QuickBooks CRM Integration | CRM Marketplace

Invoices and estimates in one click

Create QuickBooks invoices and estimates straight from OnePageCRM.
Automatically populate them with your CRM data.
Avoid mistakes by adding saved products and services from your Catalog.

A OnePageCRM deal with its items and amounts, one click away from a QuickBooks invoice.

Keep Sales and Accounting in sync

When a sales deal is ready for billing, the invoice starts in OnePageCRM, and the contact's details go over to QuickBooks with it: name, organization, phone numbers, email, and address.

If the contact doesn't exist in QuickBooks yet, OnePageCRM creates it there for you.

Stay on top of payments

Waiting on a payment? Set a reminder next to the client, and OnePageCRM will tell you when it's time to check on it.

You can also keep colleagues in the loop. If an invoice changes, write a note on the contact, tag them in it, and they'll get a notification.

Watch video overview

CRM QuickBooks Integration: How to Connect Sales and Accounting | OnePageCRM Tutorial

2:08

Questions

Why integrate QuickBooks with a CRM?

Because invoicing usually means retyping what the CRM already knows. Connected, a deal turns into a QuickBooks invoice or estimate in a click, and the client details go along with it.

What does the QuickBooks widget show in OnePageCRM?

The latest 20 estimates and invoices for that contact, each with the date, a short description, the reference number, and the amount.

Does the integration create contacts in QuickBooks?

Yes. When you send an invoice or estimate for a contact QuickBooks doesn't know yet, it's created there automatically, with the name, organization, phone numbers, email, and address from your CRM.

Does it work with QuickBooks Desktop?

No, the integration works with QuickBooks Online. And in OnePageCRM, only the account owner or an admin can set it up.