How to Integrate Bitrix24 with QuickBooks?

Bitrix24 is a collaboration platform that combines communication with management tools to provide a unified solution for all your business needs. It is designed to address all your team management needs without the need for any additional software. Bitrix24 provides tools for projects, documents, time, and HR management. Additionally, it also provides extensive customer relationship management (CRM) features, making it a complete business management solution. Bitrix24’s CRM offers tools for lead tracking, reporting, and automating sales. Users can view either pre-set or custom reports, providing flexibility in what you can track.

The software has a free base version without any limits on the number of users in addition to 3 paid plans that unlock the full capabilities of the platform. Bitrix24 is a cloud-based service that can be accessed on your mobile device or via a browser. Although it is a comprehensive business management software, mastering it to maximize the benefits that can be extracted requires users to invest time. This article focuses on Bitrix24’s integration with the accounting software, QuickBooks.

Benefits of Integrating Bitrix24 with QuickBooks

The main advantages of integrating Bitrix24 and QuickBooks are listed below.

• The sync between Bitrix24 and QuickBooks ensures that data seamlessly flows between the two resulting in accurate financial records and uniform client data.
• The sync allows users to easily track organizational spending to better manage business expenses.
• The integration allows for the generation of comprehensive reports that combine input from both Bitrix24 and QuickBooks.
• Bitrix24 provides secure channels for sharing data and files. This is particularly important for businesses that deal with sensitive information.
• It also provides integration with a number of third-party applications including social media platforms to manage your company’s social presence.
• The integration automates several operations, eliminating the need to carry out recurring workflows.

How to Integrate Bitrix24 with QuickBooks?

This section outlines how one can integrate Bitrix24 with QuickBooks Online.

• In the Market section, select QuickBooks and click Install. After accepting the terms and conditions, click Install again.
• Click Log in and enter your credentials.
• Map the fields based on your organizational needs.
• Disable the check for required custom fields under CRM settings and initiate the synchronization.

Once the integration is complete, you will be presented with the sync report and an active synchronization status. The data sync is a one-way channel, allowing information to be sent from QuickBooks to Bitrix24.

Contact Apps4Rent for Expert QuickBooks Integrations

Integrating your CRM platform with your accounting software helps reduce redundancies and errors, paving the way for efficient business operations. Despite seeming so easy, integrating two software can occasionally require troubleshooting and careful configurations for seamless functionality. By choosing Apps4Rent for your QuickBooks integration, you can expect the best technicians to handle the process leaving you with perfectly synced platforms.

Apps4Rent is an Authorized Intuit Hosting Provider and offers dedicated QuickBooks hosting services. Our services are hosted on SSAE 16 certified data centers for the best data security and encryption protocols. Contact us over chat, email, or call to learn how we can help your organization achieve your next milestone. With over 20 years of experience, our experienced support team is well-equipped and available throughout the day to assist you with your cloud computing queries.