GoldMine Link To QuickBooks
GoldBook links GoldMine with QuickBooks accounting. Eliminate double entry and updates of contacts and provide GoldMine users with visibility to QuickBooks transactions. Features include:
- Export of GoldMine Contact to QuickBooks Customers and Vendors (individual and bulk)
- Import of QuickBooks Customers and Vendors to GoldMine
- Automatic Matching of GoldMine contacts to existing QuickBooks customers
- Synchronization of QuickBooks documents to GoldMine (Estimates, Sales Orders, Invoices, Payments, Credit Memos, GL Entries)
- Synchronization of QuickBooks reporting fields to GoldMine fields (Open Balances 30/60/90 Days, This Years Sales, Last Year Sales, This Month Sales, Last Month Sales, etc)
- With QuickBooks data in GoldMine, users can take advantage of GoldMine filters and dashboards against QuickBooks data
- Individual record synchronization or bulk synchronization
- High speed synchronization - 1,000 customer can be synchronized in less than 5 minutes
- QuickBooks data is added to both GoldMine records and in SQL tables for further analysis