Akita provides a Customer Success solution that works with QuickBooks

QuickBooks In Brief
Founded 1983
Founder(s) Scott Cook and Tom Proulx
Headquarters Mountain View, California, USA
Price From $0 USD
Website Visit 
Company Profile

QuickBooks

QuickBooks is an accounting software solution for small businesses, enterprises, and accountants. The product features include invoicing, payments, receipts, sales and expense tracking, payroll, data syncing. QuickBooks also provides the ability to work with an accountant. QuickBooks provides an online mobile app for the iPhone, iPad, and Android that syncs across devices. QuickBooks also provides add-ons for payroll, payments, advanced inventory, Point-Of-Sales (POS), financing, Demandforce and American Express OPEN.

QuickBooks integrates with other applications such as TSheets Time Tracking, Bill.com, eCC Cloud and SOS Inventory. QuickBooks has millions of customer worldwide.

Data Retrieved

Information We Request

When you connect QuickBooks with Akita, we automatically collect information on the following:

Organization Every 2 hours
Invoice Every 2 hours
Transaction Every 2 hours
Connection Instructions

How to Connect QuickBooks and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select QuickBooks from the list of available integrations.

QuickBooks

  • Click the link to begin the connection process.

Connect

  • Within QuickBooks follow the prompts to approve the Akita integration.
  • That's it – all done!
Integration Results

Your QuickBooks Customer Data in Akita

  • Once connected, your Akita account will begin populating with your QuickBooks data.
Bresler's Ice Cream

Invoice Created

  • Invoice Number A2D1234567
  • Amount 99
  • Currency USD
  • Date Issued 14 December 2018 @ 07:08 PM
  • Date Due 19 December 2018 @ 07:08 PM
  • Status Due
Created on 14 December 2018 @ 07:08 PM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your QuickBooks account, and from your other business tools.
Renewal QuickBooks Within Within 30 Days 30 Days AND +
MRR Chargebee More Than > $1000 1K AND +
Ticket Zendesk Status Status Open Open

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating QuickBooks with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Thank you for your interest in Akita!
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Have questions about how Akita Integrates with QuickBooks?

We'd love to hear them! Just email us at hello@akitaapp.com.