Streamlined's 2-way sync with QuickBooks Online means you can sell at scale — without getting slowed down by manual reconciliation and dual data entry
Get advanced invoicing and AR functionality that plugs right into your current operations: automated invoicing and reconciliation, recurring billing, flexible payment options, custom terms, customer groups, bulk invoicing, and more.
With Streamlined, you can accept all kinds of payments from your B2B customers, including ACH, check, credit and debit card, and wire transfer.
Streamlined automatically reconciles every B2B payment as soon as it comes through — even when your customers pay by check or send bulk payments — and keeps your QuickBooks account up-to-date in real time.
Streamlined makes customer onboarding fast and easy. New customers can add their details right into a simple, intuitive onboarding form, which then syncs into QuickBooks.
A real-time, two-way integration keeps information flowing seamlessly between Streamlined and QuickBooks. Invoices, payments, receivables, customers — we'll keep it all up to date and synced.
Have questions? We have answers.
What is Streamlined Invoicing?
Streamlined Invoicing is a cutting-edge solution designed to simplify and optimize the invoicing process for businesses. It offers a user-friendly platform that streamlines B2B invoicing, allowing you to create, send, and manage invoices effortlessly. With automated features, customizable templates, and diverse payment options, Streamlined Invoicing helps you enhance efficiency, reduce manual work, and ensure a seamless invoicing experience for both you and your customers.
Who can use Streamlined?
Streamlined is designed to cater to a wide range of businesses, from small startups to fast-growing scale ups. Whether you're an e-commerce store owner, a B2B SaaS provider, or any business dealing with invoicing, Streamlined offers practical and effective solutions to streamline your financial operations.
How is Streamlined different from other invoicing solutions?
Streamlined stands out from other invoicing solutions due to its comprehensive approach to B2B invoicing and accounts receivable management. Unlike traditional invoicing tools, Streamlined offers automated features like intelligent payment matching, seamless ERP integration, and effortless reconciliation. The platform is tailored to address the specific needs of businesses, providing a user-friendly interface while ensuring accuracy, security, and efficiency throughout the invoicing process.
Does Streamlined invoicing support ACH and offline payments?
Absolutely! Streamlined Invoicing supports a variety of offline payment options, including ACH (Automated Clearing House) for secure and direct electronic bank transfers, paper check for traditional offline payments, and wire transfers for quick and efficient transactions. Additionally, Streamlined offers automated reconciliation, simplifying the process of matching payments with invoices, which saves you time and reduces the chances of errors.
What payment options do my buyers get?
Your B2B buyers can enjoy a range of convenient payment options with Streamlined. From credit card payments, ACH transfers, paper checks to wire transfers and more, we provide a seamless and flexible payment experience to cater to diverse preferences.
Can I sync invoices and payments automatically with QuickBooks?
Yes, the Streamlined integration with QuickBooks allows for automatic synchronization of payments and invoices. This feature reduces manual data entry and enhances accuracy.
What Data is Synced with QuickBooks?
The integration syncs key financial data, including customer information, invoices, payments, and transaction details. This ensures consistency and accuracy across both platforms.
How can I customize my invoices?
Personalizing your invoices is effortless with Streamlined. You can easily incorporate your brand colors and logo for a professional touch. Moreover, you have the option to include additional details such as PO Number, SKU, UPC, shipping, tracking, and other specifications to align with buyer requirements and general invoicing standards. Create tailored invoices that perfectly reflect your brand and meet all your business needs!
Can I invoice international buyers?
Absolutely! Streamlined enables you to send invoices to customers around the globe and receive payments via International Wire. Stay tuned, as we're also working on adding support for multiple currencies and corresponding local banking options to enhance your invoicing experience further.
How can I import an invoice via email or PDF?
It's a breeze! To import your invoice via email or PDF, just forward it to email@example.com. Alternatively, you can upload the invoice directly from the app, and Streamlined will take care of the rest. It's as easy as that – no hassle, no complications!