Welcome QuickBooks Online Users!
Discover the Power of Repair-CRM & QuickBooks Online Integration
Are you a service company owner looking to streamline your operations and financial management?
Look no further! Repair-CRM, when integrated with QuickBooks Online, offers a comprehensive solution tailored to your needs.
Why Choose Repair-CRM & QuickBooks Online Integration?
- Unified Operations: With Repair-CRM, you can effortlessly manage service requests, assign tasks to technicians, and monitor job progress. All from a single, intuitive platform. Say goodbye to scattered information and hello to streamlined operations.
- Effortless Financial Management: No more juggling between systems for your financial tasks. Generate invoices directly from Repair-CRM. With QuickBooks Online integration, your financial management becomes a breeze, eliminating double-entry and reducing the risk of errors.
- Enhanced Customer Service: Keep track of customer information and service history with ease. Provide personalized service and keep your customers informed about their service requests. With Repair-CRM, you can elevate your customer service to new heights.
Take the Next Step Towards Business Efficiency
Join the community of service company owners who have revolutionized their operations with Repair-CRM and QuickBooks Online integration. Start your journey towards streamlined operations, effortless financial management, and enhanced customer service today!
How does the integration between Repair-CRM & Quickbooks Online work?
Enable the integration with going into your Repair-CRM account.
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After logging in navigate to Settings / System settings / Integrations.
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Click on the Button Connect to QuickBooks
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Using the QuickBooks authentication API, log in to your QuickBooks account and enable Repair-CRM to access your account.
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You can Disconnect the integration anytime you want to.
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After Successful integration you will see 3 things:
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Clients tab, New button (on the right arrow) Import from QuickBooks: lets you import your Customers from QuickBooks Online
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Parts tab, New button (on the right arrow) Import from QuickBooks: lets you import your Products from QuickBooks Online
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After scheduling and Finalizing a Job, you can send the Job data to QuickBooks to create an Invoice (on the Jobs tab, after selecting a finalized Job
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Create a 14 day trial for Repair-CRM here
If you’d like to learn more about the Repair-CRM and QuickBooks Online integration, click here:
https://help.repair-crm.com/en/articles/5431748-quickbooks-online-integration