Why it is Important to Integrate QuickBooks with CRM
While CRM is used to store contact information, QuickBooks is used to manage your financial transactions. Although these software applications are helpful for businesses of all sizes, in order to maximize their effectiveness, you need to integrate them. Integration allows you to improve efficiency and streamline your business processes. It helps you to eliminate unnecessary tasks and allows you to focus on priorities that matter most. Make sure you use the right online integration software to connect both the systems. Here’s why you need to integrate these software applications:
Say Good Bye to Duplicate Data Entry Since QuickBooks online integration with CRM ensures bi-directional flow of data, you no longer have to worry about duplicate data entry. So when you update data in CRM, it gets automatically transferred to QuickBooks and vice-versa. Any changes done in one system get automatically updated in the other. You no longer have to maintain same records of one customer separately. You save a lot of time and money as you don’t have to re-enter same data in 2 different systems.
Data Accuracy is Guaranteed QuickBooks integration with CRM can be helpful to improve efficiency and accuracy in data entry. The information in both the systems is in sync and correct. Inaccuracy is never compromised when the systems are integrated. Integration ensures data integrity, maintains data consistency across organization.
Streamline your ‘Order to Invoice’ Process From creating an opportunity, to selling a product, to creating an invoice, you are able to streamline your ordering process workflow. It helps to increase the efficiency of your order process, thereby giving a good experience to customers. The integration helps to automate ‘order to invoice’ workflow. With a single click of a button, you can convert sales order in CRM into invoice in QuickBooks. As there is no human intervention, there is no question of generating incorrect invoices. You no longer have to email sales orders as they can be directly synced into QuickBooks.