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."
-
BV SMS Extension with SuiteCRM
Brainvire SMS Extension allows you to conveniently communicate with clients via SMS in SuiteCRM. Both incoming SMS and outgoing SMS are supported in this add-on with just a simple configuration. Other APIs outside of Nexmo, Plivo and Twilio can also be configured.
-
Suite WhatsApp Integration
The Suite WhatsApp Integration is a tool that allows you to use WhatsApp directly from SuiteCRM. Utilizing the WhatsApp API, you can send and receive messages without having to set up accounts with other providers and at no cost. All conversations you have via WhatsApp are associated with your c...
-
Approval Process
Often in business, you require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.
- Show more addons