However, if you were able to poll a number of CRM implementation companies that have integrated or attempted to integrate a cloud CRM system with QuickBooks Desktop, you’d be hard pressed to find anyone who said, “it works like a charm” or “it’s a thing of beauty”.Įven though there are undoubtedly companies for which a form of QuickBooks to CRM integration works to their satisfaction, you’d be more likely to hear from customers that the integration is deficient in a number of ways. Often, the version of QuickBooks in question is QuickBooks Desktop. On our landing pages, visitors from SMBs often populate the field labeled Your #1 CRM Challenge? with “Quickbooks integration” or some variant thereof. It’s also an application that accountants know well, which is one of the barriers to SMBs switching off of QuickBooks. QuickBooks Desktop continues to be a dominant accounting software for small to mid-sized business.
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