INTEGRATION WITH QuickBooks
See your QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors. Syncing can be set manually or automatically.
Featuring our integration with qbGold
See a demo (recorded webinar)
Introduction to qbGold
- qbGold provides Goldmine Users with visibility of QuickBooks transactions like Purchase Orders for Vendors, Quotes, Sales Orders and even Invoices. For more information, visit The Quickbooks Website
- It allows an authorized Administrator to add a Client Record from GoldMine to QuickBooks saving on duplication of data entry.
- qbGold synchronizes all records from QuickBooks to GoldMine manually or automatically. Set the Sync frequency that you need, every x minutes, hours, days, at a specified time or only during a set time period.
Synchronizations Rules
Create Your Own Rules
Creating Rules are easy and a great way to control the way your contacts synchronize and link between GoldMine and QuickBooks.
Link QuickBooks and GoldMine Records
Use rules to build links between QuickBooks and GoldMine on the data you’ve already entered. You can create Multiple Rules.
Access to QuickBooks and GoldMine Fields
While you build rules within qbGold you will have access to fields from within QuickBooks and GoldMine. An Example is Linking based on Email Address.
Customer & Vendor Transactions
Customer Synchronization
From the settings window, you can pick the mapping you need for Contact Fields, Summary Fields (v2) and Transactions.
Vendor Synchronization
Once you have identified how you identify a Customer and Vendor in GoldMine, you can modify what will sync from QB Vendors to GoldMine.
Transaction Synchronization
Once Customers and Vendors have been set up, don’t forget to pick the transactions you want to sync into GoldMine. Sales Orders, Estimates, Purchase Orders and Invoices. More to come in v2.
Read our blog:
NO, YOUR CRM SYSTEM IS NOT AN ACCOUNTING SYSTEM. DON’T EVEN THINK ABOUT IT
written by Gene Marks
Gene Marks is a certified public accountant and the owner of The Marks Group PC, a ten-person technology and financial management firm based near Philadelphia that specializes in CRM. Gene writes daily for The Washington Post and weekly for Forbes Magazine, Inc. Magazine and Entrepreneur Magazine. You can follow him on Twitter and Facebook.