Tag Archive for: quickbooks

QuickBooks Desktop users, we feel your pain. When it comes to integrating QuickBooks Desktop with other business applications, you may feel like you’re wearing a shoe that’s one size too small – uncomfortable, restrictive, and limiting.

You’re forced to choose between the comfort and familiarity of QuickBooks Desktop, or the convenience and integration options of QuickBooks Online. It’s like being stuck between a rock and a hard place – neither option seems like the perfect fit.

But what if we told you that there’s a way to find the perfect shoe size?

You can still use QuickBooks Desktop, while also enjoying seamless integration with your favorite business applications.

Get ready to break free from the limitations and take your productivity to new heights. Stay tuned to learn more about how you can find the perfect fit and say goodbye to the forced switch to QuickBooks Online.

QuickBooks Desktop vs. QuickBooks Online – What’s the difference?

Let’s understand with a comparison table:

FeatureQuickBooks DesktopQuickBooks Online
CustomizationHighly customizable, with the ability to tailor settings and features to fit your specific business needsLimited customization options, with a standardized set of features and settings
PerformanceRuns locally on your computer, with fast processing speedsCloud-based, with slower processing speeds and reliance on internet connectivity
IntegrationsLimited options for integration with other softwareExtensive options for integration with other software, including popular CRM, e-commerce, and project management tools
AccessibilityRequires installation on a specific computerAccessible from any device with an internet connection
Security and ReliabilityReliable backups, secure user access, and multi-layered security features to keep your data safe and protectedCloud-based security measures with limited control over user access and backup options

Unpacking QuickBooks Desktop Integration Limitations

As you have already read in the comparison table above, QuickBooks Desktop requires manual updates and is limited in terms of integration with other software applications.

This can lead to difficulties for businesses.

The process can be challenging, and users often face several limitations when attempting to integrate their accounting software with other business applications. Some of the common issues that users face include data duplication, synchronization errors, and a lack of real-time updates.

In some cases, integration tools require users to migrate their data to QuickBooks Online, which can be time-consuming and costly.

This forced migration can be frustrating for users who prefer the features, speed, and reliability of QuickBooks Desktop.

Additionally, switching to QuickBooks Online may not be ideal for everyone, especially for those who have already invested significant time and resources into customizing their desktop workflows.

Overcoming QuickBooks Desktop Integration Hurdles:

Maximizing Business Efficiency

But all is not gloomy as there are currently some options available to users for integrating QuickBooks Desktop Data with their CRM data.

These data integration solutions can help businesses connect QuickBooks Desktop with a wide range of applications, such as Salesforce, Shopify, or HubSpot.

Benefits of Data Integration Solutions

Automatic data mapping: Data integration solutions offer automatic data mapping, which ensures accurate data synchronization and minimizes data duplication. This eliminates the need for manual data entry or import/export processes, reducing the risk of errors and saving time.

Real-time updates: Data integration solutions provide real-time updates, allowing users to access and share the most up-to-date information across their business applications. This improves efficiency and productivity by eliminating delays and reducing the risk of working with outdated data.

Customization options: Data integration solutions offer customization options, allowing users to choose which data fields to map between QuickBooks Desktop and other applications. This ensures that only relevant data is shared, reducing clutter and simplifying workflows.

One possible data integration solution is Commercient SYNC, a Built-for-You platform that enables businesses to easily and securely integrate their QuickBooks Desktop data with other applications. Commercient SYNC offers automatic data mapping, real-time updates, and customization options, providing a streamlined solution for managing business operations.

Advantages of Using Commercient SYNC for QuickBooks Desktop Integration

Increased Efficiency and Productivity

By eliminating the need for manual data entry or import/export processes, Commercient SYNC can help businesses save time and improve efficiency. Real-time data updates ensure that users always have access to the most up-to-date information, reducing delays and improving productivity.

