How to Integrate Chaser with QuickBooks?
Chaser is an accounts receivable automation software that helps businesses in automating invoice payment reminders, improve cash flow, and enhance customer relationships. It enables businesses to set up automated reminders and follow-ups for overdue invoices, ensuring timely payment and minimizing the need for manual intervention. These reminders can be personalized and scheduled according to each customer’s preferences and payment history, thus increasing the chances of prompt payment. Additionally, it provides a customer portal and offers multiple, flexible payment options including instant card payments, bank transfers, and direct debit, enabling them to make payments from anywhere. In this article, we will explain how to integrate Chaser with QuickBooks.
What Are the Advantages of Integrating Chaser with QuickBooks?
Here are the benefits of integrating Chaser with QuickBooks.
- Automatically synchronizes invoices with QuickBooks.
- Provides insights into customers’ payment behavior and enables users to alter credit limits, and payment terms, or enforce partial payments based on the customer information.
- Automates SMS invoice payment reminders using customizable templates and workflow schedules.
- Allows users to create multiple reminder schedules at different intervals throughout the invoicing process, which can be tailored to different customer groups.
How to Integrate Chaser with QuickBooks?
Following are the steps for integrating Chaser with QuickBooks Online.
- Log into your Chaser account.
- An initial integration page will appear, allowing you to choose your accounting software. Click on “QuickBooks Online”.
- Click on “Connect with QuickBooks Online”.
- A QuickBooks Online page will appear, prompting you to log into your QuickBooks Online account.
- Once logged in, choose the organization you want to connect to Chaser.
- Click on “Allow access.”
- Choose Chaser account settings according to your requirements.
Apps4Rent Can Help with Chaser and QuickBooks Integration
By integrating Chaser with QuickBooks, businesses gain better visibility into their accounts receivable and cash flow with real-time insights and analytics on outstanding invoices, payment trends, and collection performance. This helps businesses identify bottlenecks, prioritize collections, and make data-driven decisions to improve their overall cash flow management.
As an Intuit Authorized Hosting Provider, Apps4Rent provides QuickBooks cloud hosting services from top-tier SSAE 16 certified data centers located in New York and New Jersey and can help in integrating QuickBooks with third-party applications such as Chaser at no extra cost. Call, chat, or email our experienced cloud consultants available 24/7 for inquiries.
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