QuickBooks Integration (QBI) Module

The Results QuickBooks Integration (QBI) module synchronizes customer, vendor, employee, invoice, payment and inventory data between QuickBooks and Results. With Results QBI, you get full visibility of the financial status of each customer, including invoices and associated payments — regardless of whether you enter the data in Results or QuickBooks. Results QBI maximizes and verifies profitability, boosts productivity and ensures accurate billings because contact and financial data is only entered once.

What happens when Results integrates with QuickBooks?

• The Sales Team can access order and payment history.   Your Sales Team can quickly access each customer's order history and look for opportunities to up-sell product and services.  In addition, they will have access to payment information that will allow them to view account status and credit limit information.
• Duplicate data entry is eliminated!   Create invoices in either Results or QuickBooks - not in both systems! For example, use QuickBooks for recurring invoices and Results for time-billing invoices while maintaining comprehensive data visibility of the financial status of each customer.
• Financial and customer information is centralized in one database.  No more switching back and forth between applications!
• Invoices are sent as soon as billable work is completed.  Eliminate the delays between performing work and billing.  With a click of a button, your billable hours can be transferred into an invoice that will appear in QuickBooks and Results.
• Your vendor's and customer's contact information is automatically updated.  Makes sure your invoices and purchase orders are mailed to the correct address!