CRM and Quickbooks
Seamlessly convert your won opportunities into invoices
FibreCRM integrates with QuickBooks online to seamlessly create clients and invoices in Quickbooks when proposals are won or engagement letters signed in FibreCRM.
- When clients e-sign a FibreCRM proposal, FibreCRM creates the client and Invoice(s) in QuickBooks
- Information flows both ways including payment history and updates
- One-off and recurring invoices are sent to QuickBooks
- Clients receive email with attached QuickBooks invoice as soon as they sign the sales proposal
- Invoices can be generated and automatically emailed to client when client signs engagement letter
- Supports multiple QuickBooks Companies into a single FibreCRM allowing you to segment your clients across multiple QB Companies
Whitepaper: The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.