Highlevel Overview
Now your team doesn’t need direct access to QuickBooks Online in order to easily view invoice details while using SuiteCRM. The QuickBooks Online integration with SuiteCRM by GrowMore will sync Customer, Item, and Invoice data from QuickBooks Online to the Contact, Product, and Invoice modules of SuiteCRM.
This add-on works well for departments like sales, where teammates do not need a QuickBooks login, but they would benefit from reviewing invoice details conveniently while working in the CRM. Please note that the sync is unidirectional from QuickBooks Online to SuiteCRM. Check out the product features below:
- Sync Customer (QuickBooks Online) to Contacts (SuiteCRM)
- Sync Item (QuickBooks Online) to Products (SuiteCRM)
- Sync Invoice (QuickBooks Online) to Invoice (SuiteCRM)
How it Works
Customer Sync
The image below shows the details of Customer from QuickBooks Online to SuiteCRM:
Item Sync
The image below shows the details of Item from QuickBooks Online to SuiteCRM:
Invoice Sync
The image below shows the details of Invoice from QuickBooks Online to SuiteCRM. Invoice will sync and it will relate with Contacts.
To learn more about this solution, go to GrowMore QuickBooks or search for "QuickBooks."
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MTS Related Record Preview
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.
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MTS SubPanel Search
MTS SubPanel Search makes it easy to QUICK SEARCH ANY INFORMATION IN A SUBPANEL. Because you can filter searches right from any subpanel you can drill down to the exact record you need in little time. This gets you back to focusing on the real business value task on hand.
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MTS Timesheet
MTS Timesheet add-on for SuiteCRM helps you easily track your team’s time working in SuiteCRM modules and on individual records. Create accurate timesheets and billable hours for clients.
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