Freelancers using Quickbooks in TampaFreelancers using Quickbooks in Tampa
ProjectsPeople
Terence Sleap's avatar
Terence Sleap
Keystone, USA
CFO & Accountant | Clarity, Profitability & Scalable Success
CFO & Accountant | Clarity, Profitability & Scalable Success
Cover image for Bookkeeping Services for Small Businesses
Bookkeeping Services for Small Businesses
1
86
Cover image for Transforming the Month-End Close Process
Transforming the Month-End Close Process
0
16
Cover image for Comprehensive Financial Reporting Implementation
Comprehensive Financial Reporting Implementation
0
30
Cover image for ERP Implementation
ERP Implementation
0
7
Quickbooks(1)
Jasmine Mack's avatar
Jasmine Mack
pro
Tampa, USA
Fractional Ops Manager · AI Automation · App Builds
New to Contra
Fractional Ops Manager · AI Automation · App Builds
Cover image for Zapier: QuickBooks → Inventory →
Zapier: QuickBooks → Inventory → CRM This is your most complex one and honestly your most impressive. When a new QuickBooks invoice is created it triggers a 4-step chain — creates a sales order in Zoho Inventory, then finds the matching module in Zoho CRM, then creates a deal entry. Three tools talking to each other automatically. Good for: e-commerce sellers, product businesses managing inventory and accounting simultaneously.
0
31
Cover image for Signl Cycle-full stack web app
Signl Cycle-full stack web app for women to track their cycle
0
8
Cover image for Zoho Flow: Application → CRM
Zoho Flow: Application → CRM Contact/Lead This is your smartest logic flow. When someone submits an application it checks — does this person already exist as a lead? If yes, convert them to a contact. If no, create a brand new contact. The decision branch is what makes this impressive — it's not just logging data, it's making a judgment call automatically. Good for: service businesses, membership programs, any business with an application or intake process.
0
34
Cover image for Zoho Flow: Order Form →
Zoho Flow: Order Form → CRM Deals Pipeline When a client submits an order form, this flow fetches their contact in Zoho CRM and creates a module entry in the deals pipeline automatically. It's a real-time running log of every order received — no manual entry needed. Good for: any business taking orders through a form who needs CRM visibility.
0
29
Quickbooks(1)