This QuickBooks solution keeps your contacts up to date in both systems while copying over products and invoices over to SuiteCRM. Read on to learn more.
Highlevel Overview
Sync QuickBooks Customer,Invoice & Products in SuiteCRM. The integration will generate a Contact in SuiteCRM whenever you create a customer, an Invoice when a new Invoice is created, and a Product when a new Item is created.
Keep Products in Sync
When products are created or edited in QuickBooks they will be created or updated in SuiteCRM.
See Invoices in SuiteCRM
Whenever an invoice is created or edited in QuickBooks that invoice will be copied over to SuiteCRM along with the contact and products.
To learn more about this solution go to QuickBooks Integration with SuiteCRM or search for "QuickBooks".
-
Related Record Creator
RecordCreator helps you create a related record from any module and define which fields should be copied over to the newly created related record. For example, if a user is on a Ticket record the use could create an Invoice record from that Ticket and copy over information such as the contact inform...
-
Quick Email Preview
View email messages directly in the history panel itself or detach the Emails and Notes sub panel and see them in their own separate sub panel.
- Show more addons