Hope you guys doing great over there,
I am integrating quickbooks in a CRM, I am confused that quickbooks customers are the leads in a CRM if yes, Then what can be a vendor in a CRM.
Thanks in advance
Hi there, @Client012.
I'm here to help guide you to the right support who can help you further with verifying what is the designated name for a vendor in CRM.
The vendor is the designated name for suppliers in QuickBooks Online (QBO), to know what it is in CRM, I recommend getting in touch with your third-party (CRM) Support and verify this further securely.
If you have any other QuickBooks questions, just add a comment below. In addition, you may also check our QuickBooks help articles for your future reference about QuickBooks Online: Help articles for QBO.
Have a great day ahead!
Thanks for getting back to us, @Client012.
Yes, you may consider your QBO customer as a lead in CRM. However, you'll need to contact with your CRM provider for more details and guidance about this.
You can use our QuickBooks Apps Store so you can find a CRM app that can integrate well with the program. Here's how:
This will get you in the right direction, @Client012.
Please drop me a line below if there's anything else you need. Cheers!