6/13/2024 Release Notes: Payment tracking via QuickBooks integration or manual entry, import Quotes from DataBot

In this release, we have added a payment tracking feature that helps you keep track of your invoices and the ability to import quotes with DataBot!

Track Payments with Manual Entry and QuickBooks Online

Centralize your invoice and payment management in Rose Rocket with the new payment tracking features. Keep track of invoice payments and the remaining invoice balance via manual entry or with QuickBooks Online payment sync.

How it works: Click here to learn more.

Availability: Manual tracking is available to free and paid customers with Account Receivables - Tier 0. Payment sync from Quickbooks Online is available to paid customers with Account Receivables - Tier 1.

Import Quotes with DataBot

Quote documents and details can now be automatically imported into Rose Rocket to reduce manual entry. This means we now support any PDF (scans included), JPEG images, and PNG in app for quote import. This OCR functionality automates almost all aspects of quote entry - giving you time back to focus on more important tasks!

How it works: Click here to learn more

Availability: Available to all customers with Orders - Tier 0 and Quotes - Tier 0.