We’ve had a lot of users ask us for the ability to create a customer in QuickBooks from Crik-IT.  So we built it!  And guess what?  It works for both QuickBooks Online and for QuickBooks desktop (i.e. Pro, Premier, and Enterprise)!

Note: if you want to use this feature, you must be on at least our Sales Force package.  There is no additional charge for this feature.

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. 

Important: if you want your user to be able to create a new customer in QuickBooks by converting a lead in Crik-IT, make sure that the user has the permission setting that allows converting a lead to a customer, like this:

Next you’ll be given a couple choices, as shown below.  Note: if you don’t see the option to “Create New Customer in QuickBooks”, make sure the user has been give adequate permissions, as stated above.

Option: Convert to a customer who is already in Crik-IT:

If this lead has already been added to QuickBooks, you don’t want to add it again.  In this case, you can click the middle button, “Convert to a customer who is already in Crik-IT”.  Then you will select the customer that this lead is related to and click the "Move this lead's...." button, as shown above.  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.

Option: Create New Customer in QuickBooks:

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.

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.  

Got questions?  Contact us!