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    Integration

    QuickBooks Integration for Effortless AR

    Connect OCTA with QuickBooks Online to supercharge your accounts receivable. Sync invoices automatically, run intelligent collection campaigns, and reconcile payments in real-time. Built for SMBs who want to get paid faster.

    OCTA
    QuickBooks

    One-click connection, zero maintenance

    Connect OCTA with QuickBooks Online in seconds. Secure OAuth authentication, automatic token refresh.

    1

    Register with OCTA

    Sign up in a few easy steps and access the platform immediately.

    2

    Connect to QuickBooks

    Authorize OCTA to securely access your QuickBooks Online data.

    3

    Sync and Go

    Once connected, OCTA and QuickBooks sync automatically with real-time updates.

    QuickBooks + OCTA = AR on autopilot

    Turn your QuickBooks data into an automated receivables machine. Less chasing, more collecting.

    Faster payment collection

    Faster payment collection

    Import invoices from QuickBooks Online and trigger automated collection workflows. Reduce DSO and improve cash flow with intelligent, timely follow-ups.

    Days Sales Outstanding

    26 ↓ 25%

    6 months
    JulAugSepOctNovDecJan
    Unified cash flow visibility

    Unified cash flow visibility

    Get a complete view of your cash position. See outstanding invoices, projected payments, and collection performance across all your QuickBooks companies.

    Cash Flow Forecast

    $4.1M +18%

    Inflow Outflow
    Jan
    Feb
    Mar
    Apr
    May
    Jun
    Smart payment reminders

    Smart payment reminders

    Set up automated reminder sequences across email, SMS, and WhatsApp. Customize by customer tier and invoice age for maximum effectiveness.

    Automated Reminder Sequence

    Active

    Email sent

    Day 1

    WhatsApp reminder

    Day 3

    SMS follow-up

    Day 7

    Final notice

    Day 14
    Automatic reconciliation

    Automatic reconciliation

    When payments arrive, they sync back to QuickBooks automatically. Match bank transactions with invoices effortlessly and keep your books accurate.

    Payment Reconciliation

    Today

    Sterling & Co

    INV-4521

    $22,400

    Auto-matched

    Westfield LLC

    INV-4522

    $15,800

    Auto-matched

    Pacific Industries

    INV-4523

    $31,200

    Pending

    Ready to upgrade your QuickBooks AR?

    Connect OCTA with QuickBooks Online and start collecting faster. Your cash flow will thank you.

    Deciding how OCTA fits with QuickBooks? Read OCTA vs QuickBooks or explore the QuickBooks alternative guide.