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ConvergeHub QuickBooks Integration

San Francisco, CA March 24, 2015

QuickBooks is the most popular business accounting software system that takes care of payments, invoicing, payroll and bookkeeping. 

ConvergeHub is a leading Sales, Marketing and Service CRM software that enables small businesses to attract more prospects, win more deals and build lasting customer relationships.

What happens when both these stellar applications meet? 

It results into a winning combination that results in massive productivity gains for the small business.

ConvergeHub meets QuickBooks 

Adding to its repertoire of App Integrations that include integration with Microsoft Outlook, Docusign, GoToMeeting, and Google Apps, ConvergeHub has made a new integration within its CRM Platform: QuickBooks. ConvergeHub’s QuickBooks integration will empower users to manage their business from one platform, and not have to toggle between multiple poorly integrated apps.

QuickBooks integration in ConvergeHub will mean:  

1. Automatic synchronization of customers, invoices, quotations and products between ConvergeHub and QuickBooks

2. Create/Update of entry in QuickBooks with simultaneous update in ConvergeHub. This will essentially help in three areas:

  • Customer Listing

When a customer will be created or updated in QuickBooks, the customer will be added or updated in ConvergeHub simultaneously. Likewise, when a customer will be created or updated in ConvergeHub, the contact will be added or updated in QuickBooks too. 

  • Product Listing

When a product will be created or updated in QuickBooks, the product will be added to or updated in ConvergeHub simultaneously. Likewise, when a product will be created or updated in ConvergeHub, the product will be added to or updated in QuickBooks too.

  • Sales Invoice

When a sales invoice will be created in QuickBooks, the Invoice will be created in ConvergeHub along with the account record. Likewise, when a sales invoice will be created in ConvergeHub, the Invoice will be created in QuickBooks along with the account record.

Getting QuickBooks within ConvergeHub will further give businesses a convenient way to:

  • Synchronize accounts and customers between CRM and QuickBooks
  • Manage all the invoices with itemized details
  • See customer invoice histories 
  • Share invoices with other team members and associatesby printing them or sending them through email 
  • Map fields between CRM and QuickBooks. 

In short – A smart and fast way to stay up-to-date around Invoices, Contacts and Accounts!

ConvergeHub for QuickBooks supports the following modules:

  • Customers
  • Invoices
  • Quotations
  • Products

How to get started?

QuickBooks will function in the same way like other ConvergeHub plugins. Once added into the CRM account from the Apps Store, the user will immediately have access to QuickBooks integration features.

Click here for our Feature Release that includes a detailed explanation (with application screenshots) on QuickBooks integration. Read in minutes and be off to a great start…

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