This QuickBooks solution keeps your contacts up to date in both systems while copying over products and invoices over to SuiteCRM. Read on to learn more.
Highlevel Overview
Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.
Keep Products in Sync
When products are created or edited in QuickBooks they will be created or updated in SuiteCRM.
See Invoices in SuiteCRM
Whenever an invoice is created or edited in QuickBooks that invoice will be copied over to SuiteCRM along with the contact and products.
To learn more about this solution go to QuickBooks Integration with SuiteCRM or search for "QuickBooks".
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Address Lookup
Get more accurate addresses and speed up data-entry time. Auto-suggests addresses as you start to type. Auto-fills street, city, state, country, and zip code reducing address entry time by 90%. Works world-wide. Simplified data entry for contacts, accounts, and leads.
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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