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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Scan Identical Leads
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