeping pace with what sales closed. Go Fig brings your QuickBooks accounts, invoices, bills, payments, and bank activity into one private home with your CRM and other systems. Leadership reads it in dashboards and scheduled reports, or asks Celeste, Go Fig's AI analyst, in plain English. When a deal is won, the Won-deal kickoff agent drafts the invoice in QuickBooks, and agents can also draft estimates, bills, and customer records. Every one of those waits for your OK before it goes in.
Who owes you, and for how long
Open invoices and the payments against them come in from QuickBooks, so a scheduled report shows what is unpaid and how old it is.
The invoice drafted when a deal is won
When a deal is marked won in your CRM, the Won-deal kickoff agent drafts the invoice in QuickBooks from it. 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
What can our leadership see from QuickBooks in Go Fig?
Revenue, expenses, bank activity, open invoices, and payments, in dashboards and scheduled reports next to your CRM and other systems. Your team can also ask Celeste, Go Fig's AI analyst, about the books in plain English, such as whether a customer is paid up.
Can Go Fig create the invoice when a deal closes?
Yes. The Won-deal kickoff agent drafts 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.