What happens when the #1 online CRM for small business integrates with the #1 online accounting application? A measurable increase in convenience, efficiency and productivity! With our QuickBooks Online integration, users can view any customer payment status and history within Insightly via the QuickBooks Online tab. Now, you can eliminate dual data entry, and you have a single view operational and financial view of your customers and their account status, invoices and payments. Our QuickBooks Online integration is available on our premium plan. Click here to learn more. Sign up for a 14 Day Trial of our premium plan!
Since adopting Insightly, our average time to complete a project has decreased by 28 percent, which we attribute to the Quickbooks Online integration. Before, we could not move through the process pipeline without an initial deposit or final payment from a client. Now, we immediately have complete visibility into the status of a project from an operational and financial perspective.
– James Pennock, accounts manager and business strategist, Create180 Design
