QuickBooks Online and ConnectWise integration + automation

QuickBooks Online and ConnectWise integrations couldn’t be easier with the Tray Platform’s robust QuickBooks Online and ConnectWise connectors, which can connect to any service without the need for separate integration tools.

QuickBooks Online and ConnectWise Connector Details

QuickBooks logo

QuickBooks Online

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UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
Webhook
Connector TypeTray Connector
Operations
Create accountCreate billCreate customerCreate employeeCreate invoiceCreate purchaseCreate time activityCreate vendorDelete purchaseDelete time activityDelete transferGet accountand 45 more...
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ConnectWise logo

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
List company types names DDLList contact departments DDLList contact relationships DDLList contact types DDLList contacts DDLList countries DDLList currencies DDLList custom fields DDLList invoice delivery methods DDLCreate companyCreate company typeCreate company type associationand 8 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

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