Add accounting customer ID to CRM contact record
Add accounting customer ID to CRM contact record
You lose time when QuickBooks customers lack CRM links, leaving invoices and client files disconnected. This links accounting IDs to contact records so billing and intake reconcile before invoicing.
Overview
Linking accounting customer IDs to contact records removes manual lookup for billing and intake, reducing reconciliation friction and invoice misrouting. Your billing staff and paralegals will be able to reconcile accounts faster, typically before the next invoicing run.