Integrate Your Sales and Financial Systems

The integration of business data is a serious and long-standing issue for small and mid-size businesses (SMBs). Typically, an SMB buys a CRM, an operations management system specific to their business model, an accounting system, an invoicing system, and potentially a service management system. Add in their public web site, and a customer self-service portal, and the average SMB starts to feel like they are in the IT business, not their real business.

Yet, trying to buy an integrated system that covers all these bases, matches the specifics of your business model, and is still affordable, is often an impossible task. And even when such a system can be found, migrating to a fully integrated system from today’s multiple applications can be a difficult and risky process.

1CRM Finance simplifies this process with a Quickbooks integration. A separately priced module that links the key financial data within 1CRM with a QuickBooks implementation. The key features of 1CRM Finance include: 

Order Management

1CRM Finance continually synchronizes Accounts (company list in QuickBooks), the Product Catalog (item list in QB), Invoices, Received Payments and AR balances, Quotes (estimates in QB), currencies and taxes within 1CRM with the QuickBooks Accounting system from Intuit Inc.

Synchronization

1CRM Finance syncs Suppliers, Bills, Outgoing Payments and AP balances. The synchronization is accomplished via the QuickBooks Web Connector (QBWC), at intervals controlled by QBWC (typically once an hour, or once a day – set it as you prefer). QBWC is free, and provides a SOAP-based web-services interface with which 1CRM Finance communicates.

Compatibility

1CRM Finance is compatible with conventional QuickBooks software (2006 generation or later, in the Pro, Premier or Enterprise versions, USA, Canada, UK or Australia). It supports a greater set of features in most countries if you use QuickBooks 2010 or later versions. It does not support QuickBooks Online Edition (QBOE)

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