The QuickBooks integration lets you add new features in your account:
- Invoicing tool in lead cards
- Create invoices automatically by adding a product from the list in the lead card
- Change lead stages automatically after payment (Advanced plan)
- Import QuickBooks data in amoCRM
❤️ Why do amoCRM users love QuickBooks?
QuickBooks is a complete business accounting software. With it, you can handle invoicing, taxes, expenses and daily transactions. It is easy to use and customer-oriented.
❤️ Why do QuickBooks users love amoCRM?
amoCRM is a pioneering Messenger Based Sales CRM software that helps businesses achieve more sales and create long-lasting relationships with their customers. It is a tool that enables companies to reach better results and increase their profits.
QuickBooks and amoCRM – better together 🤜🤛
While QuickBooks handles the financial aspects of sales and operations, amoCRM makes sure sales happen. Combine the two together in amoCRM to get the full circle of sales and financial processes.
💡 Cool ways to use QuickBooks and amoCRM
- Installing QuickBooks will add invoicing to your amoCRM account. Save time and increase efficiency with automatic invoices. Once payment has been made it will be marked in the lead card and the system can move the lead to the next stage;
- You can create an invoice manually in just a few clicks and send it to your customer;
- With the integration you will be able to process payments through amoCRM and add one more valuable feature to the sales & marketing tools.
How to connect QuickBooks🔌
The QuickBooks integration is built-in and designed by the amoCRM team. Installing it is simple and takes only a few steps. Before you install it make sure you have filled out the products and taxes section in your Quickbooks account.
Then click on Install in Settings > Integrations, authorize the connection and import the products list.
⚒️ What do you need?
- Available on all plans
- Quickbooks account
