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iEnterprise CRM has a good integration with QuickBooks but it does not intend to duplicate accounting, payment and other QuickBooks functions.

However, iCRM supports QuickBooks invoice creation when an Opportunity for an Account or Customer is Won.  This will also facilitate creation of New Accounts that your sales team might have been nurturing but may only be doing sales transaction for the first time.  Again, this will make your QuickBooks instance clean where only Accounts with sales transactions are kept.

How to Create a New Invoice

1.  From the Object Navbar, click on the Opportunity module.

2.  Open an Opportunity record and click Tools > .

3.  Click on the button QuickBooks and select Create Invoice. Image Removed

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Note:  This option is displayed only for Opportunity that is already  "Won" and invoice is not yet created on QB.

4.  The system will look for a matching Account on QuickBooks

a.  If a match is found, a dialog box with all matching Account by name is listed.

Select  Select Account.

Click " Click Proceed with Existing Account" button.

b.  If a match is not found, a prompt displays,

Click " Click Create New QuickBooks Account" button.

45.  Message briefly appears "Invoice is Created".

56.  Scroll down to QuickBooks Info section.

67.  Notice that the QuickBooks Invoice ID field is set.