SoftwareX Connector for QuickBooks Online
By SoftwareX
Join the 10,000+ businesses using Smartsheet and QuickBooks to increase their financial performance
The "Add Smartsheet Control Integration" automates data connectivity in Smartsheet at scale. When a Control Center blueprint provisions a sheet, the Connector can be easily configured to integrate relevant data for each project, eliminating the need for manual configuration every time a new sheet is created. With this feature, users can manage projects and portfolios with connected data, allowing them to stay on top of deadlines, budgets, and other important project metrics. Additionally, it provides real-time visibility and insights into the project status, enabling users to make better decisions and take proactive actions.
Imagine that you have a monthly financial report that needs to be completed on a specific day or a tracking process that needs data synchronized to Smartsheet in near real-time. With the SoftwareX Connector, you can automate your data to synchronize based on specific cadences, saving time and reducing the likelihood of errors in data entry and analysis.
The workflow experience and features are designed to help users quickly create and customize sheets and solutions that meet their unique business needs. These features save time and effort by allowing users to map system fields to Smartsheet columns and configure data flow direction without the need to write or maintain any code. This helps users to standardize their templates, reduce manual work, and automate data connectivity.
Administrative control provides greater visibility and control over users and their access to sensitive information within the Smartsheet platform once your data is connected. With administrative control, you can ensure that the right people have access to the right information while keeping sensitive data secure. This feature enables administrators to authenticate permissions between systems and control user access to the connector.
Connecting Smartsheet To QuickBooks Can Help You Manage Your Finances in Real Time
Key Features
- Connect your project management data in Smartsheet to your financial data in QuickBooks
- Improve collaboration between your operations and finance teams
- Better understand your financial trends and patterns to identify new growth opportunities
- Enhance your forecasting and budgeting capabilities
- Reduce risk of errors and inaccuracies in financial data