QUICKBOOKS CRM INTEGRATION
A Sales-Purposed
QuickBooks Integration
Send Estimates, Import And Sync Data, And Log Payments As Activities
A QuickBooks Integration Designed For Your Sales Team
QuickBooks is the most popular financial software on the planet. VipeCloud maintains a QuickBooks integration so you can quickly import data into your CRM and you can keep your CRM data up-to-date.
Another big added benefit is that your team can use VipeCloud's point-and-click Estimates, including our "Accept Workflow" that allows you to send your Estimates to customers and ask them to accept it. Of course, all of those activities are logged and updated in QuickBooks to improve your customer experience and save you from needless manual entry.
Enhanced Estimates
QuickBooks almost notoriously does not offer a workflow for its estimates to be accepted by a customer. VipeCloud does! Use our point-and-click estimate builder to create an estimate you can email or text to a customer for acceptance. Upon acceptance a log of your Customer's actions is saved and the Estimate status is updated directly in your QuickBooks account.
Enhanced Estimates
QuickBooks almost notoriously does not offer a workflow for its estimates to be accepted by a customer. VipeCloud does! Use our point-and-click estimate builder to create an estimate you can email or text to a customer for acceptance. Upon acceptance a log of your Customer's actions is saved and the Estimate status is updated directly in your QuickBooks account.
Import Items, Customers, And Tax Codes
Kickstart your VipeCloud experience by importing data from your QuickBooks account. Import your QuickBooks Items as VipeCloud Products and your Quickbooks Customers as VipeCloud Contacts and Accounts.
If you charge taxes on your Estimates, import your QuickBooks company tax codes so we can sync Estimates your create in VipeCloud with QuickBooks.
Import Items, Customers, And Tax Codes
Kickstart your VipeCloud experience by importing data from your QuickBooks account. Import your QuickBooks Items as VipeCloud Products and your Quickbooks Customers as VipeCloud Contacts and Accounts.
If you charge taxes on your Estimates, import your QuickBooks company tax codes so we can sync Estimates your create in VipeCloud with QuickBooks.
Log Payments As Activities
Continuing the theme of providing you a holistic view of your contacts through Email Integration, we can log your customer payments as activities to your Contact records. If your Contacts are connected to Accounts or Opportunities, that activity will appear there as well.