accounting integration

SalesNexus & QuickBooks Integration-Sales Opportunities

Salesnexus and Quickbooks Integration-Sales Opportunities

Today we’ll be showing you how to automatically create a new task for a member of your team in SalesNexus CRM when an invoice gets paid in the accounting software Quickbooks. This can alert them in real time when an invoice is paid, what it was for, and how much they paid, so that they … Continue reading

Manage Accounting Information in CRM Software

Using Accounting Info in CRM Software

If you’re using custom or uncommon Accounting Software, having access to Accounting Information in CRM software can be difficult. Giving sales and customer service staff access to credit limits, credit balance, YTD sales and other information typically only available in your accounting system provides a better customer experience and reduces errors, canceled orders and wasted … Continue reading

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