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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Dynamic Headers
Dynamic Headers in SuiteCRM helps user to display/highlight most used field of a module. This will reduce time of user to search a field when viewing record. User can also add some coloring to the field as well.
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Workflow Emails with PDFTemplates Attachment
Workflow Email action with Dynamic PDF Template Attachment
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