GoldMine Showcase: QuickBooks Data Within GoldMine

by Roxana Rangu on December 19, 2018

In this webinar, we showcased qbGold, the perfect solution to manage your client and financial data in GoldMine.

Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

If you have questions about qbGold or GoldMine and would like an individual demo, feel free to contact us.

Introduction to qbGold

  • qbGold provides Goldmine Users with visibility of QuickBooks transactions like Purchase Orders for Vendors, Quotes, Sales Orders and even Invoices.
  • It allows an authorized Administrator to add a Client Record from GoldMine to QuickBooks saving on duplication of data entry.
  • qbGold synchronizes all records from QuickBooks to GoldMine manually or automatically. Set the Sync frequency that you need, every x minutes, hours, days, at a specified time or only during a set time period.

Slide Deck


Questions & Answers

  1. Q: Does qbGold work with QuickBooks jobs?
    A:  Absolutely. From qbGold, access the Contact Fields tab in Settings - Customer Customization. For each customer, you can select a specific field and map it in qbGold to its GoldMine equivalent field.
     
  2. Q: What is the pricing for qbGold?
    A: For 5 qbGold integration licenses and under, we’re looking at a $495/license one-time purchase and $195 for yearly support and upgrades.
    For 6 licenses and up, it’s a $995/license one-time purchase and $295 for yearly support and upgrades

  3. Q: After I link qbGold based off the Key 5 field, will it pull in the yearly sales figures and enter them under the Fields tab?
    A: We have a list of QuickBooks and GoldMine fields, and as long as we map them, it should work out perfectly, as the Key 5 field is customizable.

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PRODUCT: GoldMine CRM

AUDIENCES: Administrators End Users Business Manager

Roxana Rangu
Roxana Rangu
Associate Marketing Manager at W-Systems
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