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Integration

AEC Integrations maintained

How Followup CRM and QuickBooks Online exchange data

Followup CRM Followup CRM QuickBooks Online Intuit

3 types of data shared

FollowUp CRM QuickBooks integration

Direction:Outbound

FollowUp CRM links awarded projects to QuickBooks, pushes customer/company records, and reconciles estimates against income vs. cost for profit reporting.

At a glance

How you get it
NativeOffered by Followup CRM
→

Sends to QuickBooks Online

  • Bids & Tenders Listed by AEC Integrations
  • Cost Codes Listed by AEC Integrations
  • Directory & Contacts Listed by AEC Integrations

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