Project Description
We designed and built a custom QuickBooks Online integration with our clientsโ custom web based CRM system and their clientsโ QuickBooks Online accounts. The integration allows users to sync Invoice, Customer and Item data between their systems to reduce manual data entry and increase efficiency.
Major Features
- Custom integration to accept data from Edge CRM, format, query, and send this data into QuickBooks Online via the OAuth2.0 API
- Pulls and queries QuickBooks Online for existing account data to ensure accuracy and data integrity between the two systems.