quickbook-convergehub-integration

ConvergeHub CRM + QuickBooks : Integration

Posted by Patricia Jones

Give those days a miss when you hop between two applications to manage your customers and finances. ConvergeHub integrates with the #1 accounting solution for small business – QuickBooks.

ConvergeHub + QuickBooks integration will primarily offer three central features.

Take a walkthrough to see yourself how this integration will help you in running your business. Quick, prompt and effective – ConvergeHub now gives you the power to manage everything from one platform.

• Instant Synchronization between QuickBooks and ConvergeHub

Benefits you will get:

  • Automatically syncing your QuickBooks and CRM (ConvergeHub) data without any manual effort
  • Using ConvergeHub smart checking intelligence to eliminate chances of duplicate entries
  • Sharing the imported data across the organization and keeping your entire team always up to date.

• Visibility to all Customer Invoices

Benefits you will get:

  • Using the CRM to see customers’ invoice history anytime anywhere.
  • Getting all the invoices of your customers pinned to their respective accounts details page.
  • Having a single view of your customers’ details and invoice records without juggling between two separate applications.

• Send/Print Invoices from ConvergeHub

Benefits you will get:

  • Closing deals fast and building your business in real time.
  • Creating invoices from within the CRM by reviewing your contact’s complete information stored there.
  • Sending the invoice immediately through email. Or else printing the invoice and sharing it with key associates.

Setting up QuickBooks Integration

  1. Go to Apps Store
  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, Docusign, GoToMeeting, Twilio, and many more.

 

  1. Read details about QuickBooks App
  • Click on ‘Details’ to learn the exact functionality that QuickBooks app integration will provide you in the CRM.

 

  1. Get App and Link your QuickBooks Offlineaccount
  • Click on the ‘Get App’ button to bring QuickBooks Offline in My Apps section.
  • Click on ‘Settings’ to connect the QuickBooks Offline account with ConvergeHub.
  • Download the plugin and complete the installation procedure
  • Start using QuickBooks Offline within ConvergeHub.

Sign Up for the FREE TRIAL and get the power of ConvergeHub in your business.

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