NOTE: This is a module for Perfex CRM . Not a standalone script.
Integrating QuickBooks with Perfex gives full visibility into how your business is running and where it can be improved. Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing
QuickBooks® Online Module enables you to synchronize in Real Time or Scheduled, your Accounts, Taxes, Tax Agencies, Invoices, Payments, Expenses, Expense Categories, Payment Methods etc…
It is worth noting that although this module uses one way sync, there are some aspects that we run:
- Full sync: Taxes & Tax Agencies (NB: Non-US Locales only)
- Sync from QuickBooks® Online to Perfex CRM: Chart of Accounts, Payment methods & Expense Categories
- Sync from Perfex CRM to QuickBooks® Online: Customers, Items, Invoices, Payments & Expenses
There is no coding skills needed at all in order to set this module. It is just a plug and play script and you are good to go. The Quickstart Guide included with this package, takes you through a step by step process of getting this module live. From creating a Quickbooks account to synchronizing your data.
Incase of any queries regarding the module or any suggestions that may help us improve it, feel free to contact us by adding a comment or direct messaging us.
Guys from support department will get back to you as soon as possible with a reply.
ChangelogVersion 1.0.0 – 29 June 2020
QuickBooks® Online Module for Perfex CRM - Real Time and Scheduled Synchronization
- • accounting
- • accounting system
- • expenses
- • intruit
- • invoices
- • payments
- • perfex
- • perfex crm
- • QuickBooks
- • quickbooks integration
- • quickbooks online
- • taxes