Seeking QuickBooks Integration Beta Users
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Seeking QuickBooks Integration Beta Users

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Want to get paid faster and guarantee your business has the necessary cash flow to stay in business? This is the opportunity for you.

Here at Funding Gates, the world’s first CRM platform for accounts receivable management, we have been spending countless hours with small business owners, traveling the country to learn more about your problems and stories. What have we learned? That getting paid is the hardest part of running your business. But after working so hard to provide the best product and service to your customers, you simply deserve to get paid. Period.

Through analytics, real-time recommendations and tools that take action on your delinquent accounts, our platform focuses on maintaining the relationship with your customers while making sure you get paid for the products & services you delivered.

The problem we’ve discovered is that, while small business accounting software packages allow you to invoice your clients, what happens next? How do you make sure your customers pay on time? How do you know when to follow up with a customer? What actions should you take to increase your chances of getting paid while still maintaining the relationship with your customer?

We are here to answer all these questions.

So how does it work? Well, for all the QuickBooks users out there – you’re the first ones who get to take a peek into our app. That’s right! Funding Gates will fully sync with your QuickBooks account. That means no more manual data entry AND you can access your accounts from anywhere, at any time.

Consider this an invitation to our exclusive group of QuickBooks beta users. If you want to get paid faster and be part of something huge that will change the way small businesses manage their receivables, join us. We’re looking for the early adopters of technology, the risk-takers, the evangelists and advocates for a solution to the problem of late paying customers.

Here are answers to some questions you may have:

What is the QuickBooks integration and what advantages does it offer?

The integration offers automatic synchronization of all your customer and invoices from Funding Gates to QuickBooks on a daily basis. This avoids the need for any manual updates or manual exports and allows you to use all of the reporting capabilities in QuickBooks.

What is involved in the beta test? Anything I need to know?

Funding Gates works with Quickbooks Online and all Windows versions 2009 and newer of Quickbooks Desktop. If you have an older version of QuickBooks, you can upgrade here and we will cover 30% of the cost after completion of the beta trial.

Is my data secure?

The data you upload to Funding Gates will be entirely “read-only”; if you wish to modify customers or invoices, you would need to modify it on Quickbooks and then sync your account again with Funding Gates. As well, Funding Gates is completed online (in the cloud), so you won’t have to download any software into your current system.

Bank-level security: Funding Gates uses the same 256-bit encryption and physical security that banks use. Our practices are monitored and verified by TRUSTe, VeriSign and Hackersafe and supported by RSA Security.

Do I qualify as a participant?

The only prerequisite to qualify as a participant is that you would need to be a business that sells goods or services to other businesses (i.e. Business-to-Business or B2B). Your customers cannot be individual consumers.

What’s the cost?

It is entirely free to use our product in beta. In fact, not only is it free but we will pay YOU. After completion of the beta, you will receive a $50 Amex Gift Card from the Funding Gates team.

I’m ready. What do you need from me?

In order to improve the features on our platform, we need your honest feedback. Some of the things we need to know:

  1. Are you able to connect your Quickbooks account with Funding Gates?
  2. Does your Quickbooks account correctly sync with Funding Gates?
  3. Does the Aging report match what you have in Quickbooks?
  4. Does the customer list and invoice details match what you have in Quickbooks?

You’ll have direct access to the beta team to share any bugs and suggestions. Your feedback is vital to the efficient, successful completion of the beta phase. We’re here to make small businesses succeed and we hope to make you part of this amazing journey.

Whom should I contact?

Please email the beta team at [email protected] to let us know your interest.

Thanks!

– The Funding Gates Team

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Get invoices paid faster. Avoid collection agency fees. Automate the entire debt colection process with Funding Gates, the world's first CRM platform for all your receivables needs.