Tailored integrations between QuickBooks and...
- Your CRM
- Your business operating system
- Your shopping cart
Past
Projects
Past Projects
- Shopping cart transactions integrated with QuickBooks and CRM.
Automated reconciliation with credit card company.
- Generated profitability reports based on QuickBooks data and Operating System data. Reports automatically emailed to selected users.
- Combined financial data with CRM data to populate a company dashboard in real time.
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Standard integration packages for:
vTiger
Synchronization settings page added to vTiger. Changes updated automatically or
manually.
Sync:
- Accounts
- Contacts
- Product Info
- Invoices
- Service Orders
Goldmine
View QuickBooks data in Goldmine 'History' tab.
Sync:
- Accounts
- Contacts
- Product Info
- Invoices
- Payments
- Sales Orders
- Estimates
- Purchase Orders
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- Batch manipulation and merge of QuickBooks data.
- Change format (i.e. Bob Smith -> Smith, Bob)
- Split Fields (i.e. Name: Bob Smith -> First: Bob, Last: Smith)
- Merge files from multiple companies
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