Think of integrating QuickBooks with your CRM as a way for every member of your team to have a birds-eye view of every client. But just like spreadsheets, QuickBooks doesn't actually do anything to help you make sales-it only helps you manage billing and accounting after the fact-so it's important to connect your QuickBooks account with software that helps you manage your pipeline. When your business is just getting started, being able to access customer contact information from your accounting software might be enough. Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. Why QuickBooks Is Your First CRM (And Why You Need the Real Thing) Let’s take a look at why you need to get your CRM talking to your accounting software, and some of the best CRMs that integrate with QuickBooks and QuickBooks Online. Considering that many CRM users say their #1 challenge is finding a platform that integrates well with QuickBooks, it’s important to choose wisely. Some CRMs offer a one-click setup, while others require a longer, more complicated installation. Nearly every major CRM on the market offers a QuickBooks integration, but these integrations are far from equal. QuickBooks is an accounting software platform geared towards small and medium-sized businesses, offering millions of businesses a simple way to manage their daily sales and expenses, invoice their customers, accept payments, pay their bills, and generate reports for planning and tax filing. But if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM as well. One of the main benefits of CRM software is the ability to get every aspect of your business working in sync.īy uniting your communication and marketing tools with your sales platform, your team can conduct and track all their sales conversations from a single tool.
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