Do you want to streamline your business processes? Are you fed up of entering dual data entry in multiple systems? If the answer to all these questions is ‘Yes’, it is time to integrate your CRM software with QuickBooks accounting system. A little bit of custom programming can connect both the systems, enabling you to make your business processes simple, effective and efficient.

Following are the main benefits of QuickBooks-CRM integration

Simplifies Invoice Generation Process

With QuickBooks integration with CRM, generating invoices and estimates becomes an effortless process. Once a sales order has been created in CRM, estimates, and invoices can be easily generated in QuickBooks. It eliminates the need to manually create invoices in QuickBooks.

Get Complete View of Customer Information

When you use disparate systems, you need to open QuickBooks separately to get a customer-centric financial view. On the other hand, with an integrated system, you don’t have to switch between systems to get a complete view of every customer. Now, you can view customer data including its financial information from within your CRM tool. Whether it is payments, orders or receipts, you can easily access via your CRM. There is absolutely no need to open the QuickBooks application to view financial data. This can save time and allow you to complete tasks in a more efficient manner.

No Entering Data Twice

QuickBooks integration with CRM means data is synced between the two applications. Transferring data manually from one system to another is no longer required. Any new information entered in CRM can be quickly exported to QuickBooks. The process is automated, hence eliminates the need to enter data twice. Also, customer or product data updated in QuickBooks can be automatically imported to CRM. Issues like redundant data entry will never arise when your CRM is integrated with QuickBooks.

Handle Fewer Errors

This is one of the biggest advantages of using an integrated system. As integration automates the process of data transfer between systems, there is very less human intervention while entering data. Reduction in errors means less time spent in correcting data. This will translate into more productive work and increased profitability.

Be More Productive

Seamless integration of accounting and CRM data has plenty of advantages. As a user, you can easily view current balances and payment status from within your CRM. Thus, accounting information of any customer is accessible from within CRM. You can also link invoices directly to your customer contacts. Handling just one system for accessing and updating product and company information, will definitely make your team more productive and efficient. With the integration, a sales order in CRM allows you to generate invoices from within CRM.

On the whole, with so many advantages of QuickBooks CRM integration, using them as disparate systems is not recommended. So when you want to add convenience, efficiency, and productivity into your business, integrating CRM with QuickBooks is recommended. An integrated system is designed to automate your manual processes and ensure fast and secure synchronization of data, saving time and unnecessary efforts.