Does Your CRM Sync Both Ways With QuickBooks Online?

If you sell advertising, you know that the ability to sync your CRM data to your accounting software data makes your life a whole lot easier. Yet many CRM platforms that sync with QuickBooks Online fail their customers by taking the easy way out. This is because their integrations only push data one way—out of the CRM and into the accounting software.

Whether you’re evaluating your current ad sales CRM, or looking for a new solution, it pays to ask: can my sales software sync data both ways with my accounting software?

Two-Way Sync Is Critical for Smooth Business Operations

So, you’ve sold some advertising. Maybe it’s a half-page ad in a print publication, or programmatic digital, or an event sponsorship, or all three! Whichever the case, you expect your sales data to make its way into your accounting software.

Now, let’s talk about the work you do within accounting software like QuickBooks Online. Are changes pushed back into your sales software?

If your CRM’s accounting software integration isn’t sending information both ways, things can get out of sync quickly.

At Ad Sales Genius, we are proud to offer a best-in-class QuickBooks integration that allows full two-way syncing between QuickBooks Online and your CRM data. This ensures increased communication between departments, and even better, always-organized accounting books. Even better, our two-way sync reduces the need for dual data entry.

Your Business Deserves Accurate Financial Reporting

What good is your CRM’s business reporting if your financials aren’t reconciled between platforms? We hear you.

There are two big problems with ad sales software that can only push data in one direction: general data reconciliation and how often the data gets pushed.

Here’s an example. Let’s assume you have a CRM that can only push data into QuickBooks Online. For the sake of simplicity, we will even assume that the data is accurately reconciled between your CRM and QuickBooks Online. Things seem good here, right?

Not quite. If your CRM is only pushing data into QuickBooks once per day, your accounting productivity is being handcuffed by your software. Your team will never be totally sure the data they are using is 100% up-to-date unless the data was just pushed. And if the data pushes overnight, this concern becomes an all-day problem.

Ad Sales Genius reconciles every update between our software and QuickBooks Online in near-real-time. Combined with the most powerful business reporting abilities in the advertising sales space, your sales and accounting teams can rest assured knowing data is up-to-date.

Experience The Ad Sales Genius Difference

Ad Sales Genius was designed from the ground up to handle all aspects of advertising sales. From sales, to production, to invoicing, our features feel like natural extensions of your team’s daily routines.

Fill out the form below to schedule a demo of Ad Sales Genius now. Be sure to ask about our full-fledged integrations with QuickBooks Online, Adobe inDesign, RingCentral, and more. Our team is ready to show you how Ad Sales Genius can help your business work smarter.

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