Commercient QuickBooks Desktop Sync to CRM
por Commercient - ERP & CRM SYNC
Commercient Sync for QuickBooks Desktop and CRM
Time is money, and there's no better way to spend your time than by winning with Commercient Sync.
Commercient SYNC seamlessly integrates with QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Online, QuickBooks Enterprise, and Microsoft Dynamics 365 (Sales, Marketing, Customer Service, Field Service, and Project Service Automation). No more manual data entry - Commercient SYNC automates the process for you!
Commercient SYNC's QuickBooks integration is a two-way street. Not only can it download records from Microsoft Dynamics 365 (phase 1), but it can also upload new data back into QuickBooks (phase 2). This is made possible by the QuickBooks transaction integrator, which allows for bi-directional data flow between the two systems.
There are two ways to get this data back into QuickBooks: via file or via API. Both options are equally effective, but the choice may come down to preference or need. Regardless of how you choose to integrate your systems, Commercient SYNC will make sure the process is as seamless as possible.
HOW COMMERCIENT SYNC BENEFITS YOU:
- Cut costs & drive profitability
- Save time on data entry
- Streamline your processes, sales, and customer service
- Increase customer satisfaction
- Empower your account executives
- Cloud-based allows ease of access from any location
WHAT COMMERCIENT SYNCS:
- Invoice data
- Customer data
- Custom Workflows / Opportunities / Orders / Invoices / Custom Objects
- And much more...