QuickBooks imports data from the invoices and on importing the data, the software categorizes the items sold and automatically calculates the net revenue which helps in identifying the most profitable items and also presents the total of the expenses incurred. QuickBooks shows the exact state of the financial health of the business. It further makes it easier to accept international payments, record transactions in different currencies, and represent the reports to account for currency fluctuations.
This Cloud based system is used for processing bills and business payments for medium and small sized businesses because of its versatile features and its user-friendly interface that makes the user experience easy and simple. Another important feature is its reporting feature that makes it more popular amongst the users.
The software application has got some unique features that makes it more useful as a web-based application,

• Electronic payment functions
• Remote access capabilities
• Mapping features
• Remote payroll assistance and outsourcing
• Online banking and reconciliation
• Better mail functionality with Microsoft Outlook

1. PayPal

Etsy aids to monitor and sync the sales and transactions easily. Each sale's classification (revenue, sales tax, and merchant fees), together with each listing and transaction fee, are clearly visible on Etsy. It is possible for an Etsy merchant to be liable for quarterly estimated taxes. Swift Etsy QuickBooks Integration enables QuickBooks to estimate the amount of quarterly taxes due. With minimal data entry, Etsy automatically publishes item data to the web stores.
Consolidation of customer information inside of QuickBooks helps to enhance customer service and response times and this helps to take the business to the next step. Centralized order management is available in Etsy by recording all of the sales and pushing them into QuickBooks for the development of sales receipts, sales orders, or invoices.
Etsy also provides the option of automatically generating purchase orders for drop-ship suppliers or third-party logistics firms based on the amount of inventory. Tracking and monitoring of incoming orders becomes easier. Etsy does 3-way matches of invoices, purchase orders, and inventory receipts by setting up automatic order status reports from suppliers. The automatic item synchronization eliminates the need to manually adjust inventory levels in response to sales and online store orders.

When a customer progresses from a prospect to a customer, and then to a recurring customer. That is, different departments in your firm, such as sales, accounting, and order fulfillment, deal with customers at various points of their journey. The same information will be entered in many places if separate departments utilize different systems to conduct their responsibilities. The possibility of human error in data entry increases as well. Integrating QuickBooks and Method CRM assists in having all of the clients' information in one place can also help your sales team follow up on leads and close them more efficiently.
It will also assist you in automating your sales process. For example, sending follow-up emails to prospects, emails reminding customers to renew subscriptions, and thank you letters after a transaction. It also includes a well-equipped contact management tool that tracks client communication, as well as fully customized functionality such as dragged-and-drop tools across the window and personalized colours and logos. One may also incorporate an accounting system and registration part in Method CRM, where customers can check out their orders and finish their purchases.
QuickBooks integration enables the company to arrange and differentiate the payments into categories such as personal, company, costs, revenue, and sales. It also allows you to tag the main business costs which helps to identify the amount of tax to be claimed.

Bigtime does project management and professional services managed easily by QuickBooks. It gives small and medium-sized organizations everything they require for efficient contact management, marketing automation, business operations, and collaboration.
In the era of remote working, it is an excellent project management tool since it enables the management of budgets, actuals, timesheets, and analysis all in the same location as the work and collaboration. Bigtime integration with QuickBooks helps to post timesheets and costs. Importing historical data for simple implementation becomes easier. Invoicing from either system offers the greatest level of control and flexibility.
Users can use the QuickBooks integration to accurately bill and track staff hours. Executives, managers, team members, contractors, and clients can collaborate on projects using Gantt charts and Gantt chart file sharing. Real-time project status updates, automated task management using workflows, and current notifications and reminders are all made possible. Tasks can be filtered and prioritized by integrating Bigtime with QuickBooks.

When users run payroll, cancel payroll, or make a correction, the entire wages, taxes, and reimbursements appear in the QuickBooks account. To expedite the setup process, Gusto will import the company and Employee data from QuickBooks. With Gusto and QuickBooks integration, the payroll schedule becomes more customizable. Updates can be automated or manual, depending on the user's preferences. Employees can fill out their own bank information and W-4s, making tax form processing easier. They also have lifetime accounts that provide them access to their pay history and W-2s, as well as the flexibility to alter their own information, resulting in less paperwork. This approach improves in reporting without incurring delays.

Manage your business anywhere, anytime!

Automates spending

Organize expenses easily

One-click report

Dashboard experience

In Summary

Why is it important to have QB Integrated?

The benefits of Integration of CRM with QuickBooks:

Autopilot sales processes:

Declutter and organize:

Boost business efficiency:

Prevent double data entry:

Reduce data security risk: