Crik-IT: All-in-One B2B, CRM Portal, and Sales Tool for QuickBooks
Powerful Portal to Enter Orders, Track Customers, and Drive Sales
Running a business means managing deadlines, compliance, and cash flow—all at once. Crik-IT automates your sales, CRM, and reporting in one seamless portal. Integrated with QuickBooks to save time, reduce errors, and boost productivity.
What is Crik-It?
Crik-IT is a powerful business management platform that unifies customer relationship management (CRM), order processing, inventory tracking, and intelligent bookkeeping automation—all in one system. Originally developed in 2007 to streamline communication between manufacturers, distributors, sales reps, and dealer channels, Crik-IT has evolved into a sophisticated solution tailored for today’s fast-paced, multi-platform business environment.
With seamless QuickBooks integration, Crik-IT ensures your financial data stays accurate, synchronized, and ready for real-time decision-making—saving you time and reducing manual entry errors.
Industry:
Accounting Professionals
Contractors
Manufacturers
Nonprofits
Professional Services
Wholesale / Distribution
Category:
CRM
QuickBooks Compatibility:
QuickBooks Pro, Premier, Enterprise
QuickBooks Online
Networks Cloud Access Level:
Deluxe Cloud Access
How Crik-It Works
Crik-It is designed to function like a virtual assistant for your business, managing tasks that are typically repetitive, time-consuming, or prone to errors. Whether overseeing customer relationships, inventory, or bookkeeping, Crik-It operates in the background to keep your operations smooth, organized, and always in sync.
How Crik-IT Simplifies Your Workflow—Step by Step
Initial Setup and Integration
Once you sign up for Crik-It, the onboarding process begins with:
- Account setup: We customize Crik-It for your industry and business model.
- Integration with your current systems: QuickBooks (Online/Desktop), ERP platforms (like Sage, Epicor, MAS90), and inventory/order management systems.
- User roles and permissions are defined for your team, ensuring access control and data security.
Result: A fully synced platform tailored to your operations with centralized access for all team members.
Centralized Customer and Sales Management
Your CRM hub is now live:
- Import or manually enter customer profiles, sales histories, and communication logs.
- Assign leads and prospects to specific sales reps or regions.
- Track activities, set reminders, and nurture relationships from one dashboard.
Result: A clean, organized customer database with full visibility into the sales pipeline.
Real-Time Order and Inventory Handling
Sales reps and managers can now:
- Create sales orders directly within Crik-It.
- View inventory in real time and check stock availability.
- Submit quotes, get pricing approvals, and track order status.
- Process returns or warranty claims efficiently.
Result: Accurate, real-time communication between sales, distribution, and warehouse teams.
Automated Bookkeeping via QuickBooks
Crik-It connects with QuickBooks to automate your accounting:
- Import bank transactions and reconcile them instantly.
- Categorize income and expenses with intelligent rules.
- Handle vendor payments, payroll syncs, and tax filing data.
- Close monthly books with just a few clicks.
Result: Up-to-date books without spreadsheets, data entry, or late-night reconciliations.
Monitor, Report, and Analyze
Crik-It provides live dashboards and customizable reports:
- Track sales performance, profit margins, order status, and customer growth.
- View financial snapshots and expense trends pulled directly from QuickBooks.
- Download ready-to-share reports for management meetings or tax audits.
Result: Data-driven decisions powered by real-time insights.
Ongoing Support and Optimization
Your Crik-It subscription includes continuous support:
- Access to expert help for system updates, new features, and customizations.
- Periodic audits to improve automation workflows and integrations.
- Scalable solutions as your business expands.
Result: A long-term partner, not just a software tool.
Advantages of Crik-It
Streamline orders, CRM, and reporting in one place.
Crik-IT automates your workflow and syncs with QuickBooks.
Customer & Sales Management Made Simple
Crik-It empowers your sales and product teams with the tools they need to close deals and deliver results:
- Manage customer records, leads, and order histories on a centralized dashboard
- Facilitate communication between manufacturers, distributors, and sales reps
- Submit and approve orders, track shipments, and generate real-time sales reports
- Define business goals, manage territories, and process warranty claims
- Send alerts and invoices using Stripe payment integration
Powerful Integrations with ERP and Accounting Systems
Crik-It seamlessly integrates with a wide range of ERP and inventory/order processing systems, including:
- QuickBooks (Online & Desktop)
- Sage, ACCPAC, MAS90, Epicor
- AccountEdge and custom systems
With compatibility across 99% of the inventory and accounting platforms used by manufacturers and distributors, Crik-It ensures your data flows smoothly between departments-eliminating silos and reducing manual entry errors.
One-Click Bookkeeping Automation
For U.S.-based businesses using QuickBooks, Crik-It functions as a smart bookkeeping assistant that takes care of repetitive and error-prone financial tasks:
- Automates reconciliations and journal entries
- Categorizes transactions with precision
- Tracks expenses and vendor payments
- Closes monthly books with audit-friendly accuracy
- Generates tax-ready financial reports-all in a single click
This automation drastically reduces bookkeeping time, ensures compliance, and gives business owners more time to focus on growth.
