QB – CRM Integration

QuickBook – CRM Integration

Customer Relationship Manager (CRM) is basically customer relationship management software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized way.

It also helps in profiling prospects, understanding their needs, and in building relationships with them by providing the most suitable products and enhanced customer service. It integrates back and front office systems to create a database of customer contacts, purchases, and technical support, among other things.

Its database which purposely tracks consumer service issues, and a web page that permits customers to verify inventory availability, check order position and put orders and Capturing visitor information to your website, which includes visitor’s name, e-mail ID, location and his purchasing choices. This solutions also supply the capacity to interact with consumers through any medium they select and distribute information to consumers in real-time. Along with fulfilling the above goal, the good CRM systems examine and provide absolute view of customer’s behavior patterns, past and present dealings to sales executives in order to suggest the best available product or solution to the customer.

Quick Book (QB) is accounting software designed to manage payroll, inventory, sales and other needs of a small business. The software’s features include marketing tools, merchant services, product and supplies, training solutions. Each solution is developed according to different industries and their needs.

These software solutions are used to monitor expenses, create invoices and reports, track change orders and job status, and manage inventory, customers, vendors and employees.
The software’s primary function is to alleviate the use of multiple tables, spreadsheets, and tracking sheets necessary to document and maintain accounting tasks at a company. Accounting figures are also easily reconciled for tax purposes with QuickBooks. It can be customized based on the needs of the business utilizing the software.

ACS Synchronization Tool will be installed on QuickBook server to work as synchronizing agent between QuickBook data and CRM data.

This ACS application includes following parts:

  • Intuit SDK
  • Connectivity to SDK
  • Connection to web connector

This tool will be customized as per requirements of this application and its working.


ACS Synchronization Tool helps you to synchronize customer data between CRM and QuickBooks. By transferring customer data, you can maintain complete and up-to-date customer information in your organization. Additionally, it will help you reduce the duplicate data entry and maintain consistency. With the QuickBooks Integration, you can import, export or synchronize data either manually or automatically.

  • Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between CRM and QuickBooks
  • Import all the data from QuickBooks to CRM
  • Export all or selected records from CRM to QuickBooks
  • Synchronize contact and vendor details between CRM and QuickBooks
  • Map the standard and custom fields and sync between CRM fields and QuickBooks
  • Prioritize your data and overwrite data while synchronization
  • View the history of data transferred and also delete the most recent data transfer action