Manage your Invoices, Products, and Services from CRM Directly.
QuickBooks is accounting software for small and medium-sized businesses which covers a wide range of accounting functions.
Integrating QuickBooks with Vtiger CRM helps in viewing pertinent financial information and customer details so that you can manage invoices, bills, and payments smoothly.
Features:
- Vtiger integrates with both the Desktop and Online versions of QuickBooks.
- Sync your CRM data with QuickBooks in three ways: Vtiger to QuickBooks, QuickBooks to Vtiger, and both ways.
- Automatic 2-way sync of data between Vtiger CRM and QuickBooks every time a record is updated or created.
- Sync Contacts, Products, Services, Vendors, and Invoices.
- Custom field mapping from Vtiger for the custom fields created in QuickBooks.
- Access your customers' billing status, payment details, and shared documents directly within Vtiger CRM.
- Create invoices, with just a few clicks, from a Quote or Sales order in Vtiger, then sync with QuickBooks, ensuring data accuracy.
Benefits:
- Eliminate double data entry or errors between the sales and accounting teams.
- Seamless linking of CRM and Accounting data.
- Instantly access customer accounting information from the CRM.
- Customer information with financial data helps in identifying important opportunities.
- Save time with reliable and fast data sync.
Available in these editions:
Sales Professional
Sales Enterprise
One Professional
One Enterprise
