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Ooma Office for
QuickBooks Online

Ooma Office Pro Plus for QuickBooks Online integrates Ooma’s leading cloud-based phone system with QuickBooks Online’s robust financial management platform. This is the ideal solution for businesses to improve communications, streamline operations and deliver a superior employee and customer experience.

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QuickBooks interaction card screenshot

Key QuickBooks Online Integration Features:

  • Caller-ID Pops – Empower employees to better serve customers and vendors by previewing contact details on the Ooma Office Desktop application. Staff sees customer or vendor name, last invoice date and amount, and outstanding or past due balance on incoming and outgoing calls. Employees can also view, revise or add to the customer note field.
  • Complete Call Control – Enjoy complete call control when connected with a customer or vendor. Staff has one-click access to QuickBooks Online and they can mute themselves, put the call on hold, record the conversation, add a call participant, transfer the call or seamlessly flip the call to another device such as a mobile phone.
  • Virtual Receptionist – Greet and direct callers to the right employees or departments without picking up the phone. Answer frequent questions like office directions and operating hours; play on hold music and promotional messages.
  • Desktop and Mobile Apps – Enable employees to make and receive phone calls, text, fax, listen to or read voice mails, join audio and videoconference calls and more from their computer, mobile phone or iPad.
  • Advanced Call Management – Manage calls effectively with features like Multi Ring, Ring Groups, Call Forwarding, Call Transfer, Enhanced Call Blocking, Voicemail, Dynamic Caller-ID and Call Recording.
  • Text Messaging – Text on your smartphone, iPad, desktop or laptop. Send group texts to multiple recipients, schedule text messages to be sent for any date and time and use messaging templates to save time and reduce errors.
  • Videoconferencing – Meet with up to 100 participants at any time, any place.
  • Team Chat – Instantly connect with employees, share updates and collaborate effortlessly.

FAQ’s

Get started with Ooma Office Pro Plus for QuickBooks Online today.

Deliver an exceptional customer and employee experience by integrating advanced business phone communications and accounting practices in one platform with Ooma Office Pro Plus for QuickBooks Online.

Learn more by calling us at 866-688-6662.