QuickBooks is an online accounting solution. Businesses rely on QuickBooks to manage all
of their finances, from payments and invoices to payroll and bookkeeping.
QuickBooks integration in Agile CRM lets you manage payments and invoices directly
from contact pages in the CRM. If you have a QuickBooks account, simply authorize Agile
to integrate with your QuickBooks account and you'll immediately be able to create and
send invoices, track and receive payments and see customer payment histories on contact
pages in the CRM.
The QuickBooks integration takes the form of an interactive widget. Here's how to set up
the widget.