Extend the Power of QuickBooks®
Results & QuickBooks®
QuickBooks® manages accounting. Results connects customer management, field service, workflows, billing, payments, scheduling, and operational processes, creating a complete business management solution.
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.
Eliminate Double Entry
Accelerate Cashflow
Improve Financial Visibility
✓Accounting & Financial Synchronization
Keep customer records, invoices, payments, projects, products, and financial data aligned across Results and QuickBooks® without manual data entry.
✓Customer & Relationship Management
Provide sales, service, and operational teams with access to customer information, activity history, billing details, and account records from a centralized platform.
✓Billing, Payments & Revenue Management
Generate estimates, invoices, service billing, collect payments, and manage revenue activities while maintaining accurate financial records and improving cash flow visibility.
✓Tax Automation & Compliance
Integrate with Avalara AvaTax to automate tax calculations, improve accuracy, and simplify tax management across invoices and customer transactions.
✓Workflow Automation
Reduce manual processes by automating data synchronization, operational workflows, approvals, notifications, and business processes across departments.
✓Reporting & Business Visibility
Access financial information, customer activity, operational performance, and billing insights from a unified business management platform.
✓Team Collaboration
Connect accounting, sales, service, operations, and management teams with shared access to the information they need without requiring additional QuickBooks® licenses.
✓Operational Efficiency
Streamline business processes, reduce administrative overhead, improve data accuracy, and create a single source of truth across your organization.
Trusted by QuickBooks‑Powered Businesses
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“Results CRM is a must-have for any business that uses QuickBooks®.”
— Simon Pass, Intuit Reseller Program
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“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
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“We eliminated paper processes, removed double entry, and gave our field team real-time access to data.”
— Kim McLaughlin, Advanced Mechanical
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“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 FSM solution today and discover how you can transform your field operations.
From Paper to Productivity
See how one HVAC company transformed into a paperless
office using Results.