Robust Security & Compliance Features
Your data is safe and compliant with Crik-It's enterprise-grade security:
- Role-based access control
- SSL encryption for all transactions
- PCI compliance for payment handling
- Activity dashboards and audit trails
- Real-time data synchronization for team-wide visibility
Crik-It Integration with QuickBooks
Crik-It is not just another CRM or order management system—it’s a powerful automation engine that’s been carefully crafted to integrate seamlessly with QuickBooks Online and QuickBooks Desktop, delivering a complete end-to-end solution for businesses that want their books clean, current, and completely under control.
A Direct Pipeline Between Operations and Accounting
One of the most time-consuming parts of running a business is aligning financials with sales, inventory, and customer data. Crik-It solves this by creating a real-time bridge between your operational workflows and QuickBooks accounts.
Here's what that looks like:
Real-Time Syncing of Sales and Orders: Automatically sync sales orders, invoices, and payment details from Crik-It into QuickBooks.
Automated Categorization of Transactions: Crik-It applies smart rules to categorize income and expenses directly in QuickBooks.
Streamlined Bank Reconciliation: Import bank and credit card feeds through QuickBooks and let Crik-It reconcile them using intelligent matching.
Effortless Payroll and Vendor Management: Crik-It works with your payroll and vendor systems to push accurate payables into QuickBooks.
Accurate Monthly and Year-End Reporting: Generate financial statements—P & L, balance sheets, cash flow—in just a few clicks.
Why This Integration Matters
In a fast-paced business world, disconnected systems lead to wasted time, costly errors, and missed opportunities. That’s why integrating Crik-It with QuickBooks isn’t just a convenience—it’s a game-changer. By automating workflows and syncing financial data in real time, you gain more than efficiency—clarity, control, and confidence.
Time Saved: No more duplicate data entry, downloading spreadsheets, or re-keying transactions.
Fewer Errors: Automation reduces the chance of human mistakes and ensures your financials stay consistent across systems.
Smarter Decision-Making: Since everything is synced in real time, you can confidently make informed business decisions.
For Accountants and Bookkeepers: Your accountant will love you. Crik-It keeps the books clean and properly coded, making financial review and tax filing far more efficient.
Why U.S. Businesses Love Crik-It
American entrepreneurs know the value of speed and compliance. U.S. businesses face strict tax deadlines, complex state regulations, and high operational demands. Crik-IT is built to handle these challenges—automating order entry, syncing with QuickBooks, and keeping you compliant without the chaos.
Tax-Ready Reports: Generates 1099 summaries, sales tax remittance logs, and audit-safe documentation.
Multi-State Sales Tax Support: Complies with nexus laws and updates based on your location and operations.
LLC and S-Corp Friendly: Handles pass-through accounting, distributions, and payroll tax obligations easily.
Ideal for Remote Teams: Cloud-based access lets your accountant, bookkeeper, or staff work from anywhere.
Bank-Level Security: Ensures that your sensitive data is encrypted, protected, and only accessed by you or approved users.
Crik-IT Pricing
Start your 30-day free trial of Crik-IT for QuickBooks
No credit card, no commitment.
Customize users and features anytime, and cancel whenever you like.
Pricing Plan: Customer Service Package
Users: 1
Price: $29/month
Includes 1 in-house user by default. Add up to 25 users, with custom packages and pricing available to fit your needs.
Crik-IT Frequently Asked Questions
Q1. Is my data secure with Crik-IT?
Absolutely. We take strong measures to protect your data. Crik-IT is hosted on state-of-the-art servers managed by Microsoft Azure and HostDime—leaders in secure, high-performance hosting.
Q2. Does Crik-IT integrate with QuickBooks?
Yes. Crik-IT integrates with QuickBooks Desktop, QuickBooks Enterprise, and QuickBooks Online—ensuring seamless data sync across platforms.
Q3. Who pays for the Crik-IT service?
The vendor—typically a manufacturer or distributor—subscribes to Crik-IT and covers the cost of the service.
Q4. How long does the setup take?
You can be up and running in as little as 10 minutes, depending on your QuickBooks file size. Need help? Our team is just a call or chat away.
Q5. Do I need to re-enter orders into QuickBooks manually?
Not at all. Orders submitted in Crik-IT automatically appear in QuickBooks within 0 to 5 minutes as an estimate—or optionally as an invoice.
Q6. What if we need custom features or adjustments?
We welcome feedback! Many Crik-IT features exist because of user suggestions. We offer extensive configuration options and are happy to discuss custom tweaks.
Q7. How long has Crik-IT been in use, and who uses it?
Crik-IT was launched in 2007 and is used daily by thousands of reps, dealers, and distributors. Every year, it processes tens of thousands of inventory queries, sales orders, reports, and more.
Q8. How can Minding My Books help with Crik-IT and QuickBooks?
Minding My Books is a Certified QuickBooks Solution Provider and Crik-IT expert. We help businesses set up, integrate, and optimize Crik-IT with QuickBooks—ensuring a smooth transition, customized configuration, and ongoing support to maximize your ROI.
Crik-IT For QuickBooks: Ready to Automate Your Workflow?
With Crik-It, you don’t just click a button—you unlock time, clarity, and peace of mind. Minding My Books believes your time is better spent growing your business, not buried in spreadsheets or chasing down receipts. With Crik-It, we bring you more than just automation—a smarter, simpler way to run your operations and keep your books clean.
From seamless QuickBooks integration to real-time business insights, we’ve got the tools, the team, and the expertise to help you thrive.
Contact us today to schedule a Free Consultation and let Crik-It handle the busywork while you focus on the big picture.
