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Accountancy

Quickbooks CRM Telephony Integration

Automate all your accounts and finance in one platform.Smart, simple online accounting software for small businesses. Get started with your Quickbooks Integration today.

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System Characteristics

Application Information:

Manufacturer:     Intuit
Application:

Quickbooks Online
Version

   12-19
Market:

Accountancy

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product:    Go Integrator sipdesk

Supported Features (related to latest supported release)

Automate your sales, marketing, and service in one platform.

Address book search
Caller details preview
Click to dial via Communicator for sipdesk
Click to dial via business application
Manual screen pop
Auto screen pop
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes

Note/Advisories

Click to dial is available through application and clipboard dialling. If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Quickbooks online  CRM Telephony Integration

Xinix provides Telephony integration to a wide variety of different CRM, currently over 300 applications. We continually develop and innovate, our partners and direct customers depend on us to make sure they stay above the curve. Benefits of using Quickbooks online Telephony Integration in your company;

  • Increase customer retention and build better relationships.
  • 360 Degree awareness across the organisation, greet the customer wit historical data, make them feel special.
  • Increase efficiency and save time
  • Realtime calling data
  • Improve management

We have developed a range of clients that bring computer telephony to a range of mobile devices including:

  • Android
  • iOS
  • Windows Phone

References

  1. Quickbooks Online (Product Website)
  2. Intuit (Manufacturer Website)
Client Add-in
An Add-in is an option in the Communicator for Xinix client that, when configured, connects the Communicator for Xinix client to the business application enabling a pre-defined set of integration features as detailed in the Supported features box.

Client Add-in with Events
An Add-in with Events is a Client Add-in that also sends and receives events to and from the business application such that the integration features are a combined function of the Communicator for Xinix client and of the business application.

Please refer to the Supported features box for more details.
Standard
Standard integrations are typically* available by default within the Go Communicator sipdesk client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Supported integration features are given in the table below.
*In some instances, where additional Go Communicator for sipdesk charges or other exceptional conditions apply an unlock code may be required to enable the integration.

Controlled
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the Go Communicator for sipdesk client and must be enabled by the Go Communicator for sipdesk developer at the time of installation. Supported integration features are given in the table below. Additional one of charges apply.
The minimum Product / License required to achieve integration.

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