Arrow pointing right

Connect Quickbooks to Touchsms like Magic

How to Use Magical to Transfer Data from Quickbooks to Touchsms
Install Magical
Connect your apps with ease

Transfer Data from Quickbooks to Touchsms: A Step-by-Step Guide

With Magical, you can transfer data from Quickbooks to Touchsms 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 Quickbooks to Touchsms, helping you streamline your financial and communication processes.

Get Magical for Free

More Quickbooks integrations with Magical

What Quickbooks data can you transfer

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

Invoice Number
Customer Name
Amount Due
Due Date
And move more types of information by creating your own custom labels.

How to Transfer data from Quickbooks to Touchsms using Magical?

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

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

About Quickbooks and Touchsms

Efficient communication in financial management is crucial to maintaining customer satisfaction. Quickbooks is a powerful financial management platform and Touchsms is a robust communication solution. Combining the capabilities of these two platforms can significantly enhance your financial communication efforts. By leveraging Magical, you can easily move information from Quickbooks to Touchsms, allowing you to focus on resolving financial issues and improving customer satisfaction.

Other ways to connect Quickbooks and Touchsms

Using Zapier

Zapier provides a seamless connection between Quickbooks and Touchsms, 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 Quickbooks and Touchsms is by directly utilizing their APIs. By integrating both APIs, you empower finance and communication teams with real-time customer insights, fostering improved communication and a superior customer 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 Quickbooks and transfer data directly to Touchsms. The extension is designed to simplify the process of data collection by automating the extraction of information from Quickbooks. 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.

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews