API & Integrations

QuickBooks Financials 

Commerce, Productivity, Finances

   

Maximize your business potential with the QuickBooks Financials integration for Maximizer. Avrion’s data connector is a data feed from Intuit QuickBooks accounting software into Maximizer. It allows for a 360-degree view of your customers’ sales and financial information, giving you unrivaled power to view, search, and analyze all your key data quickly and efficiently. With features like self-serve access to estimates, invoices, and transactional information, as well as dashboards showing the most recent financial information, your management team and salespeople can make informed decisions and boost your business’s bottom line. You can also build dashboards and run searches in Maximizer that combine CRM and financial data, all with the help of Avrion’s QuickBooks Financials integration. Check out the Avrion’s YouTube video overview of Financials for QuickBooks Data Connector for Maximizer to see it in action! 

To install the QuickBooks Financials integration, please log in to your Maximizer account and visit our App Directory.

Set up

Highlights:

  • Self-serve access to estimates, invoices, and transactional information from QuickBooks accounting software from within Maximizer 
  • Dashboards showing true financial information 
  • Ability to build dashboards and run searches combining Maximizer and QuickBooks financial data 
  • Informed decision-making for management and salespeople 
  • Enhanced customer service and satisfaction by having access to up-to-date financial information