Bring your QuickBooks accounting info inside SuiteCRM

August 10, 2017

As your company started to evolve, your businesses will expand to new segments. In the process, you may acquire many new customers, invest in new sales & marketing channels and may engage in extensive financial operations. When your business rapidly grows in this scenario, you may find it difficult to work in a siloed application landscape where one system to manage the customer relationship and a different one to manage the accounting and this may to lead to some troubles.

Quickbooks-SuiteCRM-Intregration

Business using these kind of fragmented system may at the risk of missing some of the consolidated information that is essential in satisfying the customer needs. Because, when using different applications, it is possible to have multiple database each with a different information about the same customer and thereby missing some of the essential information. Hence your salespeople will lack the much-needed visibility at the point of contact with the customers and finally, this will affect the company’s profitability and growth. But with QuickBooks SuiteCRM Integration, you can efficiently handle these situations.

By integrating your accounting software QuickBooks and SuiteCRM you can further maximize your business efficiency by gaining a better insight about all your customer as well as accounting information in a unified view.

Keep your records up-to-date

With the 2-way sync of Contacts, Invoice, Products, Quotes between your SuiteCRM and QuickBooks, you can keep your records more optimized. By combining your sales and accounting info you can better understand your product sales analytics.

Automated and manual sync

If your data undergoes periodic updations, manually updating the data in your CRM and QuickBooks will be a daunting task. With QuickBooks SuiteCRM integration, you can easily do this based on CRON, without any manual intervention. As well as, you can also efficiently sync all your existing records in just a single click.

Audit Logs

With QuickBooks SuiteCRM integration, you can keep track of your complete sync information. With the more detailed and exact info, you can efficiently analyse the data in case of sync failures.

To know more about QuickBooks SuiteCRM Integration, kindly visit our page.

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