Recycly Knowledgebase
< Back to Article ListQuickBooks Integration Overview
Last updated: 23 January 2025 at 11:58:28 UTC by Russell Briggs
Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect their CRM to their QuickBooks Cloud accounts system.
The Recycly QuickBooks Link Capabilities
- Link your CRM Companies and Contacts to existing records in QuickBooks
- Create new QuickBooks Customer records directly from CRM
- Raise QuickBooks Invoices from your CRM
- Raise and post QuickBooks Credit Notes against invoices created in CRM
- View QuickBooks Invoice payments in CRM
- View your Customer Account Status in CRM (including the account status note)