QuickBooks insightly integration

Insightly, one of the most successful and widely used customer-related management (CRM) solution software that offers a wide range of functionality and various integrations for all types and sizes of small to mid-size businesses (SMB). This visually attractive app has a dynamic and intuitive user interface and performs an exceptional job of organizing basic CRM functions and presents them in a user-friendly manner. It also offers project management functionality as well as facilitates marketing automation. Under one interface, users can combine their project management, CRM, and marketing functions.

Integrations of QuickBooks and Insightly

The integration of Insightly CRM and QuickBooks Online is one of the most striking features which ease the functionality of SMB’s. It lets users to view their QuickBooks customers’ payment statuses, invoices, documents numbers, and transaction history. The integration helps in connecting QuickBooks records to user’s Insightly contacts.

  1. Firstly, users should authenticate their Insightly and QuickBooks accounts.
  2. In the Insightly account, go to system settings > Integrations.
  3. Next, do click the install buttons for QuickBooks.
  4. Thereafter, do click Connect to QuickBooks.
  5. Users will be directed to the log-in page of QuickBooks Online.
  6. Next, do click the Authorize button to allow Insightly your QuickBooks Online data

Important integrations used by users

  1. Adding or Updating a Contact in Insightly on a New Customer in QuickBooks Online
  1. Adding or Updating a Customer in QuickBooks Online on a New Lead in Insightly
  1. Adding a Lead in Insightly on a New Customer in QuickBooks Online
  1. Adding or Updating a Customer in QuickBooks Online on a New Contact in Insightly
  1. Adding a Lead in Insightly on a Modified Customer in QuickBooks Online
  1. Sending Invoice in QuickBooks Online on a New Task in Insightly
  1. Adding or Updating a Contact in Insightly on a Modified Customer in QuickBooks Online
  1. Sending Invoice in QuickBooks Online on a New Contact in Insightly