Results CRM QuickBooks Integration

The Results CRM QuickBooks Integration (QBI) module synchronizes customer, vendor, employee, sales order, invoice, payment and inventory data between Results CRM and QuickBooks. 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 CRM or QuickBooks. Results QBI maximizes and verifies profitability, boosts productivity and ensures accurate billings because contact and financial data is only entered once.

Our bi-directional QBI module was recently submitted to Intuit for review. The product received an unprecedented 9.75 rating, the highest rating for any similar CRM system.

Read the full text of the Intuit review here.

Demo: Results CRM & QuickBooks Integration

Expand Your Business:

Potential for an unlimited number of Users
Optional Web Interface
Advanced searching and viewing capabilities
Extensive reporting

What happens when Results CRM integrates with QuickBooks?

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Results CRM and QuickBooks stay in tune.

Because QuickBooks does not need to be in single-user mode, synchronization can be done as-needed throughout the day to keep all of your CRM and QuickBooks users in synch and informed.

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.

Your Results CRM and QuickBooks data can be accessed anytime, anywhere.

We partnered with award-winning hosting companies to deliver unique and flexible Virtual Office solutions. These partners are Intuit-Certified to host your QuickBooks data.

Purchase Orders can be viewed in Results CRM.

Provide your team with the information they need to answer customer questions with our Purchase Order Data Management Center.

Quotes are transferred into Sales Orders and Invoices.

Eliminate double entry and improve accuracy when you transfer quotes into sales orders and sales orders into invoices with a single click of a button. Line Items from Sales Orders and Invoices are then synchronized with QuickBooks data at the transaction level.

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.

Financial and customer information is centralized in one database.

No more switching back and forth between more than one application any longer!

Results Timesheet information is visible in QuickBooks.

Company resources, regardless of how they are compensated, can use the same timesheet to track work across customers and projects. Automatically create invoices in Results and export all the associated information (invoices, timesheets, bills for Contractors/Vendors) to QuickBooks.

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.

Your vendor's and customer's contact information is automatically updated.

Makes sure your invoices and purchase orders are mailed to the correct address!

You can send email marketing campaigns to your QB Contacts.

The Results CRM Constant Contact Integration module makes targeting and tracking your email marketing efforts even easier! When combined with the Results QBI module, you will finally have a way to reach your QB contacts through email marketing efforts. Learn more here.

Experience integrated in-the-cloud document management from within Results CRM and QuickBooks.

QuickBooks users will enjoy the ultimate in intelligent and streamlined three-way integration between Results CRM, SmartVault and QuickBooks. With this integration, users will have access to the linked documents no matter which application they are working in. After the synchronization takes place, documents will be automatically available in all systems, regardless whether they were added in QuickBooks or in Results. Learn more here.