QuickBooks CRM Integration
Sync invoices, payments, and customer data between your CRM and QuickBooks. No manual data entry, no middleware fees.
Most CRM platforms charge extra for a QuickBooks connector, and even then you get a rigid, one-size-fits-all sync that breaks whenever QuickBooks updates their API. We build a direct integration between your custom CRM and QuickBooks that maps to your exact chart of accounts, syncs the fields you actually use, and doesn't route your financial data through a third-party middleware service you have no control over.
What We Connect with QuickBooks
Specific data points and features we sync between QuickBooks and your custom CRM. Not a generic connector that maps name and email and calls it done.
- Customer and vendor records synced bi-directionally
- Invoices created in CRM automatically posted to QuickBooks
- Payment status updates reflected in real-time across both systems
- Expense tracking tied to CRM projects and deals
- Custom financial reports pulling live QuickBooks data into your CRM dashboard
- Tax category mapping aligned to your specific chart of accounts
How It Works
We connect directly to the QuickBooks Online API using OAuth 2.0 and build custom sync logic tailored to your data model. Unlike plug-and-play connectors that force you into predefined field mappings, we map your CRM fields to the exact QuickBooks categories, classes, and accounts your business uses. The integration runs on your infrastructure, with no third-party service sitting between your CRM and your books. We handle error logging, retry logic, and webhook-based real-time triggers so your data stays consistent without scheduled batch jobs.
Benefits Over Off-the-Shelf Connectors
What you get with a custom QuickBooks integration that no pre-built connector can offer.
Eliminate double-entry between your CRM and accounting software
See real payment status on every deal without switching apps
No per-user connector fees. The integration is yours, permanently
Custom field mapping that matches your actual workflow, not a generic template
Direct API connection means faster sync and fewer points of failure
Full control over what data moves where, with no black-box middleware
What Our Clients Say
“Parent communication, staff coordination, and community engagement all centralized. Our district office went from managing 6 separate tools to one unified platform.”
Keith Donaldson
Superintendent, Apex School District
Boise, ID
“Intake, conflict checking, and matter management in one place. Our paralegals saved 15 hours per week on administrative tasks alone.”
Katherine Wells
Managing Partner, Wells & Associates
Washington, DC
“Custom quoting tool integrated into the CRM. Our estimators went from building quotes in Excel to generating professional proposals in 20 minutes flat.”
Howard Mills
CEO, Mills Metal Fabrication
Detroit, MI
“The client portal changed everything. Clients access their case documents, upcoming deadlines, and billing, and we stopped fielding 40 status update calls a week.”
Richard Caruso
Founding Partner, Caruso Law Group
Chicago, IL
“Seasonal business means feast or famine. Our CRM now handles off-season nurture campaigns automatically. This spring was the first time we started fully booked on day one.”
Dave Randall
Founder, Randall Landscaping
Nashville, TN
“The client portal they built is a game changer. Clients can see their entire relationship with us (documents, meeting notes, action items) without a single phone call.”
William Fitzgerald
Founder, Fitzgerald & Associates
New York, NY
“Trip planning, supplier management, and client preferences all in one place. Our travel advisors deliver incredibly personalized itineraries because the CRM remembers everything.”
Isabella Moreno
Founder, Wanderlust Travel Co
Miami, FL
“Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.”
Daniel Kim
Operations Lead, Summit Legal Consulting
Denver, CO
Ready to Connect QuickBooks with Your CRM?
Book a discovery call and we'll walk you through exactly how QuickBooks will integrate with your custom CRM: direct API, no middleware, built for your workflow.