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:

15

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

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

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