QuickBooks integration

Increase Customer Convenience With a QuickBooks Customer Portal

Raise your hand if you’ve ever called a company and been confronted with endless automated menus and awful hold music. Keep your hand raised if the task in question was painfully simple, like updating your address or paying a bill. Sadly, we’ve all been there. In situations like these, the appeal of a self-service customer …

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Simplify your small business workflows for a faster (and happier) team [Part 2]

Welcome back to our small business workflow series. Last time, I started the series off by highlighting a few key reasons your small business is operating with an inefficient internal workflow. If you missed it, check it out to get acquainted with how the series will unfold over the next few weeks. I first introduced …

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Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]

Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small business workflow …

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Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?

Breaking up (with your business application) can be difficult. But I’m positive you’ll bounce back (and even find love) if you’re experiencing the breakup brought on by Intuit’s discontinuation of the Salesforce for QuickBooks app and integration service. I know it’s tough to be told “it’s time to move on and starting seeing other applications”. But …

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