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WhiteIce-1
Level 1

Can I add both a CRM app and an Inventory app to QBO Plus?

Hello,

I am new to QBO and need to figure out a more robust system for my business.  We do around a 100 BOM's, Assemblies and kits and I'm trying to figure out if one of the Online Quickbooks has a workaround to record this.  It doesn't  have to be fancy.  We also deal with Business's that have several contacts that we deal with on one transaction.  We sell Ice Paint, build application and maintenance equipment, and provide services and rentals to Hockey Arena's, Sportplexes, Sports fields, Communities and cities all over the world.  When we deal with an Arena we have to deal with a Purchaser, Ice Maker, Supervisor/Manager during the sales process. Then for invoicing we deal with their accounting department.  We also have dealers around the world with different pricing for our items of inventory.  I just need to keep track of this.  I'm looking at adding some apps in to help but I don't know if they can all sync together and the separate company's I'm dealing with these apps only know that their product can integrate with QBO Plus, but don't know if having another app will be able to sync the information I need.  I'm very open to figuring out workarounds in QBO and am willing to move to the advanced if need be.  I know that Desktop Enterprise has all the capabilities, but the cost is a lot.  If I can find a way to use QBO online with just one integration of either CRM or Inventory apps with some workarounds or have QBO able to do it all I would be very open to it.  I just can't seem to get straight answers out of anyone at Quickbooks.  They seem to have people they send me to that can't answer my questions and are specific to one type of program that QB has, and I've spent over 3 weeks now trying to get these answers.  If someone out there in this community could possibly share with me the answers I'm looking for, I would greatly appreciate it!  Thank you.

2 Comments 2
Trish_T
QuickBooks Team

Can I add both a CRM app and an Inventory app to QBO Plus?

Hello WhiteIce-1,

 

It's a pleasure to see you in Community.  Welcome!  I can understand your concerns, with creating, recording, and tracking your work in QuickBooks Online.  I would be happy to provide some insight here!

 

QuickBooks Online Plus has the features you need, to accomplish your goals with confidence.  Along with tracking your inventory, you can use the Projects feature, to ensure all areas of the project are recorded accurately.  You'll be able to enter project income, expenses, labor costs, and run project-specific reports straight from the project dashboard.  In addition, you can add existing transactions to the project, so you have all of your information in one place.

 

If you still wish to connect an app to your QuickBooks Online account, here's how;

 

1. Sign in to your QuickBooks Online account

2. Select the Apps tab on left menu

3. Search for the app you wish to connect to, or select the Browse category ▼ to search for an app by category.

 

For any questions relating to the features or functionality of an app, please don't hesitate to reach out to their support team directly.  All available contact information can be found in the app store.

 

Feel free to reach out again, if you have any other questions.  We would be glad to help!

Deity Alpha
Level 6

Can I add both a CRM app and an Inventory app to QBO Plus?

@WhiteIce-1 

We do around a 100 BOM's, Assemblies and kits

 

What kind of assembly do need to build? You are not running a manufacturing company, correct?

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