FAQs in this section
What is the QuickBooks integration with Vtiger CRM?
QuickBooks is accounting software for small and medium-sized businesses. It comes in both on-premise and cloud-based versions. QuickBooks covers a wide range of accounting functions, such as:
- Track expenses
- Manage payroll
- Generate reports
Integrating QuickBooks with Vtiger CRM today syncs your contacts, products, and service today, and helps you manage your inventory, payments, etc. The integration creates automatic 2-way sync of data between the CRM and Quickbooks every time a record is updated or created.
When you integrate Vtiger CRM with Quickbooks, you will be able to:
- Eliminate double data entry or errors that might occur during an exchange of information between the sales and accounting teams.
- Access your customers’ billing status, payment details, shared documents, directly within Vtiger CRM.
- Create invoices, with just a few clicks, right from a Quote or Sales order in Vtiger, and then sync with Quickbooks, ensuring data accuracy.