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QuickBooks and GoldMine Integration

A New Way to Do What You've Always Wanted

Accounting and CRM need each other! CRM users need history from the QuickBooks database, but you don't necessarily want to give full access to QuickBooks. And, QuickBooks users don't need to waste time starting records that already exist in GoldMine. That's just the beginning!

For many firms these issues translate into the need for a way to integrate the QuickBooks accounting data with the GoldMine CRM system. Various attempts have been made to do so - First Direct Corp. has created a better way. See why!

This webinar presentation is targeted to firms that use GoldMine, or are considering it, and have QuickBooks accounting software. See how First Direct has addressed your needs in a practical way. Discover the benefits of integrating QuickBooks and GoldMine.

We'll cover:

• The benefits of integrating accounting with CRM
• The issues with integrating and how we've overcome them for you
• The feature benefits:
  • Creating and linking records in either system from the other
  • Viewing QuickBooks invoice history from GoldMine
  • Reporting & analysis possibilities
  • Greater flexibility and speed we can provide with our approach
  • Security and licensing concerns

Note: Our solution requires you to be running GoldMine with a SQL database (Corporate or Premium Edition).

Register for this webinar.

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