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."
-
Record Local Time
Record Local Time is a SuiteCRM tool that allows you to automatically display the current local time of any record in Leads, Contact or Accounts, based on the timezone or address specified in the record.
-
Twilio Call Integration
The Twilio Call Integration helps you make and receive Twilio calls directly from SuiteCRM to your customers. This plugin integrates with modules that contain a phone number field and will conveniently display a clickable call icon on the bottom of every page.
-
BV Linkedin Integration with SuiteCRM
Brainvire’s LinkedIn Integration plus Chrome extension helps users directly access their LinkedIn accounts and profile information, sync helpful business data from the professional network. In a single click, create new Accounts, leads, or contacts in SuiteCRM directly from the LinkedIn platform.
- Show more addons