Why integrate QuickBooks?
QuickBooks handles your accounting. We automate everything around it:
• Invoice creation from sales tools
• Automatic bank reconciliation
• CRM-to-accounting data sync
• Real-time financial dashboards
Use cases
Auto Invoicing
Generate invoices from CRM deals or e-commerce orders
AI Reconciliation
Intelligent matching of payments to invoices
Financial Sync
Synchronise financial data across all tools
Technical details
Available connectors
- QuickBooks Online API
- OAuth2
- Webhooks
- CSV Import
Features
- Invoice automation
- Bank reconciliation
- Multi-currency support
- Tax calculation
Our approach
1
Audit
Analysis of your current systems
2
Design
Data flow architecture
3
Build
Development and testing
4
Support
Maintenance and enhancements