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Seamlessly extends QuickBooks® with powerful workflow management.

Results is Built for QuickBooks® Users 

QuickBooks is the financial backbone of your business. Results is the operational system that surrounds and supports it — connecting your sales team, operations staff, and field technicians to the same real-time data your management team and accountant rely on.

No more double data entry. No more disconnected teams. No more buying expensive QuickBooks licenses for staff who just need to look up a project or customer. With Results and QuickBooks working together, your whole business operates from one source of truth.

Z

QuickBooks Online 

Streamline Operations

Bi-directional Sync

The Challenge 

QuickBooks Is Excellent at Accounting — But Your Business Needs More

QuickBooks keeps your books in order. But it wasn’t built to manage customers, jobs, teams, or day-to-day operations.

If any of this sounds familiar, you’re not alone:

Double data entry across systems

Limited visibility into customers, jobs, and field activity

Too many QB licenses just for lookups

Disconnected teams using different tools

The Solution

Seamless, Bi-Directional QuickBooks® Integration

Results connects directly with QuickBooks Online and Desktop — so your data stays accurate everywhere, without manual updates.

Work in either system. Everything stays in sync.

Contacts & Customers

  • Keep records consistent with real-time, two-way syncing.

Invoices & Payments

  • Create invoices in Results, track payments in QuickBooks — everything flows automatically.

Items & Pricing

  • Ensure estimates and invoices always reflect current pricing.

Jobs & Projects

  • Connect operational work to financial data without manual entry.

Sales & Opportunity Management

  • Give your team access to what they need — without giving everyone QuickBooks access.

Reduce licenses

  • Reduce the number of QuickBooks licenses you need.

Everything Your Team Needs — Connected to QuickBooks

Results brings your entire operation into one platform:

CRM & Contact Management

  • Centralized customer database
  • Full communication history
  • Automated follow-ups
  • Document management

Sales & Opportunity Management

  • Lead & pipeline tracking
  • Estimates & quotes
  • Sales orders
  • Campaign tracking

Projects & Operations

  • Job and project tracking
  • Time & service billing
  • Purchase orders
  • Workflow automation

Field Service Management

  • Dispatch & scheduling
  • Photo capture & signatures
  • Real-time inventory tracking

Mobile & Accessibility

  • iOS & Android apps
  • Web access from any device
  • Field-ready with no extra fees

Integrations

  • Outlook & Gmail
  • Avalara AvaTax
  • SMS, WhatsApp, Calendly
  • Zapier

Why Results

The Operational Layer QuickBooks Is Missing
Results doesn’t replace QuickBooks — it completes it.
It’s where your team works. QuickBooks stays your financial source of truth.

Key benefits:

360 Customer View

  • See every interaction, job, invoice, and document in one place.

Sales Pipeline Management

  • Track leads, manage opportunities, and convert to invoices — seamlessly tied to QuickBooks.

Project & Job Management

  • Manage jobs from start to finish with real-time visibility.

Field Service Management

  • Dispatch teams, capture data in the field, and sync instantly with QuickBooks

Automated Workflows

  • Eliminate manual tasks and keep work moving without constant follow-up.

The Bottom Line

Get More From QuickBooks — Without Replacing It

QuickBooks powers your finances.
Results powers your operations.

Together, they give your entire business one connected system.

With Results + QuickBooks, you get:

  • One source of truth across your business
  • No more double data entry
  • Fewer QuickBooks licenses
  • Fully aligned teams (sales, ops, field)
  • Faster invoicing & better cash flow
  • Expert onboarding & support

 

Trusted by QuickBooks‑Powered Businesses

⭐️⭐️⭐️⭐️⭐️
“Results CRM is a must-have for any business that uses QuickBooks®.”
— Simon Pass, Intuit Reseller Program

⭐️⭐️⭐️⭐️⭐️

“The QuickBooks integration is extremely robust — better than many products I’ve worked with. Navigation is simple and fast, and support has been phenomenal.”
— Steve Green, QuickBooks Certified ProAdvisor

⭐️⭐️⭐️⭐️⭐️

“We eliminated paper processes, removed double entry, and gave our field team real-time access to data.”
— Kim McLaughlin, Advanced Mechanical

⭐️⭐️⭐️⭐️⭐️

“Results helped us go fully paperless and made it easy for everyone to access real-time project status.”
— Philip Sanders, A-1 Guaranteed Heating and Cooling

See the Results Difference

Book a personalized demo of our platform today and see how you can transform your professional services operations.

 

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