QuickBooks is used by several thousand small and medium businesses to manage their daily sales and expenses, generate invoices for their customers, accept payments, pay their bills, and create reports for planning and tax filing. Many of these businesses need solutions to manage their business processes and streamline their interactions with customers. While certain versions of QuickBooks, such as QuickBooks Enterprise support these capabilities, some businesses use standalone ERP and CRM solutions, such as Dolibarr for these tasks. In this article, let us explore how to integrate Dolibarr and QuickBooks.
What Is the Dolibarr Web Suite?
Dolibarr is an all-in-one suite comprising CRM and ERP capabilities for SMEs, large companies, freelancers, and foundations. It is built on the Free Open-Source Software model and can be deployed on-premises or in the cloud. The modular software allows users to enable features that they need and further customize and extend its capabilities using add-ons in the DoliStore marketplace. With a wide range of built-in features for managing CRM, Sales, HR, E-commerce, finance, marketing, and productivity, along with the capability to integrate with third-party solutions, including QuickBooks, Dolibarr is an ideal solution for businesses of all types.
Can QuickBooks Be Used as ERP Or CRM Solution?
QuickBooks has been built to manage the financials of small businesses. However, it can store a wealth of customer data that businesses can use to build long-term relationships, increase their customer satisfaction, and generate more business from existing and new sources. With features such as inventory and time tracking, payments, and payroll management, QuickBooks Desktop Enterprise can be used as a flexible solution that can replace expensive ERP solutions at a fraction of the cost of implementing and managing them. Additionally, it can integrate with third-party CRM and ERP solutions for added flexibility.
How to Use Dolibarr And QuickBooks?
Many businesses need to import their financial data, such as transactions, supplier receipts, and invoices, into QuickBooks from Dolibarr. This information often is needed in QuickBooks for printing checks, generating reports that are not available in Dolibarr, making electronic payments for sales taxes, and performing other tasks.
- There are different methods to use data available in Dolibarr with QuickBooks.
- The easiest method is to export data manually from Dolibarr to QuickBooks, or vice-versa. However, this method is cumbersome, and there could be a loss in accuracy while moving data.
- The second solution is to use the QuickBooks API or web connector for integrating QuickBooks with Dolibarr.
- The last solution is to use third-party tools for synchronizing or migrating data from Dolibarr to QuickBooks.
Apps4Rent Can Host CRM, ERP, and Accounting Solutions
One of the easiest methods to integrate data from Dobinarr and QuickBooks is by using the two solutions on the same system. Both QuickBooks and Dobinarr are more effective with cloud hosting. With Dobinarr and QuickBooks cloud hosting, users can benefit from services and extended support, which could include automated backups and upgrade, apart from remote access.
As an Intuit Authorized Hosting Provider, Apps4Rent virtualize QuickBooks on virtual desktops hosted in our top tier SSAE 16 datacenters in New York and New Jersey, and public cloud services, such as Azure. Contact our virtualization consultants, available 24/7 via phone, chat, and email for assistance.