Open Forum

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions. 

Does anyone use any combination of these systems successfully and/or have some advice to offer? 

Thank you!

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Katie Turer
History Museum on the Square
Springfield, MO
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Hi Katie,
There are CRM software that at like a POS such as Salesforce but it all depends on your budget. We are looking at Lightspeed POS. It connects with Quickbooks so that would all be integrated. We still use a different software for our membership but by having our POS/ecommerce connect with our Quickbooks saves a lot of data entry.

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Gwen McCausland
Director
South Dakota Agricultural Heritage Museum
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Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions.

Does anyone use any combination of these systems successfully and/or have some advice to offer?

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------

Thank you for the information! I appreciate the tip on Lightspeed. We'll take a look into it.

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Katie Schoorl
History Museum on the Square
Springfield MO
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Original Message:
Sent: 01-11-2021 01:48 PM
From: Gwen McCausland
Subject: Using Square with CRM and Accounting Software

Hi Katie,
There are CRM software that at like a POS such as Salesforce but it all depends on your budget. We are looking at Lightspeed POS. It connects with Quickbooks so that would all be integrated. We still use a different software for our membership but by having our POS/ecommerce connect with our Quickbooks saves a lot of data entry.

------------------------------
Gwen McCausland
Director
South Dakota Agricultural Heritage Museum

Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions.

Does anyone use any combination of these systems successfully and/or have some advice to offer?

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------

If you Google Square/Kindful integrations you nay find way to get them talking to one another. Zapier produces integrations we plan to use to get our CRM and Square talking to each other.

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Ron Ulrich
Executive Director
Canmore AB
------------------------------

Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions.

Does anyone use any combination of these systems successfully and/or have some advice to offer?

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------

Hello Katie, 

We are a small free general admission museum with no gift shop, but do sell small items from our front desk, and fee based admission into our planetarium. We use Versai by Explorer Systems and it is able to manage POS, CRM, & accounting. However, we do not utilize it for fundraising or accounting per our governance model is unique and the parent organization has a whole separate method of tracking. Personally I enjoy the database system for both POS & CRM as it is customizable and really able to make it your own. 

Good luck!

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Megan Osetek
Coordinator of Interpretation
Kalamazoo Valley Museum
Kalamazoo MI
------------------------------

Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions.

Does anyone use any combination of these systems successfully and/or have some advice to offer?

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------

Hi Katie,

I'm a bit late to the discussion, but if this is only for a brick-and-mortar POS, you could look into using Quickbooks instead of Square. We've been using Quickbooks as our POS at admission desks and gift shop for a few years. They have computer and tablet based UIs. We only recently transitioned away from it because QB doesn't have integrated ecommerce capabilities that we now need for online ticketing. 


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Gabbi Frasco
Marketing Specialist
Montclair Art Museum
Montclair NJ
------------------------------

Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions.

Does anyone use any combination of these systems successfully and/or have some advice to offer?

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------

 I totally get the struggle of juggling multiple systems. Syncing up Square, Kindful, and Quickbooks sounds like a puzzle. Have you considered exploring sugar CRM as a potential piece of that puzzle? It might offer some streamlined solutions. Keen to hear if anyone's found a sweet setup with these tools!
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Tade saeN CPA
mr
Linton IN
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Original Message:
Sent: 01-09-2021 04:14 PM
From: Katie Schoorl
Subject: Using Square with CRM and Accounting Software

Hi all!

I work at a small, regional history museum, and we're trying to figure out how to manage our systems more efficiently together. We use Square (POS), Kindful (CRM), and Quickbooks (Accounting), and find that we're doing double (sometimes triple) work to keep all of the systems updated. I have a feeling there is a better way to sync up at least part of the work we do but haven't come to any conclusions. 

Does anyone use any combination of these systems successfully and/or have some advice to offer? 

Thank you!

------------------------------
Katie Turer
History Museum on the Square
Springfield, MO
------------------------------