QuickBooks Offline – ConvergeHub Integration Check

QuickBooks Offline Features

Manage Estimates, Invoices, and Payments from CRM. Complete sync of accounts and contacts between your QuickBooks Offline and ConvergeHub CRM. Post integration, all the information about customers, products, invoices, and payments can be accessed within the CRM, without the need to switch to QuickBooks Offline in a new tab. This makes it easy to streamline and accelerate the entire workflow and automate a chunk of activities. Read QuickBooks Offline CRM Integration – The Definitive Guide to know why you should sync QuickBooks Offline data with your CRM.

Initiate Offline Sync

The ConvergeHub-QuickBooks Offline Sync tool allows you to sync your local QuickBooks data with ConvergeHub CRM. It offers flexible configurations, enabling users to choose between an Automatic Sync (example: 60-minute or 120-minute intervals) or a Manual Sync.

Create Estimates and Invoices

Create estimates and invoices in QuickBooks Offline on the fly and it will be synced with ConvergeHub CRM. In addition, any Quotes, and Invoices created in ConvergeHub will be synced with QuickBooks Offline.

Track and Receive Payments

In ConvergeHub CRM you can follow-up with your customers for payments and the same will get synced with your QuickBooks Offline account. Similarly, any payment received or updated in QuickBooks Offline will be reflected in the ConvergeHub CRM.

Setting up QuickBooks Offline Integration in ConvergeHub

1.Navigate to “App Store” or simply search “QuickBooks Offline” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2. Download the QuickBooks Offline Sync Plugin

For seamless integration, click the Settings button to open the configuration window. Click Download Plugin to start the download.

3. Extract the Plugin Files

Locate the downloaded ZIP file on your system and extract (unzip) its contents. Inside, you will find separate module files for syncing data between ConvergeHub and QuickBooks Desktop. Depending on your business requirements, you can add modules such as: Customer, Item, Estimate / Quotation, Invoice, Payment.