CRM For QuickBooks
More than 10,000 Insightly users count on QuickBooks
Don’t have QuickBooks Online? Intuit is offering a 40% discount to new QuickBooks Online Customers in the United States, Canada, and Australia. Simply contact Jeff Carrete at Intuit and mention that you are an Insightly customer: firstname.lastname@example.org or at 858-215-8171
Customer-centric financial view
View your entire customer base and their account status, invoices and payments- without leaving the Insightly CRM.
Eliminate dual data entry by linking invoices, payments and estimates to customer contacts, opportunities or projects.
Payment details at your fingertips
See open, overdue and income payment details directly within the Insightly contact record.
Keep tabs on due dates
Link specific QuickBooks records to contacts based on Invoice Date, Payment Date, Estimate Date, or document numbers.