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With QuickBooks™ Integration with your EBSuite Account you can re-status your Customer based on the QuickBooks™ information and launch an appropriate set of action items (Tasks, Appointments, Calls, Reminders) to accompany the Status Change reflected in your QuickBooks™ data. Here is a scenario: Your long time customer just purchased an significant upgrade… Continue reading... If you use QuickBooks for your business and EBSuite for your Sales and Support – POP THE CORK! The two applications can be integrated in a very customizable way. From the new [start] icon, ( please see our previous blog post about this ), if you select “Time & Invoice”, you can locate the “Quickbooks Integration” link:
There are several steps needed for the integration… Continue reading... |
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