The Results QuickBooks Integration (QBI) module synchronizes customer, vendor,
employee, sales order, invoice, payment and inventory data between QuickBooks and Results.
With Results QBI, you get full visibility of the financial status of each
customer, including invoices and associated payments — regardless of whether you
enter the data in Results or QuickBooks. Results QBI maximizes and verifies
profitability, boosts productivity and ensures accurate billings because contact
and financial data is only entered once.
Our
bi-directional QBI module was recently submitted to Intuit for review.
The product received an
unprecedented 9.75 rating, the highest rating for any similar CRM system.
What happens when Results integrates with
QuickBooks?
Results CRM and QuickBooks stay in tune.
Because QuickBooks does not need to be in single-user
mode, synchronization can be done as-needed throughout the day to keep all of
your CRM and QuickBooks users in synch and informed.
The Sales Team can access order and payment history.
Your Sales Team can quickly access each
customer's order history and look for opportunities to up-sell product and
services. In addition, they will have access to payment information that
will allow them to view account status and credit limit information.
Your QuickBooks and Results CRM data can be accessed anytime, anywhere.
We partnered with
award-winning hosting companies to deliver unique and flexible Virtual Office
solutions. These partners are Intuit-Certified to host your QuickBooks
data.
Purchase Orders can be viewed in Results. Provide
your team with the information they need to answer customer questions with our
Purchase Order Data Management Center.
Quotes are transferred into Sales Orders and Invoices.
Eliminate double entry and improve accuracy when you transfer
quotes into sales orders and sales orders into invoices with a single click of a
button. Line Items from Sales Orders and Invoices are then synchronized
with QuickBooks data at the transaction level.
Invoices are sent as soon as billable work is completed.
Eliminate the delays between performing work and
billing. With a click of a button, your billable hours can be transferred
into an invoice that will appear in QuickBooks and Results.
Financial and customer information is centralized in one database.
No more switching back and forth between applications!
Results Timesheet information is visible in QuickBooks. Company resources, regardless of
how they are compensated, can use the same timesheet to track work across
customers and projects. Automatically create invoices in Results and export all
the associated information (invoices, timesheets, bills for Contractors/Vendors)
to QuickBooks.
Duplicate data entry is eliminated!
Create invoices in either Results or QuickBooks - not in both
systems! For example, use QuickBooks for recurring invoices and Results for time-billing invoices
while maintaining comprehensive data visibility of the financial status of each customer.
Your vendor's and customer's contact information is
automatically updated. Makes sure your invoices and
purchase orders are mailed to the correct address!
