INTEGRATION TO
QuickBooks
Integrate QuickBooks with Cloudify and streamline your financial operations. We provide seamless connections with CRM platforms, e-commerce stores, inventory systems, marketing tools, and payment processors that automate invoicing, expense tracking, financial reporting, and payment processing.
Supported Integration
Supported Integration
Supported Integration
Custom Apps
Custom Apps
Custom Apps
With CRM systems
Connect QuickBooks with your CRM platform to maintain unified customer records and automate financial processes like estimate creation, invoice generation, and payment tracking while ensuring consistent data across sales and accounting teams.
How does it work?
Customer data flows seamlessly between CRM and QuickBooks, enabling automatic estimate generation, invoice conversion, and comprehensive financial tracking throughout the customer lifecycle.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating QuickBooks with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in QuickBooks, including billing and shipping addresses.
Products
Any item that is listed in QuickBooks will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as QuickBooks sales orders.
Invoice
Payment methods will be synced from CRM to QuickBooks for sales for automatic invoice creation.
With CRM systems
Connect QuickBooks with your CRM platform to maintain unified customer records and automate financial processes like estimate creation, invoice generation, and payment tracking while ensuring consistent data across sales and accounting teams.
How does it work?
Customer data flows seamlessly between CRM and QuickBooks, enabling automatic estimate generation, invoice conversion, and comprehensive financial tracking throughout the customer lifecycle.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating QuickBooks with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in QuickBooks, including billing and shipping addresses.
Products
Any item that is listed in QuickBooks will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as QuickBooks sales orders.
Invoice
Payment methods will be synced from CRM to QuickBooks for sales for automatic invoice creation.
Learn more
With CRM systems
Connect QuickBooks with your CRM platform to maintain unified customer records and automate financial processes like estimate creation, invoice generation, and payment tracking while ensuring consistent data across sales and accounting teams.
How does it work?
Customer data flows seamlessly between CRM and QuickBooks, enabling automatic estimate generation, invoice conversion, and comprehensive financial tracking throughout the customer lifecycle.
Campaigns
You can manage your campaigns and get real-time data about the campaigns by integrating QuickBooks with the CRM app.
Customers
Once the contacts are created/updated in the CRM, they automatically get updated in QuickBooks, including billing and shipping addresses.
Products
Any item that is listed in QuickBooks will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.
Orders
The sales orders from the CRM with their current status will be synced as QuickBooks sales orders.
Invoice
Payment methods will be synced from CRM to QuickBooks for sales for automatic invoice creation.
With Webshops/E-commerce stores
Integrate QuickBooks with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
You can create and send invoices with payment links automatically, along with managing customer information through the integration functionalities.
Orders
When an order is placed on the webshop, it is automatically transferred to the accounting app or QuickBooks in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the QuickBooks account.
Products
All the product listings are updated and synced with QuickBooks with all details. Any modification of the products in the webshop reflects automatically in QuickBooks.
Inventory
The exact inventory level is maintained by the real-time stock updates from QuickBooks.
Sales Orders
All webshop sales orders will get instantly converted into QuickBooks sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with QuickBooks so that customers can track their shipments and view the order status in real time.
With Webshops/E-commerce stores
Integrate QuickBooks with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
You can create and send invoices with payment links automatically, along with managing customer information through the integration functionalities.
Orders
When an order is placed on the webshop, it is automatically transferred to the accounting app or QuickBooks in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the QuickBooks account.
Products
All the product listings are updated and synced with QuickBooks with all details. Any modification of the products in the webshop reflects automatically in QuickBooks.
Inventory
The exact inventory level is maintained by the real-time stock updates from QuickBooks.
Sales Orders
All webshop sales orders will get instantly converted into QuickBooks sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with QuickBooks so that customers can track their shipments and view the order status in real time.
Learn more
With Webshops/E-commerce stores
Integrate QuickBooks with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.
How does it work?
