SuiteCRM QuickBooks Integration
Connect SuiteCRM with QuickBooks
SuiteCRM Quickbooks integration connects your SuiteCRM account with QuickBooks account. This integration comes of a great help when you want to sync your products, contacts, quotes as well as invoices. As it is a bi-directional synchronization, it works both ways. One can also send and get the data between SuiteCRM and Quickbooks. You can get synchronization functionality for the following:
New & Updated Customer's Information
New & Updated Products
New & Updated Invoices (Quickbooks to SuiteCRM)
How Does It Work?
The Biztech Gateway acts as a buffer tool between your CRM and QuickBooks. It has the potential to retrieve any data loss and it can also retain data from both systems.
Our system works through full `bi-directional` and uni-directional synchronization for a few modules . We have currently included 3 modules for integrations - Customer, Product and Invoice. Feel free to let us know about any modules you want us to customize.
All customer updates and changes when entered in any of the systems, either Suite CRM or QuickBooks it is synchronized in both the systems at the same time.
Make any addition of products in either CRM or QuickBooks and the same will be automatically updated in both the systems straightaway.
When you create any Invoice in Quickbooks, it will be directly synchronized in SuiteCRM instantly.
Points to Note
- No Refund of One-time setup fee of the integration.
- Need to pay per month purchase price for atleast 6 months or 1 year after purchasing the integration.
- No 15 days trial available.
- We will setup demo on our server before purchasing on request.
- After purchasing integration, it will takes 5-8 business days to setup copy with one-time sync after discussion meeting.
SuiteCRM VersionsSuiteCRM Compatibility :
7.5 to 7.8.*
Enterprise Solutions Desktop and Online version, Premier, QuickBooks Pro
*Base Modules: Customer, Products & Invoice Modules and up to 5 Fields Customization for each module
**One time customer mapping base on Email Address / Name
*** One time product mapping base on Manufacturer Part Number
It is important to synchronize CRM and accounts data to not only provide seamless services to your customers but also make your business run smooth. You will know when you use it, I am claiming it after one year of successful utilization of the integration.
Reasonable pricing and effective work. There’s much you can do by integrating your CRM with an efficient accounting system like QuickBooks. Other integrations from AppJettty are also worth having a look at. Integrate the systems that are most important to your business and witnesses the most work flow.
It’s the first integration I opted for my newly launched store and I am already thinking of getting others to make the work easier and getting a more robust system on the backend. It helps to serve your customers better and progress as a business.
Good to go
I have liked other products from Biztech better but this one is also good to go. Have almost all the features one can expect from the integration. Flow of information between your CRM and accounting system becomes very smooth.
- SuiteCRM QuickBooks Integration is Released.