Xilinex
Sync financials for accurate reporting.
Overview
Simplify your accounting and financial management by integrating QuickBooks with our CRM. Track invoices, payments, and financial transactions seamlessly.
Benefits
Sync invoices & payments – Automatically link CRM deals to QuickBooks invoices.
Track financial transactions – Monitor revenue, outstanding balances, and expenses.
Automate bookkeeping – Reduce manual data entry and improve accuracy.
Gain financial insights – Generate real-time reports on sales and cash flow.
Step-by-Step Integration Guide
Step 1 : Navigate to the Integrations Page
Log in to your CRM dashboard.
Go to Settings > Integrations.
Find QuickBooks under the Accounting & Finance category.
Step 2 : Connect Your QuickBooks Account
Click "Connect QuickBooks" and sign in with your QuickBooks account.
Grant the necessary permissions to sync financial data.
Step 3 : Configure Your QuickBooks Preferences
Enable automatic syncing for invoices and payments.
Link CRM deals with QuickBooks customer records.
Set up tax rates, currencies, and payment methods.
Step 4 : Start Using QuickBooks with CRM
Generate and send invoices directly from the CRM.
Track paid, pending, and overdue invoices.
Get automated financial reports for better decision-making.
