What version of QuickBooks do I need to use Method:CRM?

QuickBooks Online isn’t optimized for customer relations QuickBooks organizes your business finances helping you track purchases and payments, and how your business is doing financially. But it doesn’t do a lot to help you manage your leads and customers. Therefore, when you want to start increasing sales and deliver a personalized service to your customers, it’s important to connect QuickBooks with a CRM. When you do this, it will make what you know about your customers spring to life. You’ll know where they’re at in the buying process. You’ll be able to record communication preferences and record a conversation history. You’ll be able to make sure someone on your team is responsible for that relationship. And this is a 360-degree view that everyone on your team can see. You’ll experience a shorter sales cycle QuickBooks can feel clunky when there are too many people involved. It can even lead to bottlenecking during the invoice and estimate phase. When you aren’t meeting the demands of your sales cycle, it’s a sign you need a dedicated CRM. When you integrate QuickBooks with a CRM, you’ll be able to quote and follow-up with prospects immediately. This will speed up the sales cycle and lock-in new customers before they take their business elsewhere. You can skip multiple data entries Limiting the amount of data entry is imperative for any business operation. When you integrate a CRM, you can enter customer, lead, and vendor information only once—syncing it with your QuickBooks account. Entering this data only once is not only convenient, but it cuts down the chance of data entry errors. Only put paying customers on the books Managing a handful of leads in QuickBooks can get messy. While converting every prospect is a nice thought, it’s not a reality. When you keep your potential leads separate from your current business, your productivity will increase, and your accountant will be grateful. More info: Regards, Bruce

Method:CRM supports both QuickBooks Desktop and QuickBooks Online. QuickBooks Online QuickBooks Online USA, UK, Canada, Australia, India, and Global editions supported. QuickBooks Desktop QuickBooks Desktop USA supports Pro, Premier, Enterprise 2004 and later. QuickBooks Desktop UK, Canada supports Pro, Premier, Enterprise 2008 and later. QuickBooks Desktop Australia supports Pro, Premier, Enterprise 2008 and later.