Edge CRM / QuickBooks Online Integration

Project Description

We designed and built a custom QuickBooks Online integration with our clients’ custom web based CRM system and their clients’ QuickBooks Online accounts. The integration allows users to sync Invoice, Customer and Item data between their systems to reduce manual data entry and increase efficiency.

Major Features

  • Custom integration to accept data from Edge CRM, format, query, and send this data into QuickBooks Online via the OAuth2.0 API
  • Pulls and queries QuickBooks Online for existing account data to ensure accuracy and data integrity between the two systems.

Martin Pellicore is the President and Founder of Pell Software, LLC, an award-winning custom business software development company whose 100% US-based engineers have built and maintained thousands of custom applications and integrations. Martin graduated from Lewis University with a degree in Computer Science and a minor in Philosophy. He and his team work hard to build strong, authentic relationships with clients to provide insight and consulting/advice in addition to valuable software solutions. Outside of software development, Martin enjoys playing soccer, learning about business strategy and development, and connecting with other entrepreneurs. He also delights in spending time with his wife and their golden retriever, Montgomery. President and Founder of Pell Software, LLC.

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Partnering with Pell Software can elevate your business. Contact us today and learn how we can help drive your business to the next level with custom software!

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  • 3. We’ll determine how we can help, or point you in the direction of someone who can!

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