Improved Data Accuracy

Commercient SYNC’s automatic data mapping ensures that data is accurately synchronized between QuickBooks Desktop and other software applications. This minimizes the risk of data duplication or errors, providing businesses with more reliable data for making important decisions.

Customizable Integration Workflows

Commercient SYNC allows users to customize their integration workflows, enabling them to choose which data fields to map between QuickBooks Desktop and other applications. This ensures that only relevant data is shared, reducing clutter and simplifying workflows.

Final Thoughts: Making the Right Choice for Your Business Accounting Needs

Integrating QuickBooks Desktop with other software applications can be a complex process, but it’s essential for businesses looking to streamline their workflows and achieve greater success.

While QuickBooks Desktop’s native integration capabilities are limited, third-party solutions like Commercient SYNC offer a way to connect QuickBooks Desktop with a wide range of applications, providing businesses with more flexibility and integration options.

To get started with integrating QuickBooks Desktop with other software applications, businesses should evaluate their needs and choose a solution that best suits their requirements. Consider factors such as data accuracy, real-time updates, customization options, and the ability to integrate with a wide range of applications.

By taking these steps and selecting the right solution, businesses can improve efficiency, reduce data duplication and errors, and streamline workflows.

With the right data integration solution, businesses can gain a competitive edge, improve decision-making, and achieve greater success.

So, if you’re ready to take your business to the next level, start exploring data integration solutions like Commercient SYNC today and see how they can transform the way you work.

The rumor mill is abuzz, and speculation about the discontinuation of QuickBooks Desktop products is widespread. Here at Commercient, we aim to sort the rumors from the facts. While QuickBooks is making some changes announced on its website, they do not indicate that they are sunsetting its Desktop product

Some changes that have been announced are:

  • Changing from 32 to 64 bit
  • Discontinuing payroll and multi-currency features in outdated/older versions
  • Newer versions of QuickBooks enterprise will no longer support the Linux Database Manager

But, none of these changes result in the discontinuation of the product.

Changing to 64 Bit

Changing to 64-bit is just a new way that the software is programmed. New is good. New suggests a future. And this change made the program considerably faster. Why would Intuit invest in enhancements for a product they were sunsetting?

Payroll and Multi-Currency

Discontinuing the payroll and multi-currency in old versions is not a new thing. This happens often. As new products come out, it becomes more and more cumbersome to maintain these features in old versions. They aren’t getting rid of these features, they are just encouraging customers who need them to upgrade to a newer version where they are supported.Customer Experience Costs.

Linux Database

A Linux database refers to any database built specifically for the Linux operating system. So, this statement is just that one operating system will no longer be compatible with one version of QuickBooks. I have great news! There are other operating systems! This is hardly a deal breaker, rather just, again, an enhancement in the QuickBooks product that no longer lends itself to Linux database compatibility.

In short, we do not believe QuickBooks Desktop users have anything to worry about. Also, while many integration companies are dropping the QuickBooks Desktop integration from their product list, we are here to stay and welcome all QuickBooks Desktop 64-bit integrations. In fact, we are expanding our QuickBooks Desktop service options. We are ready to integrate your QuickBooks Desktop with Salesforce, HubSpot, Zoho, or many eCommerce platforms. Come SYNC with us!

Contact us for more details about QuickBooks Desktop integrations.

For sales teams, both big and small, maximizing time wisely to meet and exceed quotas and goals should be a top priority. Unfortunately, many struggle with the monotonous tasks related to CRM activities, researching information about their leads and customers, looking at previous quotes and invoices, and other similar tasks. These often take up an unnecessary amount of time due to outdated software and systems that are in place. 

In order to save time and improve sales operations, many companies are leveraging the power of Commercient SYNC, the industry-leading Integration Platform as a Service (iPaaS) for ERP and CRM integration. Our SYNC app solves one very common problem many salespeople and companies face on a daily basis; easily viewing all the data from your multiple types of software in one easy place.

In the following, we’ll take a look at how sales professionals and organizations benefit from seamlessly accessing critical data without unnecessary hassle.

