No double data entry – There is a lot of information overlap between sales, order fulfillment, accounting and customer service teams as a prospect moves along the journey from being a lead to a long-term paying customer. Handling your leads in a CRM helps you keep your QuickBooks data clean and accounting more accurate.ģ. Cleaner QuickBooks – If you manage every prospect or lead to whom you have sent estimates in QuickBooks, it will create a lot of junk data and clutter up your QuickBooks. You can then use this data from QuickBooks in your CRM for follow-ups, reminders, customer service and business process automation.Ģ. You can continue to use QuickBooks for accounting, and at the same time see theĬustomer details, products, invoice and payment information directly in your CRM. Once you integrate Intuit QuickBooks and your CRM together, there can be a freeĮxchange of data between the two software applications. Integrating it with a CRM helps you unlock the precious customer data that is locked inside QuickBooks and use it from the CRM to drive sales and customer engagement. The main objective for the integration is not to do better accounting (although there is a high chance of that happening), it is to make more sales and grow revenue.Īs I mentioned in the beginning of this guide, QuickBooks was built to manage financial and accounting, not for sales or customer management. So that you can increase sales and grow your business. Here is the most important reason of all: Well, if you don’t care, you probably should. Why integrate your accounting software with CRM? It was not built to manage every area of your business.So, just like you don’t expect a server to also be the chef and dishwasher it’s also unrealistic to expect your accounting software to manage all areas of your business." "QuickBooks was created to provide you with a robust understanding of your small business financial. It should not be used to manage your leads, customers or drive sales.Īccording to this blog on Intuit website, Quit Using QuickBooks as Your Lead Tracking Software: While I love QuickBooks, it is a software built to manage your financial and accounting. QuickBooks was not built for that purpose. It is definitely not the best software for managing your customers.Ĭustomer Relationship Management or CRM software are specialized tools that help businesses make more sales and generate more revenue. We all know that QuickBooks is the leading Accounting software for small and medium businesses.īut if you use QuickBooks you will agree with me that: You can download invoices as well.I was talking to a few small business owners the other day, and casually asked if they integrate their accounting software with their CRM, and they all looked at me like I was crazy.Īnd that is when I decided that I need to write this guide. Select QuickBooks Online in the product drop-down and choose an account.Click on Invoice List in the top right corner.Head to Admin > Integrations > Other Integrations.Invoices generated in QuickBooks Online can be accessed and downloaded from SDP MSP itself. Accessing QuickBooks Online Invoice from SDP MSP Make sure that each worklog type is created as a Service Item in QuickBooks Online. Worklog Types will be imported from Sales Items. Requests, Problems, Changes, Projects, and Tasks worklog details will be exported as an invoice statement. We can select it and add it as a new account or merge it with existing accounts. Select the product as QuickBooks, it will list all the customers from QuickBooks. You can select the periodic hours/days in which the data sync should happen between the applications.Īfter the ServiceDesk Plus MSP application is connected to an organization, initial sync can be done by mapping the accounts.
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