DistinctCRM - Quickbooks Integration Module

DistinctCRM QuickBooks Integration Module integrates DistinctCRM and QuickBooks Online account. Our integration module helps you to sync your Contacts, Vendors, Products, Quotes, Sales Order and Invoices bidirectionally (sync from either side). You can get and send records between Quickbooks Online and DistinctCRM. The mapping option enables you to map fields from Quickbooks to match your DistinctCRM modules. A queue option helps you to schedule your sync (you can do a manual sync when required).

 

  • Sync Contacts, Vendors, Products, Quotes, Sales Orders and Invoices from DistinctCRM
  • Module has Bidirectional Sync. You can sync between both QuickBooks and DistinctCRM.
  • Options to sync records Manually as well as Automatically
  • Options to sync records when record created in DistinctCRM
  • Sync all records from QuickBooks / DistinctCRM at once or selected set of records
  • Option to map fields between DistinctCRM and QuickBooks
  • Option to sync selected status records to QuickBooks.( applies only to Quotes, Invoices, Sales Orders)
  • Save mapping option as template to use as default and alter when needed ( applies only to Quotes, Invoices, Sales Orders)
  • Email notification feature notifies via email with sync reports and details.
  • Advanced QB Queue option handles auto sync to sync scheduled and error records when they meet requirements
  • Log feature provides detailed view on all syncs that were done.
  • Sync Records in Batch mode rather sending all at once

$499 one-time fee (includes the setting up of the module).

Some Screenshots on our QuickBooks Integration

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