Integrate Data Between ERP & CRM – Bring QuickBooks Desktop and HubSpot Together 

As a leading CRM solution provider, HubSpot CRM and QuickBooks Desktop are being used separately by many sales professionals and accounting teams to track important data, create quotes, and invoice customers. In addition, enterprise resource planning, or ERP software, is also used in conjunction with this popular software.

As the important finance, HR, supply chain, procurement, and other important data is managed in the ERP software, this data is often unavailable within these other tools, including HubSpot CRM. As a result, time is wasted jumping between applications to try and make sense of the critical information within.

With Commercient SYNC, teams can easily access QuickBooks Desktop data directly in HubSpot CRM, such as products, estimates, invoices, and customers. The data that is created within HubSpot CRM is also SYNC’d over to QuickBooks, which helps avoid double data entry issues that are commonplace, plus ensures data accuracy.

Access Crucial Data, Anytime, Anywhere 

For outside sales teams who are constantly on the road, wasting time with a myriad of software and apps can be frustrating and lead to lower productivity. Because of SYNC’s ability to connect ERP and CRM data without mapping, coding, and complicated and expensive technology, accessing important data on the road is now easier than ever.

ERP data is sent to HubSpot CRM, and HubSpot CRM data is sent over to QuickBooks Desktop, simplifying access, regardless of your location. In turn, sales teams save time which helps improve their efficiency, activities, and close rates.

Minimize Human Errors and Manual Data Entry 

Manual data entry is one of the least loved tasks for any salesperson. This process not only takes time but often affects momentum and motivation. In addition, manual data entry often results in human errors. To minimize these issues and to help cheer up your sales staff, utilize SYNC for real-time data integration between your ERP and CRM.

Although this just scratches the surface, the benefits of the SYNC service are evident throughout many industries and are trusted by both large and small companies. In addition to the HubSpot CRM and QuickBooks Desktop integration, SYNC has over 110 systems in place. It can help with other software such as SAGE, Salesforce, Acumatica, Epicor, and more. Start integrating your data today, contact us to get started!

HubSpot CRM  is a customer relationship management tool used by many companies around the globe. HubSpot CRM assists businesses of all sizes to track, nurture and analyze business metrics. Users have the ability to track customer interactions automatically via email, social media or phone calls. Every interaction can be stored in a timeline organized by lead. The solution can also send real-time notifications for events such as when a contact opens an email or downloads an attachment.

With Commercient SYNC, the #1 data integration platform for sales, you can now integrate HubSpot CRM with Sage or Quickbooks to help enhance your sales, marketing, and customer service. Integrating HubSpot CRM with Sage or Quickbooks desktop is a powerful way to streamline daily processes and save valuable time and resources throughout your organization.

A strategic integration through Commercient SYNC allows HubSpot CRM users to leverage the features of both ERP and CRM systems to meet the requirements of even the most complex projects.

Commercient SYNC Data Integration Solution for HubSpot CRM to Sage and Quickbooks

Commercient’s SYNC makes it possible for you to see your Quickbooks or Sage data in HubSpot CRM. The data integration app keeps you up-to-date with changes made in Quickbooks or Sage ERP and HubSpot CRM system simultaneously. 

What we SYNC:

  • Order history
  • Bill to addresses
  • Financial accounting data
  • Customer data
  • Sales order data
  • Invoice data
  • Products
  • Custom Workflows / Opportunities / Orders / Invoices / Custom Objects
  • Plus any other data customers request

Click the link to find out how the above is demonstrated through HubSpot and Sage 100.

It is now easy to track real-time data feeds and updates while reducing data duplications and errors significantly. Better analysis of the HubSpot CRM data means you gain valuable insights into the true needs of the customer. This builds trust and customers are much more likely to stay with the brand or company.

Not only does this provide you with a better insight into your customer database, the integration can also help you build lasting relationships and determine where there’s potential for future growth. Consistent data gives you better analytics and reporting, so you can track changes in your customer’s profitability, preferences, and loyalty.

