Integration

How Followup CRM and QuickBooks Online exchange data

3 data objects sync

Unverified. Vendor confirmation arrives with the vendor portal.

0 of 3 vendor-confirmed

Native

QuickBooks Online (manual)

FollowUp CRM links awarded projects to QuickBooks, pushes customer/company records, and reconciles estimates against income vs. cost for profit reporting.

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Sends to QuickBooks Online

Bids & Tenders Unverified · AECi
Cost Codes Unverified · AECi
Directory & Contacts Unverified · AECi

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