Quickbooks (intuit / Quicken)
We integrate with Quickbooks Accounts Premier and Quickbooks Accounts Enterprise by Intuit.
List of Quickbooks packages we integrate with:
- Quickbooks Accounts Premier (AU)
- Quickbooks Accounts Premier (NZ)
- Quickbooks Accounts Premier (US)
- Quickbooks Accounts Enterprise (AU)
- Quickbooks Accounts Enterprise (NZ)
- Quickbooks Accounts Enterprise (US)
Why use Tall Emu CRM and Quickbooks together?
Our Quickbooks Accounting Link lets you sync CRM with your Quickbooks , to allow customer, invoice, payment and other important accounts data to be shared.
Customers created inside CRM can be automatically created in Quickbooks, have an invoice created and copied to Quickbooks, then charge the credit card and post the payment details to Quickbooks.
Quickbooks Accounting Link plugs into Tall Emu CRM’s workflow module giving you extremely flexible control of how CRM interacts with Quickbooks.
Quickbooks information can be used as the basis for campaigns or promotions. eg: a list of customers who’ve bought more than $200,000 worth of products from you in the last year, but nothing in the last month.
Customer details and key financial information.
Quickbooks Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Tall Emu CRM system. You can also copy companies and contacts from Tall Emu CRM into your accounting system. This way the information kept in your CRM and your accounting system is kept â€œin-syncâ€ automatically.
Once information is transferred into Tall Emu CRM, it becomes available to all users even if they normally they don’t have access to the accounting system. An example of this would be where members of the sales team using Tall Emu CRM can view customer account balances without requiring them to log into Quickbooks.
How to I install Quickbooks Accounting Link?
Quickbooks Link is included with every paid license copy of Tall Emu CRM. All you need to do is authorise your Quickbooks Company File to work with Tall Emu CRM (A simple process) and you’re ready to go.