How are you integrating QuickBase CRM and QuickBooks?

I’m looking to conduct some customer interviews around QuickBase and QuickBooks integration, especially with respect to sales and CRM functionality. I’d love to talk with you about what you are currently doing to integrate QuickBase and QuickBooks (if anything), and what your business needs are around data going back and forth. I’m especially interested in talking to customers who have pre-built integration using our APIs, but even if you use both QuickBase and QuickBooks, and just have some thoughts, I’d love to talk with you.

So: If your company uses both QuickBooks and QuickBase for sales management or CRM, and you’re willing to take between a half hour and an hour on the phone in an information gathering session, would you please sign up at: https://www.quickbase.com/db/bcc72jqr3?a=nwr

Thanks, as always for your help!

  • http://www.brofort.com/ Rick Whitley

    Any insights as to what and when we can expect the spring update to Quickbase? I notice the look of the sign-in screen has changed!

    Rick

    [Reply]

  • http://www.brofort.com Rick Whitley

    Any insights as to what and when we can expect the spring update to Quickbase? I notice the look of the sign-in screen has changed!

    Rick

    [Reply]

  • Andrew Bartels

    I would interested to learn more about any spring updates

    [Reply]

  • Andrew Bartels

    I would interested to learn more about any spring updates

    [Reply]

  • Natalie

    I use Quickbase Project Mgmt and I use Online Quickooks. I am looking to integrate the two. i.e. Transfer charges like purchases and expenses right into Quickbooks. It seems we cannot do this without paying a developer which for a small company like us defeats the purpose. We are in the cloud for both access and non-maintenance costs.

    I can tell you this the first one to get to the finish line where I can import my porject mgmt expenses into my accounting software is going to have my business immediately. It costs a great deal in payroll for us due to the fact we have to do double entry.

    [Reply]

  • Natalie

    I use Quickbase Project Mgmt and I use Online Quickooks. I am looking to integrate the two. i.e. Transfer charges like purchases and expenses right into Quickbooks. It seems we cannot do this without paying a developer which for a small company like us defeats the purpose. We are in the cloud for both access and non-maintenance costs.

    I can tell you this the first one to get to the finish line where I can import my porject mgmt expenses into my accounting software is going to have my business immediately. It costs a great deal in payroll for us due to the fact we have to do double entry.

    [Reply]

  • EricT

    Is this not yet possible – quickbase and quickbooks integrated to work together?

    [Reply]

    Intuit QuickBase Reply:

    A few of our partners offer various add-on’s for QuickBooks integration. Check them out here under the Integration tab: 
    http://quickbase.intuit.com/partners/add-ons

    [Reply]