Integrate QuickBooks Online with PhoneBurner

QuickBooks Online

QuickBooks Online (QB Online. is a cloud-based accounting software designed for small businesses. QB Online is an easy and convenient way for small business owners to manage their finances and keep track of their cash flow. It provides real time access to all financial data from anywhere in the world. Another feature of this product is the ability to connect with other third party applications such as tax software and payrpl services.

PhoneBurner

PhoneBurner is a phone call tracking, marketing and sales system that can be integrated with QB Online. PhoneBurner’s service allows users to identify their most profitable customers and prospects, track calls, see which ads are working, listen to voicemails and send text messages. It also comes with the ability to record the calls, export and store them on the cloud.

Integration of QuickBooks Online and PhoneBurner

Integration of QB Online and PhoneBurner gives small businesses an opportunity to improve their existing sales process. The integration enables users to log calls into QB Online so that every conversation can be captured in one place. It also shows the exact phone number of the caller so that fplow ups can be made more efficiently. For example, when a user receives a call from a prospect that has not been contacted previously, he or she can simply log into his or her account from anywhere around the globe and take down notes about the conversation. This makes it easier for the user to fplow up later on since it is already logged in his or her system.

The integration also increases productivity since recording calls and sending text messages are built right into QuickBooks Online. The service allows users to send calls made to different phone numbers to specific people in the company. In other words, if there is no one available at the office, users can log into their online account, record their conversations and send them to other people in the company so they can reach out to potential clients.

All information from calls are stored in QuickBooks Online as well as PhoneBurner’s dashboard. In other words, users can access all past calls through QB Online. It is also possible to search for specific keywords in the recorded calls so that users can script out fplow up messages based on the client’s needs. This saves both time and money because fplow up messages can be sent out immediately without having to search for notes or other files.

Benefits of Integration of QuickBooks Online and PhoneBurner

Integration of QuickBooks Online and PhoneBurner allows users to make better use of their time and resources by saving both time and money. When using this integration, customers are able to receive a call from a potential client while they are out of the office or on vacation then log into their account and record the call right away. They can then send the recording to other people or assistants in the company so that they can fplow up on prospects. By doing so, small business owners do not have to spend extra time taking down notes about their conversations or sending emails back and forth. In short, they save time by only recording calls during their busy times instead of taking down notes during their free time when they may be out of town or on vacation. Users will also be able to monitor sales leads more efficiently since all pertinent information is stored in one place. Furthermore, entrepreneurs will have an easier time analyzing data from all calls made from different phone numbers so that they can pinpoint which ones are performing well and which ones need improvement. All information will also be stored securely in one place so that users do not have to go back into their files or look through different documents just to find specific information such as when a phone number was last used or what keywords were said during a specific call.

The process to integrate QuickBooks Online and PhoneBurner may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.