Benefits of Quickbooks Integration with TeamWave 360-degree view of the customers Now with the Quickbooks TeamWave Integration, the users can easily access all the customer information at one place. The purchase history, payment records and invoices can be accessed from TeamWave. This helps the employees to get a 360-degree view of the customers and thus allow them to make more informed business decisions. They can avoid payment delays, close deals faster, predict future requirements and serve their customers in a better way. Linking your customers to QuickBooks in Projects, Deals, Organisation and Persons in TeamWave will help your team see all the transactions (Estimates, Invoices and Payments) of those customers within TeamWave. You can also create customer invoices in QuickBooks right from TeamWave. Access information anytime, anywhere TeamWave automatically creates new customer records and keeps them synced with QuickBooks Online. This way the whole team can collect the information effortlessly even when they are on the go. Avoid duplication and increase data accuracy As the data is synced between TeamWave and QBO, there is no duplication of data, thus, avoiding such errors. This helps in efficient record keeping. Improves efficiency of your business Tired of syncing the data twice in Quickbooks as well as your CRM? With TeamWave and QBO integration, you can easily export your Timesheets as Invoices in QuickBooks with one click. Thus, in case you want to bill your clients or want to check if you are meeting your project’s budget, this is your go-to option. Highly cost-effective With an increase in efficiency and productivity, the employees can close more deals and faster, thus boosting the revenue of the businesses. And all these features are available with TeamWave at a flat price of US$ 39/month for unlimited users.

1. Why
TeamWave is
the best
QuickBooks
CRM?

2. QuickBooks is an accounting software package for mainly
small and medium-sized businesses and offers on-premises
accounting applications as well as cloud-based versions that
accept business payments, create invoices, manage bills,
track payments and payroll functions.

3. TeamWave is an integrated CRM, Project Management & HR software
and is a productivity platform for small businesses.

4. Why Quickbooks must not be used
as your only CRM?
Cannot track
sales or find
information
about deals and
projects
Multiple
touchpoints are
required for lead
management
Leads to data
duplication and
errors
There is a need to
give limited access
to employees
salespeople
Need to handle
all the customer
conversations
and emails at
the same place
Need to be equipped
with all the sales and
customer-related
information in one
place

5. BENEFITS OF QUICkbooksBENEFITS OF QUICkbooks
integration with teamwaveintegration with teamwave
360 degree
view of the
customer
Avoid
duplication
and increase
data accuracy
Access
information
anytime,
anywhere
Improves
efficiency of
your business Highly cost-
effective

6. 360 DEGREE
VIEW OF THE
CUSTOMER

7. Linking your customers to QuickBooks in Projects, Deals, Organisation and
Persons in TeamWave will help your team see all the transactions (Estimates,
Invoices and Payments) of those customers within TeamWave.

8. You can also create customer invoices in QuickBooks
right from TeamWave.

9. They can avoid payment delays, close deals faster,
predict future requirements and serve their customers
in a better way.

10. AVOID
DUPLICATION
AND INCREASE
DATA
ACCURACY

11. As the data is synced between TeamWave and QBO, there is
no duplication of data, thus, avoiding such errors. This helps
in efficient record keeping.

12. ACCESS
INFORMATION
ANYTIME,
ANYWHERE

13. TeamWave automatically creates new customer records and
keeps them synced with QuickBooks Online.

14. This way the whole team can collect the information
effortlessly even when they are on the go.

15. IMPROVES
EFFICIENCY
OF YOUR
BUSINESS

16. With TeamWave and QBO integration, you can easily export your Timesheets
as Invoices in QuickBooks with one click.

17. Thus, in case you want to bill your clients or want
to check if you are meeting your project’s budget,
this is your go-to option.

18. HIGHLY COST-
EFFECTIVE

19. With an increase in efficiency and productivity, the employees can close
more deals and faster, thus boosting the revenue of the businesses.

20. And all this is available at a price of just
US$ 39
for unlimited users

21. for our free trial
https://teamwave.com/

22. Thank You
https://teamwave.com/
Reshmi Menon
reshmi.m@teamwave.com
Presentation by:

23. https://teamwave.com/
https://blog.teamwave.com/
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