0 Replies Latest reply on Nov 22, 2018 3:22 AM by sarahfriedlander

    (Webinar) GoldMine Showcase: QuickBooks Data Within GoldMine (12/11)

    sarahfriedlander Apprentice

      Do you struggle to manage customer and financial data in one place? Why not provide your users with visibility of QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors right within GoldMine?


      Join us on December 11th at 2 PM Eastern as we walk you through qbGold’s features and benefits, including:

      • Linking your GoldMine CRM and QuickBooks Accounting
      • Eliminating double entry of data through Linking Contacts or Vendors
      • Automatically synchronized Estimates, Sales Orders, Invoices & Purchase Orders/History
      • Creating Sync Rules to build and maintain links between QuickBooks and GoldMine Record