The money side of marketing is in your books. TruLata now reads QuickBooks Online, so collected revenue and unpaid invoices sit beside leads and ad spend.
Press Connect QuickBooks and approve TruLata in QuickBooks; the person approving needs to be a QuickBooks admin. The Revenue tab shows what you collected over the last 30 days and by month for 12 months, your recent payments and top customers, and every open invoice with how late it is, sorted into an aging table.
Every call to QuickBooks is a read. Invoices, payments and customers are changed in QuickBooks, by you or your bookkeeper.
Read the full QuickBooks page
Every detail of the QuickBooks connection, what it reads, how fresh it is and what it never changes, is on the QuickBooks integration page. The integrations page lists every other account TruLata reads.
