QuickBooks integration
QuickBooks Online works well for growing businesses, until invoices, customers and payments have to be copied in from other systems by hand. We connect QuickBooks to your CRM, time-tracking and project tools so your books stay up to date automatically and your team stops re-keying.
At a glance
- QuickBooks Online API and webhooks
- Customer and item matching to prevent duplicates
- UK VAT and tax code mapping
- Monitoring and error alerts
Backed by over 20 years of hands-on integration experience.
What we connect
CRM to QuickBooks
Create customers and invoices in QuickBooks when deals close in HubSpot, Salesforce or Microsoft Dynamics.
Time to invoices
Turn approved hours from your time-tracking tool into accurate, itemised invoices.
Payment status back to sales
Show who has paid, and who hasn't, inside your CRM so account managers aren't chasing finance for answers.
Planning for growth
If you're moving from QuickBooks to Sage Intacct, we plan the integrations as part of the move so nothing breaks at cutover.
Problems we solve
- Duplicate customers created by different systems
- Invoices created twice, or missed entirely
- A native connector that can't map your products or VAT codes
- Sales teams with no view of payment status
- Hours of month-end admin copying data between tools
How it's built
We build on the QuickBooks Online Accounting API with OAuth 2.0 and webhooks, handling token refresh, rate limits and UK VAT tax codes properly. Where a native or marketplace connector does the job well, we'll configure that instead of building from scratch.
Every integration comes with monitoring, alerting and documentation, so your team can see it working and keep it running after handover.
It can run in your own environment at no extra cost, or be hosted by us in a UK, EU or USA data centre of your choice, priced by data volume from £60 a month.
Questions
Often there is, and if it fits we'll recommend it. Custom integrations make sense when the connector can't handle your products, tax codes, approval steps or volumes.
Most of our work is with QuickBooks Online. Desktop integrations are possible but more limited; we'll give you an honest view during the free consultation.
We design integrations so the finance system can be swapped later with minimal rework, and we can plan a move to Sage Intacct with you.
Talk through your QuickBooks integration
Book a free one-hour consultation. We'll look at your systems and goals and give you an honest view of the options, with no obligation.
Book a free call