QuickBooks Real Time

Integrating QuickBooks with iTech 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.

Key Features:

• Sync Invoices, Expenses, and Payments: Sync both old and new invoices, expenses, and payments.
• Real-Time or Scheduled Sync: Synchronize your accounts, taxes, tax agencies, invoices, payments, expenses, expense categories, and payment methods in real-time or on a schedule.
• Two-Way Sync: Supports two-way sync for taxes, tax agencies (non-US locales only), and payment methods.
• One-Way Sync from QuickBooks to iTech CRM: Syncs chart of accounts and expense categories.
• One-Way Sync from iTech CRM to QuickBooks: Syncs customers, items, invoices, payments, and expenses.

Documentation: No coding skills are needed to set this up. It’s a plug-and-play feature, and the included Quickstart Guide takes you through the step-by-step process of getting this feature live, from creating a QuickBooks account to synchronizing your data.

Prerequisites: Cronjob needs to be enabled and running for automatic scheduled synchronization to work.

Going Live: When switching to production mode, reset all syncs in the QuickBooks settings to prevent duplication of records. Follow the steps for sandbox testing to go live.