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Hello there, @buildabowtique.
I understand that you are looking for guidance on selecting the best system for your business using QuickBooks Online. While I can't recommend a specific software, you can search for apps available within QBO that may fit your requirements. You can easily access the Apps section within QBO to explore the options suitable for your business. Here's how you can do it:
Also, if you want to personalize your sales forms using QBO, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please know that the Community forum is always available if you have other concerns regarding integrations with QBO. We're always here, ready to assist you.
I strongly advise against connecting any CRM to QuickBooks Online. We are currently facing a major issue due to this integration. Apparently, QuickBooks updated their API, causing significant disruptions. We invoice approximately $6,000 to $7,000 daily, and since the update, we've been scrambling to resolve numerous errors and balancing issues between the two systems. Ultimately, we had to disconnect our CRM from QuickBooks, and now we’re looking at spending the next week manually correcting data in both programs. This entire process has already consumed over 60 hours, filled with workarounds and fixes. It's beyond frustrating that this situation is happening.
I totally agree with you.........
I'm sorry for the issues you are having though.....
I, personally, don't mind having QB to invoice/estimate but it is completely incapable of any form of customer service functions. Project and Calendar management etc....
I'm trying Asana right now for those things.....Works pretty good so far but always open to suggestions!
InfusionSoft will do that but know beforehand - It's one heck of a system - Once you can wrap your mind around it, it's amazing.....but on another level.
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