Integration of Accounting & CRM in a small company for a complete view of the entity...

1. Accounting
Integration

2. Integration
If you are currently using a CRM product or you
are trading in a less automated approach, the
integration of CRM with QuickBooks should be
high on the list of requirements
This session will explore the logical points of
integration and how this will help you develop
an approach that uses industry standard tools to
develop your business process in a logical
manner

3. Evolution
Until the year 2000, ten companies dominated the
mid range LAN based accounting software market
In 1997, Great Plains did an IPO, later they bought
four of the big ten, Microsoft later bought them
During this consolidation of the LAN based
accounting software market small to medium size
companies started adopting QuickBooks as an
inexpensive alternative

4. Evolution
Now QuickBooks has four million licensed users
and has literally become the de facto standard
for small to medium size companies
Since it is likely that QuickBooks will be used in
your company, now or in the future, the next
challenge is what integrates with it to handle
sales, marketing and operational data

5. Types of Data
• QuickBooks
• RedHorse
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General Ledger
Accounts Receivable
Accounts Payable
Payroll
Job Cost
Leads
Correspondence
Calendar
Quotes
Tickets
Projects

6. Points of Integration
Historically, CRM systems that have integration
features try to create a customer in Accounts
Receivable from a lead in CRM
RedHorse can integrate both at the customer
master record level and at the transaction level
in A/R

8. Points of Integration
This means you can create:
• A customer from a contact
• An invoice from a Quote, Ticket or Project
This integration creates a unified platform on
which to build your business practices
RedHorse can substitute for an order entry
module in your accounting system, a front end
for Accounts Receivable

10. Job Cost
In the process of posting to QuickBooks,
RedHorse creates a “Customer/Job” record in
QuickBooks, this is setting up the job cost card
Thru the use of the items in QuickBooks, you
can track cost by type (ELMSFO)
The standard reporting in QuickBooks allows
you to compare the actual cost to the estimated
cost to refine your quoting process

11. Inventory
The Items table, with pricing, is imported into
RedHorse to create the Parts list used in the
generation of Quotes
The flow of data from accounting to CRM allows
for both consistency of data entry and a
bulletproof integration at the item level in
QuickBooks

13. Vendors
Vendors are imported from CRM into
QuickBooks to support the booking of
subcontractor invoices, expenses, etc…
Again, RedHorse becomes the frontend to the
accounts payable subsidiary ledger providing a
complete audit trail backwards to transaction
level detail

15. Conclusion
• RedHorse is a fine choice for a CRM system if
you have QuickBooks
• It has to be configured to work with your
network and other applications for you to get
the most out of it
• We recommend working with one of the many
VARs listed on the website