Results 1 to 2 of 2

Thread: Export Opportunities to Accounting Software

  1. #1
    sbrendtro is offline Junior Member
    Join Date
    Oct 2005
    Posts
    3

    Default Export Opportunities to Accounting Software

    Maybe I am missing something here, but wouldn't it make sense to export opportunity information to OXF or QIF formats for easily importing the information to various accounting packages? Basically a closed opportunity would be exported to the accounting software and entered into an income account for the sale (and possibly be processed for billing at that point).

    I understand that the accounting itself is beyond the scope of a CRM, however, a CRM should be able to integrate with other systems to collectively build an ERP.

    Thoughts, comments, suggestions?

    Thanks,
    S Brendtro

  2. #2
    longreach Guest

    Default Re: Export Opportunities to Accounting Software

    We are just delivering a Sync to QuickBooks - might be interesting for you.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •