Eliminate double entry and add financial data to your sales database
Goldmine® Link to QuickBooks®
GoldBook links GoldMine with QuickBooks accounting. Eliminate double entry and updates of contacts and provide GoldMine users with visibility to QuickBooks transactions.
Add GoldMine contact to QuickBooks
GoldMine contacts can be quickly added to QuickBooks as either a customer or a vendor. Existing QuickBooks customers or vendors can be linked to GoldMine contacts. GoldBooks will highlight any differences in the GoldMine and QuickBooks records and allow the user to quickly update one application with the updated contact information from the other application.
Identify and Update Contact Information Changes
GoldBook will display the current GoldMine records contact information side by side with the QuickBooks contact information and highlight any differences. Users can quickly update either contact with the most current information.
Add GoldMine contact to QuickBooks
GoldMine contacts can be quickly added to QuickBooks as either a customer or a vendor. Existing QuickBooks customers or vendors can be linked to GoldMine contacts. GoldBooks will highlight any differences in the GoldMine and QuickBooks records and allow the user to quickly update one application with the updated contact information from the other application.
Identify and Update Contact Information Changes
GoldBook will display the current GoldMine records contact information side by side with the QuickBooks contact information and highlight any differences. Users can quickly update either contact with the most current information.
View QuickBooks Transaction Register
GoldBook will read the current transaction register for a GoldMine contact allowing a user to see the QuickBooks detailed transactions history of invoices, payments and credits. Each document will display with relevant line item details.
Copy QuickBooks documents to the clipboard
Users can choose to copy the whole transaction registry or individual documents such as invoices to the clipboard for easy pasting into an email. This allows the user to send a customer or vendor a statement or detail of their recent transactions.
QuickBooks Invoices to GoldMine
GoldBook will synchronize QuickBooks invoices to GoldMine as completed sales with detail line item descriptions and payment status.
QuickBooks Sales Orders to GoldMine
GoldBook will synchronize QuickBooks sales orders to GoldMine as either forecasted sales completed sales with detail line item descriptions.
QuickBooks Estimates to GoldMine
GoldBook will synchronize QuickBooks Estimates to GoldMine as forecasted sales with detail line item descriptions.
QuickBooks Accounts Receivable Balances to GoldMine
GoldBook will synchronize QuickBooks unpaid customer balances to GoldMine numeric fields representing current invoices as well as 30, 60, 90 or older values.
Synchronize Individual contacts or all contacts
GoldBook will synchronize transactions for any individual contact or perform a batch update of all linked contacts.
Server Requirement
Same as Workstation
Workstation Requirement
- Operating System
- Windows XP or higher
- Software Requirements
- Microsoft .Net Framework 3.5
- GoldMine version 6.7 or higher, Corporate or Premium Editions
- QuickBooks 2003 or higher, any edition
Product Literature
Contact
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