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Connect Keap to Quickbooks like Magic

How to Use Magical to Transfer Data from Keap to Quickbooks
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Transfer Data from Keap to Quickbooks: A Step-by-Step Guide

With Magical, you can transfer data from Keap to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Keap to Quickbooks, helping you streamline your financial management and optimize your business processes.

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More Keap integrations with Magical

What Keap data can you transfer

Magical enables you to transfer a wide array of data from Keap to Quickbooks. Here are some examples of the information you can extract:

Contact Name
Email
Company
Phone Number
And move more types of information by creating your own custom labels.

How to Transfer data from Keap to Quickbooks using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Keap to Quickbooks for more efficient financial management. Follow these steps:

  1. Sign in to your Keap account and open the invoice containing the data you want to transfer, such as customer name, invoice number, payment status, and total amount.
  2. In Keap, label the information you want to transfer with Magical, like Customer Name, Invoice Number, Payment Status, or Total Amount.
  3. Sign in to your Quickbooks account and open the record where you want to add the Keap data.
  4. Type "//" in an empty field and select the information you want to transfer from Keap such as Customer Name, Invoice Number, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Keap and Quickbooks

Efficient financial management is crucial to maintaining a successful business. Keap is a powerful customer relationship management (CRM) platform and Quickbooks is a robust accounting solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Keap to Quickbooks, allowing you to focus on growing your business.

Other ways to connect Keap and Quickbooks

Using Zapier

Zapier provides a seamless connection between Keap and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Keap and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower your business with real-time financial insights, fostering improved decision making and a superior business experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Keap and transfer data directly to Quickbooks. The extension is designed to simplify the process of data collection by automating the extraction of information from Keap. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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