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The El Paso

6 things to settle with your bookkeeper before connecting a CRM to QuickBooks

6 things to settle with your bookkeeper before connecting a CRM to QuickBooks
Photo: KVIA ABC-7 · view original

By Will Gordon for Nutshell Integrating your CRM with accounting software like QuickBooks Online is most effective when your accounting team and sales team have agreed on what is shared and when. It only takes one meaningful conversation to ensure a seamless connection between these applications...

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