QuickBooks Online - The SmartIntegration Platform

The SmartIntegration Platform for

Financial Application Integration Real-time benefits for you

The InterWeave QuickBooks Solution integrates the various Editions of the QuickBooks Online Editions by means of InterWeave SMART Solutions, a comprehensive SaaS Integration Platform, providing uni or bi-directional integration of data with your CRM. As QuickBooks has developed various Accounting Systems over the years, we have focused on keeping pace with them.

Explore the Platform

Ops

Monitoring + Alerts

Mode

Uni / Bi-directional

Config

Object-level

Support

Knowledgebase

All your accounts, always organized

Get a clear view of your profits, without the manual work. QuickBooks syncs with your accounts and automatically categorizes your transactions, so you’re effortlessly organized all year long.

Never lose sight of business expenses

From tracking everyday expenses to being ready for tax time, QuickBooks helps you understand where your money goes.

Get all-in-one financial clarity

Start each day with a full financial picture. No matter the account, every transaction imports to your dashboard so you can monitor all your balances, all in one place.

Building upon success

QuickBooks Online and InterWeave builds upon the success of QuickBooks Online, providing SmartSolutions that deliver powerful yet easy-to-use configurable integration solutions for your CRM, allowing seamless integration of data, uni or bi-directional from your QuickBooks Online to your CRM.

Complete, pre-built integration Solutions – between “Best of Breed” applications
All processes, workflow logic, mapping is ready for you to configure – with a mouse and the web
Smart Solutions are completely configurable by the customer with pick lists, drop downs and custom fields
Start-ups, SMB or Enterprise – select exactly the right type of configuration model for you – modify at any time

This is a Mobile Application

Both iOS and Android apps for phones and tablets are available and included with your QuickBooks Online account. Here’s what they can do:

Create, customize, send and track invoices
Take photos of receipts and attach them to expenses
Reconcile transactions
View customer information, add new customers and message customers directly from the app
View dashboard data such as your account balance and profit and loss report. You can also open current and past-due invoices
Accept payments on the go and online (after activating QuickBooks Payments)

QuickBooks Advanced Inventory - reflected in your CRM

QuickBooks Desktop Enterprise features the most powerful and comprehensive inventory management tools in the QuickBooks family. The Advanced Inventory tool in QuickBooks Enterprise enables you to manage end-to-end sales order fulfillment from one central dashboard, makes it easy to track items to specific bins within a warehouse, accurately tracks quantity and value of inventory in multiple locations, makes it easier to assemble items and track their Bill of Materials cost, including labor and overhead costs, and much more. It’s our most robust solution for inventory management with advanced functionality that scales to your business. Inventory levels are reflected automatically in your CRM so Sales can communicate accurately to their customers.

Which QuickBooks Edition is right for your business?

The good news? InterWeave Supports them all.

Now your CRM can work seamlessly with the QuickBooks Online or QuickBooks Pro Editions available. Our configurable, Cloud Integration Solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings. The Editions we support are below:

A solution that works as hard as you do

With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard QuickBooks Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.).

Uni or bi-directional integration at object level
Create and update QuickBooks Customers, Sales Orders, Invoices and Products from your CRM
Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks
24x7 access to the online support knowledgebase
Discounts on value add solutions including:

Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Salesforce.
All Quickbooks history, like Invoices, payment history, etc. is available in your CRM
Configurable options allowing you to change/select new integration configurations at object level.
Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected.