QuickBooks - Agile CRM Integration

Manage payments and invoices from contact pages in the CRM
QuickBooks widget for CRM


Create Invoices

Easily create detailed invoices and send them to your contacts from the QuickBooks widget in Agile CRM. Automatically see invoices with itemized details on contact pages. It's that simple.

Create invoices




Receive Payments

Track and Receive Payments

QuickBooks integration in Agile CRM lets you manage payments directly in the CRM. Track customer payments and send reminders. Receive payments and benefit from automatically updated payment information on contact pages in the CRM.





See Invoice History

Keep tabs on all the past invoices of your customers with payment histories and itemized details pinned to contact pages in the CRM. Know your customers completely and scale the smart way.

Invoice History



QuickBooks Integration Video




Setting up the QuickBooks Widget

1. Locate Widget

Add the widget from the '+ Manage Widgets' button on any contact page, or go to Preferences > Widgets and find the QuickBooks plugin in the Billing section.

Add Widget
Sign In

2. Link your QuickBooks account

Click on the 'Link Your Account' button in the new window and login to your QuickBooks account.

3. Authorize the plugin

Once you have logged in to your QuickBooks account, click on the 'Authorize' button to authorize the billing integration.

Authorize


Check the QuickBooks CRM setup guide for more detailed instructions.



About QuickBooks

QuickBooks is an accouting software package developed and marketed by Intuit. With QuickBooks, you can easily create and manage invoices.

QuickBooks


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