CRM for QuickBooks

The integration of business data is a serious and long-standing issue for small and mid-size businesses (SMBs). Typically, an SMB buys a CRM, an operations management system specific to their business model, an accounting system, an invoicing system, and potentially a service management system. Add in their public web site, and a customer self-service portal, and the average SMB starts to feel like they are in the IT business, not their real business.

For a business managed by multiple separate systems, the clerical effort and loss of data quality associated with trying to keep data in the multiple systems in sync is both costly and inefficient. Operating a business based on these 'islands of information' is not an option in today's challenging business climate.

Yet trying to buy an integrated system that covers all these bases, matches the specifics of your business model, and is still affordable, is often an impossible task. And even when such a system can be found, migrating to a fully integrated system from today's multiple applications can be a difficult and risky process.

info@hand Finance is an optional module for info@hand that can link the key financial data within info@hand with a QuickBooks implementation. The key features of info@hand Finance include:

• info@hand Finance continually synchronizes Accounts (company list in QuickBooks), the Product Catalog (item list in QB), Invoice & Payment data, Quotes (estimates in QB), currencies and taxes within info@hand with the QuickBooks Accounting system from Intuit Inc.;

• The synchronization is accomplished via the QuickBooks Web Connector (QBWC), at intervals controlled by QBWC. QBWC is free, and provides a SOAP-based web-services interface with which info@hand Finance communicates.

• info@hand Finance is compatible with info@hand 5.1, and later revisions;

• info@hand Finance is compatible with conventional QuickBooks software (2006 generation or later, Pro and higher versions, USA, Canada, UK or Australia). It does not currently support QuickBooks Online Edition (QBOE).

Note: QuickBooks is a registered trademark of Intuit Inc.