When it comes to business accounting, most SMBs look up to QuickBooks as a resolute solution. The accounting software offers a vast range of benefits for various industry needs, such as – inventory, invoicing, etc. Apart from its feature-rich usability, what makes QuickBooks irreplaceable is its availability in different versions to fit the need of almost all sizes of business.
Since accounting operations depend closely on the various other departments, integration of accounting software with other business tools is almost an essentiality. To help with that, QuickBooks can even be integrated with other business software, such as – CRM, ERP, etc.
This integration streamlines and automates a number of cross-department financial interactions for businesses to save time and resources in a big way.
However, to maintain the best integration standards there are certain steps that must be taken. SMBs that are new at using QuickBooks integration may often ignore these steps and end up without extracting the real potential that it could have offered.
In this infographic, we share the some of the important tips that you must consider with QuickBooks integration for your small or mid-size business, such as –
- Understanding the right software version for your business
- Streamlining your business website for better conversion
- Making right choice of CRM for business
- Integration practice that your business needs
Did you find this infographic helpful? Or wish to offer some suggestions? You can mention your take in the comments below. Feel free to share this infographic using the embedding code available below infographic.
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Comments (1)
CRM is not the only software business need to integrate QuickBooks with. There are a number of tax software and special QB add-ons too.
Updating one application can disturb the integration?
That can depend on the update. However, most of the updates with modern software such as QuickBooks are planned in a way that does not disturb the existing integrated setup.
Website design is not always a priority of the SMBs. I mean it depends on the industry they serve. However, the time is changing in the favor of websites and almost everyone will have to go with it.