Get to Know Your Paying Customers
With our CRM Integration with QuickBooks.
QuickBooks CRM Integration In Action
Watch as Batchbook CEO Pamela O’Hara walks through our QuickBooks CRM integration.
- Import contact info directly to your accounting software
- Stay on top of open invoices right in Batchbook
- Save time by having all your info in one place
CRM QuickBooks Integration
By using Batchbook CRM with QuickBooks Online, you can do more.
- Send contact info directly to QuickBooks for quick and easy invoicing
- Import customer data to build stronger relationships
- See open invoices for your contacts right in Batchbook
- Easily assign tasks based on open and overdue invoices
- Use the dashboard widget to see customers who you haven’t communicated with recently
The Best CRM for QuickBooks
With Batchbook, you get the full story.
- Keep track of every contact detail
- Record emails and see social updates
- See and assign to-dos
- Build custom lists for follow up
- View open invoices