If you’re using HubSpot CRM, Sage and Quickbooks, and you would like to integrate those systems with Commercient SYNC, please contact us today.

The payment processing industry has evolved in recent years, and it can be a challenge for small businesses to keep up with new standards and best practices. Modern business finance is becoming more sophisticated, with robust solutions to make it easier for the customers, but also with security in mind in order to protect buyers’ data from cyberattacks. 

Companies often hold multiple financial accounts that accept different payment methods. Why bother with multiple bank accounts? Reasons include security concerns and expense tracking. Your company has multiple needs with different expenses that can be served by separate accounts.

Accounting software such as Sage or Quickbooks, can assist you with controlling and managing your business’s expenses efficiently, whether it’s travel expenses, petty cash or maintenance fees. The financial transactions that occur in a given timeframe on a ledger are accounted to the client/customer on a bank statement. And the balance of the accounts at any time is the money-related position of the client with the organization.

Commercient SYNC integration connects all your bank transactions hidden in your accounting software to your chosen CRM. It gives you the ability to sync your transactions from several bank accounts.

Benefits of Commercient SYNC

  • All-in-one app: Manage your business transactions and CRM activity from the same app
  • Improve customer service
  • Reduce tedious administration by improving efficiency
  • Generate more sales
  • Improve cross-functional communication
  • Increase productivity
  • Reduce manual data entry: Commercient SYNC pulls in transactions from your bank accounts automatically

The integration between payment transaction processing and accounting software offers advantages not available before when all had to be done manually. Bank account integration allows for payment transaction data derived from credit or debit card payments, or other electronic payments, to automatically flow into your CRM when a sale is made. It eliminates the need to manually enter payment transaction data and reconcile accounts, saving time, reducing labor costs, and less risk of human error.

With bank account integration, the data for each sale seamlessly posts into your chosen CRM software. This is similar to how the money from a transaction is directly deposited into a business bank account. This way, a salesperson needs to see if a customer has paid doesn’t need to wait for the Accountants to be at their desks to find out. Everything moves faster.

As more customers are moving away from cash and check transactions, it makes sense to have the data from electronic payments seamlessly flow into the business accounting system. This helps eliminate the need for manual entry, provides improved accuracy, and streamlines your sales processes.

Does your business make use of multiple bank accounts? Make the most of your investment by fully harnessing the tools you already have and integrate your sales and accounting software. Become more efficient, increase sales, provide superior customer experiences, and much more with SYNC. Contact Commercient today for a free demo.

Por: Isaura Martínez


La automatización está en boca de todos. Debido al tremendo beneficio que representa vender las 24 horas del día, no tener que estar presente para realizar tareas repetitivas y otras ventajas, automatizar se ha convertido en un boom que se ha insertado en todas las áreas operativas de un negocio: marketing, ventas, contabilidad, logística, etc.

Ante tanta demanda, las opciones que van apareciendo en el mercado son cada vez más numerosas y variadas. Herramientas, integraciones, aplicaciones, sistemas… todo esto con el fin de hacerle la vida más fácil a las empresas de todo tamaño e industria. Precisamente con este fin, Internet de las Cosas se va también abriendo camino. Aunque muchas personas suelen relacionarlo con robótica, dispositivos físicos para cuidar niños y mascotas, alarmas, y otros, IoC o IoT (por sus siglas en inglés) también representa ventajas para las empresas.

Así, IoT también te ayuda con la automatización de tu marketing y ventas. Hay herramientas para automatizar la programación de publicaciones en redes sociales, envíos de campañas de email marketing, incluso promoción de productos y servicios a través de secuencias automatizadas de correos electrónicos según los enlaces en los que una persona haga clic, hasta CRM. Por eso, van apareciendo herramientas mixtas que ofrecen dos o más de estas funciones.

¿Cómo puedes utilizar Internet de las Cosas para automatizar tu marketing y algunas funciones relacionadas a ventas?


