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The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box.
It can connect to QuickBooks Desktop or Online.
Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date
It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.
The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.
