If you’re running a business, you’re probably familiar with the pain of managing multiple software tools. You need one tool for your customer relationship management (CRM), another for your accounting, and yet another for project management. And keeping these tools in sync can be a nightmare.
Fortunately, many software tools offer integrations with other popular tools, making it easy to sync data between them. Insightly and QuickBooks are two such tools. In this blog post, we’ll explore whether Insightly integrates with QuickBooks and how this integration can benefit your business.
What is Insightly?
Insightly is a cloud-based CRM tool that helps businesses manage customer relationships, sales, and projects. It’s designed for small and medium-sized businesses and offers features such as contact management, pipeline management, project management, and workflow automation.
What is QuickBooks?
QuickBooks is an accounting software tool that helps businesses manage their finances. It’s designed for small and medium-sized businesses and offers features such as invoicing, expense tracking, payroll, and tax preparation.
Does Insightly integrate with QuickBooks?
Yes, Insightly does integrate with QuickBooks. The integration allows you to sync customer and financial data between the two tools, which can save you time and reduce errors. Specifically, the integration allows you to:
- Sync customer data: The integration allows you to automatically create new customers in QuickBooks when they’re added to Insightly. You can also update customer data in both tools simultaneously, ensuring that your customer data is always up to date.
- Sync financial data: The integration allows you to automatically sync invoices, payments, and other financial data between Insightly and QuickBooks. This can save you time and reduce errors by eliminating the need to manually enter data in both tools.
- Streamline workflows: The integration allows you to automate workflows between Insightly and QuickBooks. For example, you can automatically create an invoice in QuickBooks when a deal is closed in Insightly, or automatically update a customer record in Insightly when a payment is received in QuickBooks.
How to set up the Insightly-QuickBooks integration
Setting up the integration between Insightly and QuickBooks is easy. Here are the steps you need to follow:
- Make sure you have an active account in both Insightly and QuickBooks.
- Install the Insightly-QuickBooks integration app from the Insightly App Marketplace.
- Connect your Insightly account to your QuickBooks account using the app.
- Choose the data you want to sync between the two tools, such as customers, invoices, or payments.
- Set up any workflows or automations you want to create between the two tools.
- Start syncing data between Insightly and QuickBooks!
Benefits of integrating Insightly and QuickBooks
Integrating Insightly and QuickBooks can provide several benefits to your business, including:
- Saving time: By automating the sync of data between Insightly and QuickBooks, you can save time and reduce errors caused by manual data entry.
- Improving accuracy: By keeping your customer and financial data in sync between the two tools, you can ensure that your data is always accurate and up to date.
- Streamlining workflows: By automating workflows between the two tools, you can streamline your business processes and reduce the risk of errors or delays.
- Better visibility: By syncing data between Insightly and QuickBooks, you can get a more complete view of your customers and their financial history, which can help you make better business decisions.
If you’re using both Insightly and QuickBooks, integrating the two tools can provide significant benefits to your business. By automating the sync of data between the two tools, you can save time, reduce errors, improve accuracy, streamline workflows, and gain better visibility into your customer data and financial history. With the Insightly-QuickBooks integration, you can sync customer data, financial data, and automate workflows between the two tools, making it easier to manage your business operations.
To set up the integration, you’ll need an active account in both Insightly and QuickBooks. Once you have the accounts set up, you can install the Insightly-QuickBooks integration app from the Insightly App Marketplace and connect your accounts. Then, you can choose the data you want to sync and set up any workflows or automations you need.
Overall, integrating Insightly and QuickBooks can help you manage your business more efficiently and effectively, giving you more time to focus on growing your business and serving your customers.