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Easily integrate Smartsheet into
Quickbooks in less than 90 seconds

Boost Your Company's Financial Efficiency, Streamline Your Business Operations, and Increase Profitability

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Join the 100,000+ businesses using Smartsheet and Quickbooks to increase their financial performance




20+ Years of Integration


Smartsheet Gold Level Partner 


Connecting Smartsheet To QuickBooks Online Can Help You Manage Your Finances in Real Time

Connect Your Project Management Data in Smartsheet To Your Financial Data In QuickBooks Online

Improve Collaboration Between Your Operations Team And Finance Team

Better understand Your financial trends and patterns to identify new growth opportunities

Enhanced forecasting and budgeting capabilities

Reduced risk of errors and inaccuracies in financial data

Exceptional Quality


Administrative Control

Administrative control provides greater visibility and control over users and their access to sensitive information within the Smartsheet platform. With administrative control, you can ensure that the right people have access to the right information while keeping sensitive data secure. This feature enables administrators to manage user permissions, control access to sensitive information, and configure security settings.

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Pre Template Workflows - No Custom Coding Needed!

Templates Workflow feature enables users to quickly create and customize sheets and reports to fit their unique business needs. This feature saves time and effort in creating and editing sheets and ensures consistency in the entire project management process. It helps users to standardize the templates, reduce manual work, and streamline the project management process.

Connect to Smartsheet Control Center so you can manage project finances within Smartsheet!

The Connects to Smartsheet's Control Center feature provides users with a foundational automation engine that drives all project management in Smartsheet. This feature allows users to set up and manage projects and portfolios from a central location, which helps them stay on top of deadlines, budgets, and other key project metrics. It also provides real-time visibility and insights into the project status, enabling users to make better decisions and take proactive actions.

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Automates Routine and Repetitive Tasks

Automation allows users to automate repetitive tasks and workflows, such as sending notifications, updating data, and generating reports. This feature helps users save time and effort, reduce manual errors, and streamline their project management process. It also ensures consistency and accuracy in the entire project management process, resulting in better decision-making and improved project outcomes.

Schedule Your Workflows To Work When You Want Them Too!

Imagine that you have a monthly financial report that needs to be completed on a specific day. With SoftwareX, you can set up a workflow to automate the data transfer between Smartsheet and your accounting software, ensuring that your financial data is always up-to-dateWith SoftwareX, you can automate your financial workflows based on specific dates or times, saving time and reducing the likelihood of errors in data entry and analysis.

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Customizable financial reports and dashboards

The Smartsheet QuickBooks Connector automates routine and repetitive tasks, reducing manual data entry and improving accuracy. This saves time and increases productivity, enabling teams to focus on more value-added activities such as analyzing financial data and making informed decisions.

Advanced Workflow Logs

The Smartsheet QuickBooks Connector provides advanced workflow logs, which allow teams to track data changes and gain insights into the data transfer process. This enhances transparency and accountability, making it easier to identify and resolve issues.

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  • Product Manager to lead our SoftwareX Product Studio
    As an ideal candidate, you will have a keen eye for gaps in SaaS product offerings and the innovative mindset to fill them. You’re a highly skilled market analyst with a proven ability to strategize the full lifecycle of product production — from conception through release. You may already be a confident leader who has experience guiding cross-functional teams in the successful creation of products that improve consumer experience and grow market share. Objectives of this Role Drive the product and business-planning process across cross-functional teams of the company Analyze customer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Assess current competitor offerings, seeking opportunities for differentiation Analyze product requirements and develop appropriate programs to ensure they’re successful achieved Develop, implement, and maintain production timelines across multiple products Appraise new product ideas and strategize appropriate go-to-market plans Daily and Monthly Responsibilities Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Translate product strategy into detailed requirements for prototype construction and final product development by engineering teams Create product strategy documents that describe business cases, high-level use cases, technical requirements, revenue, and ROI Analyze market data to develop sales strategies, and define product objectives for effective marketing communications plans Collaborate closely with Sales, Consulting, and development on the development, QA, and release of products and balance of resources to ensure success for the entire organization Develop product positioning and messaging that differentiates SoftwareX and its features across primary market segments Skills & Qualifications: 8+ years of direct Smartsheet building experience 2-3 years of product management experience Bachelor’s degree in product design or engineering Strong experience in a dynamic product management role Proven experience overseeing all elements of the product development lifecycle Highly effective cross-functional team management Previous experience delivering finely-tuned product marketing strategies Exceptional writing and editing skills combined with strong presentation and public speaking skills Apply Today! Click Here to Apply
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