Discover a measurable increase in convenience, efficiency and productivity when you integrate Insightly CRM with QuickBooks Online, the #1 online accounting application. Users can view any customer payment status and history within Insightly via the QuickBooks Online tab.
*Don’t have QuickBooks Online? Intuit is offering a 25% discount to new QuickBooks Online Customers in the United States, Canada, and Australia. Simply contact Jeff Carrete at Intuit and mention that you are an Insightly customer: [email protected] or at 858-215-8171
Customer-centric financial view
View your entire customer base and their account status, invoices and payments- without leaving the Insightly CRM.
Eliminate dual data entry by linking invoices, payments and estimates to customer contacts, opportunities or projects.
Payment details at your fingertips
See open, overdue and income payment details directly within the Insightly contact record.
Keep tabs on due dates
Link specific QuickBooks records to contacts based on Invoice Date, Payment Date, Estimate Date, or document numbers.