Conectar herramientas con funciones muy distintas

No es lo mismo integrar un CRM con una herramienta de email marketing que integrar tu email marketing con tu sistema contable. Hay algunas herramientas que van incorporando funciones (como Mailchimp incluyendo los autoresponders en cuentas gratuitas o ActiveCampaign que incluye email marketing y CRM); sin embargo, son pocas las que pueden integrar otras funciones completamente distintas.

Una de las herramientas más completas y utilizadas para automatizar el marketing es Infusionsoft, que además cumple la función de CRM. En él se almacena información de suscriptores, personas que han descargado determinados recursos o comprado productos, y cómo estos contactos interactúan con el contenido que difunde la empresa a través de correos electrónicos y embudos de ventas.

Por otro lado, está Quickbooks, herramienta contable de las más utilizadas en el mercado, a través de la cual muchas empresas gestionan sus cuentas por cobrar, por pagar, clientes activos e inactivos, entre otras funciones. ¿Te imaginas poder integrar estas herramientas de modo que cuando haya actividad por parte de uno de tus contactos -sea que compre un producto, se genere factura, se suscriba, etc.- esa información se añada automáticamente a tu otro sistema? Con IoT Pulse ahora puedes hacerlo, pues te permite sincronizar Quickbooks y otros software ERP con Infusionsoft y más de 800 apps.


Mejor gestión de los contactos

¿Qué sucede cuando una persona decide suscribirse a tu lista? ¿O cuando compra determinado producto? Incluso si no compra en ese momento, ¿cómo gestionas la información de esa persona que se interesó en lo que ofrecías y que el “no” de hoy más adelante se pueda convertir en un “sí”?

Un software como Infusionsoft te permite trabajar estrategias de contenido personalizadas y segmentadas según intereses y cómo esas personas utilicen con el contenido que les envías: hicieron clic en determinados enlaces, se descargaron ciertos recursos gratuitos y otros no… con esa información, puedes construir una relación de valor con ese cliente -sea que ya te haya comprado o no.


Rapidez en el ingreso y acceso a la información

En promedio, una empresa utiliza entre 5 y 10 sistemas con diferentes funciones, sean relacionadas a marketing, ventas, contabilidad, logística, manufactura, etc. Pueda que haya información que se pueda ingresar rápidamente a un sistema o dos, pero ¿qué pasa cuando tienes que ingresar esos mismos datos en 10 lugares diferentes? ¿Cuánto tiempo pueden perder tú o tu personal tratando de mantener la información actualizada en todos esos sistemas de manera simultánea?

Sea que necesites ingresar a Quickbooks para ver toda la contabilidad relacionada con un cliente en particular, o a Infusionsoft para ver cómo ese cliente interactúa con el contenido que le envías, podrás ver la información en un solo sistema sin “tratar de recordar dónde podría estar tal o cual información”.


Atención a los clientes potenciales y actuales más personalizada

Relacionado con el punto anterior, no hay nada más frustrante para cualquier cliente o prospecto que tener que explicar lo mismo a más de dos personas diferentes. Esto sucede cuando la información está tan dispersa que el personal de atención al cliente no ve algo que ingresó al sistema del área de ventas o contabilidad, y si no hay disponibilidad de una persona de esas áreas en ese momento, no se le puede resolver nada al cliente.

Pero con una integración ese ya no es un problema. Ya no hay necesidad de dar mil vueltas para encontrar la información que necesitas en ese momento. Puedes ver a través de un solo sistema lo que ha pasado con ese cliente, desde su primer contacto con la empresa, cuentas pendientes por cobrar, etc. Así, la atención que provees es más rápida, eficiente y personalizada, lo que te ayudará a ganar puntos con esa persona o empresa y mantener la relación de negocios por más tiempo.


¿Usas Infusionsoft y/o Quickbooks? ¿Qué te ha parecido esta información? Gracias a herramientas como IoT Pulse ahora puedes integrar otras como Infusionsoft y Quickbooks, de modo que puedas tenerla automáticamente en tus sistemas y saber qué pasa con ese cliente o contacto en tiempo real.

