Quickbooks Accounts Link

What does Tall Emu Quickbooks Accounting Link do?

Quickbooks Accounting Link lets you sync CRM with your Quickbooks, to allow customer, invoice, payment and other important accounts data to be shared.
For example, customers created inside CRM can be automatically created in Quickbooks, have an invoice created and copied to Quickbooks, then charge the credit card and post the payment details to Quickbooks too.
Quickbooks Accounting Link plugs into Tall Emu CRM’s workflow module giving you extremely flexible control of how CRM interacts with Quickbooks.

Customer details and key financial information.

Accounting Link allows the transfer contacts and key financial information such as sales summaries and account balances into the Tall Emu CRM system. You can also copy companies and contacts from Tall Emu CRM into your accounting system. This way the information kept in your CRM and your accounting system is kept “in-sync” automatically.
Once information is transferred into Tall Emu CRM, it becomes available to all users even if they normally they don’t have access to the accounting system. An example of this would be where members of the sales team using Tall Emu CRM can view customer account balances without requiring them to log into Quickbooks.

How do I install Tall Emu CRM Accounting Link?

Quickbooks Accounting Link will be available in Q4, 2010.