QuickBooks is a powerful accounting software package. Import your client contacts and sync them with QuickBooks to get a single view of client work, invoices, and payments. Send up-to-date account statements from Accelo and track your opportunities, pipeline, and conversions in one simple place. Record your meeting and call notes, track your team’s performance with an intuitive dashboard, and schedule tasks to stay on top of prospects
Forecast your projects with real-time Gantt charts, milestones, and budgets, and see what’s going on from a single screen. Approve billable time spent on projects and progressively invoice your clients, while you manage your tasks, time estimates, and deadlines efficiently. Accelo’s project management software lets you easily track time as you enter notes, meetings, or send emails, and assign, update, or schedule tasks with drag-and-drop boards.
Monitor client issues and easily assign resources with workflows that make sense for you. Customize them with statuses to manage time efficiently and delight your clients. Instantly report time on the tickets you work on for fast approval and billing and create contracts to manage your ongoing services. Easily renew or roll-over balances, like recurring tasks. Create recurring invoices and email them to clients without lifting a finger.
Sync your items, accounts, and tax codes for fast invoice creation. Any new invoice you create will be pushed to QuickBooks, with any payments made in QuickBooks reflected in Accelo - automatically. Accept credit card payment with PayPal, Stripe, or Authorize.Net and receive bills electronically using the QuickBooks network. Best of all? See your cashflow in real-time