You can create a customer in either QuickBooks Online and for QuickBooks desktop (i.e. Pro, Premier, and Enterprise) from your Crik-IT portal.

Note: if you want to use this feature, you must be on at least our Sales Force package.  

Here’s how it works.  First, create a Lead in Crik-IT  (note: leads are available in Crik-IT’s Sales Force and Full Circle packages).  When you are ready to convert the lead to a customer, click on the “Convert to customer” button.

Next you’ll be given a couple choices.  Note: if you don’t see the option to “Create New Customer in QuickBooks”, it may be that your Crik-IT administrator has not given you permission to do this.

If this lead has already been added to QuickBooks, you don’t want to add it again.  In this case, you can click, “Convert to a customer who is already in Crik-IT”.  This option simply moves all Contacts, Notes, Attachments, and Opportunities from the lead to the customer you select in Crik-IT, then deletes the lead.

BUT, if you want a new customer record created in QuickBooks for this lead, click the first button, “Create New Customer in QuickBooks”.  You will be asked to confirm that you do indeed want to create a new customer in QuickBooks, as follows…

When you confirm your choice, a new customer is created in Crik-IT and all Contacts, Notes, Attachments, and Opportunities are moved from the lead to the new Crik-IT customer.  Then Crik-IT will put you on the screen showing the new Crik-IT customer.

Within 5 minutes if you’re using QuickBooks Online — or the next time your CISM syncs, if you’re using QuickBooks desktop, the new customer will show up automatically in your QuickBooks system.  Easy Peasy!

Got questions?  Want to use this feature?  Contact us!