Si quieres saber más sobre IoT Pulse y esta integración, o si usas otras herramientas de marketing online (Mailchimp, ActiveCampaign) y sistemas contables (como Sage), de almacenamiento en la nube (como Dropbox) y muchos más, pregúntanos hoy mismo.

There are many advantages of marketing automation, such as selling 24/7 from your website or being able to complete repetitive tasks without being present. Automating processes has become a “boom” that has created a positive impact in many aspects of business operations, including marketing, sales, accounting, logistics, and more. And Internet of Things (IoT) is occupying more and more space in this field.

Although many people associate IoT with robots, devices, alarms, and others, it also offers specific advantages for companies. For example, IoT helps with marketing and sales automation. There are tools to automate scheduling of social media posts, email marketing campaigns, and even your CRM system. That’s why we’re seeing more tools that combine at least two of these.

How can you use IoT to automate your marketing and some processes related to sales?


Connect Different Tools

It’s not the same to integrate your CRM with an email marketing tool than doing it with your accounting software. Some tools incorporate different functions, like Mailchimp including autoresponders in free accounts, or ActiveCampaign which provides both email marketing and a CRM. However, not many tools can integrate different functions.

IoT Pulse makes this possible. It allows you to sync your ERP / accounting software such as QuickBooks with over 800 apps, including Infusionsoft.

One of the most used and effective tools to manage marketing automation is Infusionsoft, which helps you to create and manage email marketing campaigns, automations, stores information of subscribers, people that have downloaded certain resources, or bought specific products (via CRM). Also, it provides information about how they interact with the content you create and send through emails and sales funnels.  

On the other hand, QuickBooks is used by companies to manage their accounting, client information, paid and pending invoices, reports, revenue, among other data. Can you imagine integrating the information stored in Infusionsoft and QuickBooks, so you don’t have to do that manually? You can with IoT Pulse.


Better Management of Contacts Information

What happens when a person decides to subscribe to your email marketing list? Or when she or he buys a certain product? Even if that person decides not to buy at that time, how do you manage the information to nurture that relationship?

The information provided by a tool like Infusionsoft allows you to work on customized content marketing strategies so you can start building a valuable relationship with that customer, whether that person has purchased one of your products or not.


Fast and Easy Access to Information

On average, a company uses between 5 and 10 systems (software), and are related to manufacturing, logistics, accounting, admin, sales, marketing, and more. Maybe it won’t take more than 2 minutes to enter data in one of those systems, but how long does it take to enter that data in 10 different places? How much time can you or your staff afford to lose in order to keep all the systems updated?

With a solution like IoT Pulse, you’ll avoid phrases like, “I think that info is…”, or “not sure if someone has updated that yet.”


Outstanding Customer Service

There’s nothing more frustrating for a customer than having to call a company, and explain the same situation to more than two people. This happens when information is scattered, and it’s difficult for the customer care staff to track information added by the Sales or Accounting Departments, because they’re stored in separate systems. If no one from those departments is available at that time, it’s not possible to answer the customer’s questions.

Fortunately, by integrating the departments’ ERP and CRM systems, there’s no need to chase people around, or take the time opening every single system to find the information you need at that time.

Integration gives you that information in one place, so the customer care staff can track a customer’s interactions since they started purchasing from your company, pending invoices, and much more. That way, the attention you provide is faster, more efficient, and personalized. This will help you to earn points with that customer, and nurture the business relationship.


Do you use Infusionsoft and QuickBooks for your sales, marketing, and accounting departments? Thanks to IoT Pulse you can integrate these and other marketing tools to your ERP, and know what’s happening with your customers in real time.

If you want to learn more about IoT Pulse and this particular integration, or if you use other marketing tools such as Mailchimp or ActiveCampaign, and ERPs like Sage, reach out to us today.