Maximizer CRM – How to Use QuickBooks Integration

The integration between Maximizer and the on-line version of QuickBooks makes it easy to track key purchasing data on a client by client basis in Maximizer. Click on “Show More” below to see the time links that let you jump to different points of interest in this video.

00:07 – Getting a QuickBooks account
00:18 – How to perform the integration
02:03 – Only one authentication is required
02:13 – Accessing the QuickBooks tabbed following window in Maximizer
02:37 – Handling error messages
03:21 – Connecting Maximizer entries into QuickBooks
05:03 – The flow of data between Maximizer and QuickBooks
06:48 – All entries in QuickBooks are called “customers”
07:17 – How a Maximizer “Company” entry shows up in QuickBooks
07:35 – How a Maximizer “Contact” entry show up in QuickBooks
08:30 – How a Maximizer “Company plus Contact” entry shows up in QuickBooks
09:35 – How a Maximizer “Individual” entry (without a Company name) shows up in QuickBooks
10:22 – How a Maximizer “Individual” entry (with a Company name) shows up in QuickBooks
11:03 – How a Maximizer “Individual plus Contact” entry shows up in QuickBooks
11:38 – Handling duplicates in QuickBooks
12:52 – Looking at data in Maximizer’s QuickBooks tabbed window; the value of communication between departments
13:34 – Looking at the same data in QuickBooks
14:21 – Using Professional Services to extend the integration
14:31 – Protection of associated User Defined Fields
14:47 – Using more than one Quick Books company
15:36 – The connection with QuickBooks is always available in Maximizer
16:00 – How to disconnect synchronized entries.

Tags: , ,

Leave a Reply