QuickBooks Connector
Integrate eWay-CRM with QuickBooks.
Up to Date with your Data. Always.
Stop wasting your time with maintaining two databases.
Our automatic two-way synchronization always keeps your data up to date. Whatever you change in eWay-CRM is automatically changed in QuickBooks and vice versa.
It’s so easy.
Simplify your Work
You keep your potential customers in CRM because that’s where they belong. When you convert them into real clients, their information will be automatically synced with QuickBooks.
Keep your Cashflow under Control
Access your invoices right in eWay-CRM. They will be chronologically organized under a special tab. Ready to be reviewed.
You can instantly see their statuses, prices and due dates. You can open them to see more. Even individual items. If you are at a meeting with a customer and you need immediate access to invoices and payments, you are one click away.
More than just a Reporting
QuickBooks provides a set of reports. But sometimes, you need the data to reflect your unique business.
How about a report showing how much money your sales reps brought in so that you can promote the best ones?
What about viewing the current profit of your active projects in order to predict your future income?
It’s not just another set of reports. It’s about putting the pieces together and helping you run your business efficiently.
Easy to Install. Easier to run
The QuickBooks Connector is really easy to install. You just need to authorize eWay-CRM and QuickBooks and you are ready to go.
If you already have data in both programs, our consultants will help you merge them.
Later on, a scheduled task takes care of automatic sync. You don’t need to do anything. Just focus on your business.
WHAT DO OUR CUSTOMERS SAY ABOUT THE INTEGRATION?
“Having the sync between QuickBooks Online and eWay-CRM is very useful for us, thank you! It saves us having to re-enter customer details twice, a process which can be error prone.” Ben Hiron-Grimes, Director of The Excel Experts |  |
Try for Free
If you are new to QuickBooks or eWay-CRM, install the connector by yourself. If you already have data in both pieces of software, play it safe and book our consultant. We will help you merge your databases.
