4 reasons to integrate QuickBooks Online with Ooma Office

Have you ever wished there was such a thing as a QuickBooks phone? Like when you’re knee-deep in invoice preparation and have to reach out to a client because you know they’ve moved, but have no idea where? This is when a customer relationship management (CRM) integration, like Ooma Office for QuickBooks Online, can be even more valuable than a plain old business telephone.

If you’re scratching your head wondering what a QuickBooks Online integration is or why you should integrate QuickBooks, you’re in the right place. Don’t be intimidated by the terminology. Yes, it involves telecom technology, but Ooma has done the heavy lifting and made it easy for customers to install and use.

Ooma Office for QuickBooks Online is a CRM integration that allows you to share information between QuickBooks Online and Ooma Office—a VoIP business phone system. Specifically, this is done through an application programming interface, commonly called an API, that serves as a bridge where data travels to and from the two platforms. Here’s why that’s important:

1. See caller ID pops.

   Say you’re working on your desktop and someone calls. If the phone number matches one of your customers or prospects, a screen will pop up with details about the caller within the Ooma Office app. These informational screens are more valuable than basic caller ID because they pull data directly from QuickBooks Online. If you have more than one contact from that phone number, you’ll get a list so you can select the correct one.

   These mini screen pops up include data, such as the caller’s name, phone number, balance amount and due date, past sales and more. You can dive right into the QuickBooks CRM by clicking a button on this screen pop.

   The call pops aren’t just for incoming calls—they appear when you make outgoing calls, too.

   
2. Take notes.

   The customer note section is a super handy area on the screen pop. This makes it easy to enter a quick note or edit an existing note as you’re speaking to your caller. When you save the note, it will update that matched contact in QuickBooks Online. Keep in mind that if you edit a note, it will overwrite the existing note.

3. Use call analytics available in Ooma Office

   Ooma Office includes tools to analyze your calls. Make a practice of periodically looking at your call logs to see if there is anything you can do to improve customer experience. For instance, you may discover patterns and trends, such as days and times when calls peak. Use call logs for better service.

4. Integrate QuickBooks contacts into your Ooma directory

   Once you enable contact integration through QuickBooks Online, all of your QuickBooks Online contacts will appear in the Ooma Office personal directory, which islocated in the desktop app and in a new directory on your IP phone. Skip the hassle of having to manually copy and paste contacts.

Ready to integrate QuickBooks with Ooma Office?

Ooma Office for QuickBooks Online is just one of more than 100 features, such as messaging features, videoconferencing, call queuing and call screening that come with Ooma Office Pro Plus. If you’re already an Ooma Office customer, find more details about Ooma for QuickBooks Online on our support page.