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.
