What QuickBooks information will be viewable in Maximizer using the Maximizer Accounting Link?
Maximizer users can see Invoices, Estimates, Purchase Orders, Credit Limit, Aging Balance, Payments within Maximizer.
Can Maximizer users edit accounting information that’s in QuickBooks if they’re using Maximizer Accounting Link?
No, they cannot. Most Maximizer users are in sales, marketing or customer service, so they can view the information from QuickBooks in real-time.
Do Maximizer users also need to have QuickBooks installed on their computers in order to use the Maximizer Accounting Link?
No, they do not. They simply have Maximizer installed on their computer, along with the Accounting Link in order to view the information in QuickBooks and create estimates/invoices in QuickBooks.
What is Maximizer and what is Maximizer Enterprise?
Maximizer is a sales and contact manager that incorporates contact management with sales opportunity management, scheduling, communication, Outlook integration, Palm synchronization, Crystal Reports®, Accounting Link designed for use with QuickBooks®, a Company Library and e-Commerce.
Maximizer Enterprise is a proven and affordable customer relationship management (CRM) solution for small to medium-sized enterprises to build successful, profitable customer relationships.