Salsa CRM reports are QuickBooks compatible!

Salsa CRM and QuickBooks Installed are compatible so that you can keep your financial records up to date across all platforms.

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QuickBooks:

  • Use the Finance Export in Salsa CRM to configure the precise data needed to import into QuickBooks.

  • Simply export a file from CRM and import into QuickBooks Online.

  • Once the data is in QuickBooks, you can add and modify the data to fit your QuickBooks needs.
 

Basic Support

Basic Support ensures you are given the best and most immediate support possible via our dedicated support desk

You will have access to all manuals and documentation as well as periodic webinars and training videos.

Onboarding

Onboarding includes two completely personalised consultation sessions (up to two hours each) to create and test your first mapping template.

Our consultants will guide new Importacular users through the mapping process, walk through all the extensive options and settings and ensure they are confident to get started.