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GFPC
July 19, 2022
Question

im planning to create our own CRM / ERP

  • July 19, 2022
  • 1 reply
  • 0 views

we are planning to create our own crm/erp which all branch data snapchat are on that crm 

we have multiple branch? and we use quickbook desktop what should i do, or there are any guide how can i start in . like I'm planning to create website which all branch are connected to one portal and see our top sale, top product on different branch in one click 

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
July 19, 2022

Where is your company located? In UK or another country?

R
Rasa-LilaM
July 19, 2022

Thank you for joining the Community, GFPC.


I'm here to direct you to the support channel that can help create your CRM and ERP.


In QuickBooks Desktop (QBDT), the option to directly build the systems mentioned above is currently unavailable. Alternately, use a third-party application to centrally manage your clients' data, accounting information, and other essential business operations.

 

If you still want to create the CRM and ERP, I recommend that you post your questions to our Intuit Developer forum. This is where you can get tips and assistance with program integrations for various applications. Let me walk you through the steps to get there:

 

  1. You can access the website here.
  2. Tap the Ask a Question menu and then choose Create Account.
  3. Follow the on-screen instructions to complete the process.

 

I don’t want to leave you empty-handed. That’s why I’m adding a link to our QBDT guide. These resources cover a variety of topics that will enable you to effectively handle transactions with your clients or suppliers, payroll, banking, inventory management, and other accounting-related tasks.

 

Please get in touch with me once more if you require any additional help using QuickBooks or have any other product-related concerns. I'd be delighted to assist you. I wish you continued success with your company.

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