Your service provider may be supplying an earlier release and the level of features supported may vary.

Quickbooks

Integration Type

Client Add-in

Add-in Classification

Controlled

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Intuit

Application:

Quickbooks

Version:

12

Market:

Accountancy

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Communicator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Please enquire with your service provider to find out more about the features supported for this integration.

Only sites that have 1 Company File are supported

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. Quickbooks (Product Website)
  2. Intuit (Manufacturer Website)