Automate
accounting and invoicing with QuickBooks
Overviews
How it works?
Create invoices when deals close
The moment you win a deal in your CRM, an invoice is created in QuickBooks with all the right details. No more switching between apps or copying information by hand.
Keep customer information in sync
When you add or update a customer in your CRM, that same information flows into QuickBooks. Your contact details, company names, and billing addresses stay consistent everywhere.
Track payments as they happen
Every time a payment comes through in QuickBooks, your tracking spreadsheet updates on its own. You always know what's been paid without checking multiple places.
Send payment reminders on autopilot
When an invoice becomes overdue, payment reminders go out through email or your messaging app. Follow up with customers without setting calendar alerts.
Match payments to orders instantly
Incoming payments get matched with their corresponding orders in your order management system. Reconciliation happens in the background so you know exactly what's been settled.
Capture expenses from receipts
Expenses logged in other apps flow straight into QuickBooks as bills. Your expense tracking stays current whether receipts come from email, expense apps, or file uploads.
Generate estimates from project quotes
When you create a quote in your project management tool, an estimate appears in QuickBooks ready to send. Turn quotes into billable estimates without retyping numbers.
Get notified about financial events
Receive instant alerts in Slack, email, or your team chat when new invoices are created or payments arrive. Your whole team stays informed about important financial updates.
Configure
Build with Gmail
CRM to invoicing workflow
Connect your CRM to QuickBooks so closed deals become invoices instantly. Customer details, line items, and payment terms transfer seamlessly, and your sales team never has to think about the accounting side.
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You can create and update invoices, manage customer records, track payments, handle bills and expenses, send estimates, and trigger actions in other apps when financial events occur in QuickBooks. This keeps your accounting data synchronized across all your business tools.
When you mark a deal as won in your CRM, the integration pulls customer information and deal details to create a complete invoice in QuickBooks. You can map which CRM fields correspond to invoice line items, amounts, and payment terms so everything transfers correctly.
Yes, every time a payment is recorded in QuickBooks, a new row can be added to your Google Sheets or Excel spreadsheet with payment amount, customer name, date, and invoice number. This gives you a simple payment log that updates in real-time.
You can set up workflows that check for overdue invoices in QuickBooks and send reminder emails or messages through your communication tools. Specify how many days past due should trigger a reminder and customize the message that goes out.
Yes, this integration connects with QuickBooks Online so you can automate your cloud-based accounting. All your invoices, customers, payments, and expenses sync between QuickBooks Online and your other business applications.