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ECOSYSTEM INTEGRATIONS

CONNECT YOUR BUSINESS.

Tree Life 360 integrates seamlessly with the world's leading platforms to automate every part of your workflow.

🟢

QuickBooks Online

Intuit

Overview

Real-time bidirectional synchronization between Tree Life 360 and your QuickBooks Online account.

Key Features

Automatic customer creation and mapping
Instant invoice and payment sync
Chart of Accounts integration
Conflict resolution management

Data Mapping

  • Customers ↔ Clients
  • Invoices ↔ Invoices
  • Payments ↔ Payments
  • Products/Services ↔ Service Templates

Setup Flow

01

Navigate to Owner Profile > Integrations

02

Click "Connect to QuickBooks"

03

Sign in to your Intuit account

04

Authorize Tree Life 360 access

05

Complete the Field Mapping wizard

🏦

Bank Reconciliation

Plaid

Overview

Connect over 11,000 financial institutions to automatically sync transactions and balance your books.

Key Features

Daily automatic transaction sync (2 AM)
Intelligent transaction matching
Automated match rules
PDF/Excel reconciliation reports

Data Mapping

  • Bank Transactions → GL Entries
  • Merchant Names → Vendor Records
  • Statement Balances → Reconciliation Periods

Setup Flow

01

Navigate to Accounting > Bank Accounts

02

Click "Connect Bank Account"

03

Search for your institution via Plaid

04

Securely enter your banking credentials

05

Select the accounts you wish to sync

💳

Online Payments

Stripe

Overview

Accept Credit Card and ACH payments directly from your estimates and invoices with Stripe Connect.

Key Features

One-click payment links for customers
Instant payment status updates
Secure tokenized card storage
Automated payment receipts

Data Mapping

  • Stripe Charges → Invoice Payments
  • Refunds → Credit Memos
  • Payouts → Bank Deposits

Setup Flow

01

Navigate to Owner Profile > Payments

02

Click "Connect with Stripe"

03

Complete the Stripe onboarding flow

04

Verify your business information

05

Enable ACH or Card payments in settings