QuickBooks Integration Overview

Our QuickBooks integration is an optional add-on available to Junari customers that allows them to connect their CRM to their QuickBooks Cloud accounts system.

The Junari QuickBooks Link Capabilities

1. Link your CRM Companies and Contacts to existing records in QuickBooks

2. Create new QuickBooks Customer records directly from CRM

3. Raise QuickBooks Invoices from your CRM

4. Raise and post QuickBooks Credit Notes against invoices created in CRM

5. View QuickBooks Invoice payments in CRM

6. View your Customer Account Status in CRM (including the account status note)