You can create and send invoices with payment links automatically, along with managing customer information through the integration functionalities.
Orders
When an order is placed on the webshop, it is automatically transferred to the accounting app or QuickBooks in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.
Customers
All customer details, such as shipping address, billing, contact details, etc., are synced to the QuickBooks account.
Products
All the product listings are updated and synced with QuickBooks with all details. Any modification of the products in the webshop reflects automatically in QuickBooks.
Inventory
The exact inventory level is maintained by the real-time stock updates from QuickBooks.
Sales Orders
All webshop sales orders will get instantly converted into QuickBooks sales orders.
Order fulfillment
The e-commerce stores' shipping methods and charges will be fully mapped with QuickBooks so that customers can track their shipments and view the order status in real time.
With Marketing systems
Integrate QuickBooks with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the QuickBooks account for invoicing, the customer details are further synced into the marketing app's mailing list.
Orders
When an order is placed in the webshop and the details are updated in the QuickBooks app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and QuickBooks, it can also take customer information from there and launch email campaigns.
With Marketing systems
Integrate QuickBooks with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the QuickBooks account for invoicing, the customer details are further synced into the marketing app's mailing list.
Orders
When an order is placed in the webshop and the details are updated in the QuickBooks app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and QuickBooks, it can also take customer information from there and launch email campaigns.
Learn more
With Marketing systems
Integrate QuickBooks with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.
How does it work?
When the generated leads or customer data are populated into the QuickBooks account for invoicing, the customer details are further synced into the marketing app's mailing list.
Orders
When an order is placed in the webshop and the details are updated in the QuickBooks app, they are transferred to the marketing app, where you can set up targeted email campaigns.
Customers
The customer information can be used in the marketing app. If the marketing app is linked with the CRM and QuickBooks, it can also take customer information from there and launch email campaigns.
With Inventory and Production management systems
Integrate QuickBooks with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your QuickBooks account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating QuickBooks with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in QuickBooks.
Inventory
Inventory sync with QuickBooks lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the QuickBooks account updates the status.
With Inventory and Production management systems
Integrate QuickBooks with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your QuickBooks account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating QuickBooks with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in QuickBooks.
Inventory
Inventory sync with QuickBooks lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the QuickBooks account updates the status.
Learn more
With Inventory and Production management systems
Integrate QuickBooks with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your QuickBooks account and create an invoice when a new order is delivered in the inventory management app.
How does it work?
Sync your complete inventory and import your sales orders by integrating QuickBooks with inventory or production management apps.
Orders
When an order is marked shipped or delivered in the inventory management app, it also gets updated in QuickBooks.
Inventory
Inventory sync with QuickBooks lets you keep track of the stocks and stockouts.
Order fulfillment status
Once the shipment is complete or delivered, the QuickBooks account updates the status.
With Payment systems
Integrate QuickBooks with the payment app to automate the payment process through the QuickBooks app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, QuickBooks imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to QuickBooks for invoice generation.
Products
Sync your product listings with QuickBooks, which lets you keep track of the stock.
With Payment systems
Integrate QuickBooks with the payment app to automate the payment process through the QuickBooks app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, QuickBooks imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to QuickBooks for invoice generation.
Products
Sync your product listings with QuickBooks, which lets you keep track of the stock.
Learn more
With Payment systems
Integrate QuickBooks with the payment app to automate the payment process through the QuickBooks app when the invoice, along with the integrated payment link, is sent to the customer or merchant for further processing.
How does it work?
Once an order is placed, QuickBooks imports the customer's contact details and automatically creates an invoice with or without the payment links.
Orders
When an order is placed, the payment link is automatically sent to the customer along with the invoice.
Customer
When a customer places an order on the webshop, the details are transferred to QuickBooks for invoice generation.
Products
Sync your product listings with QuickBooks, which lets you keep track of the stock.
BENEFITS
Benefits of Integrating QuickBooks with Cloudify
Real-Time Financial Tracking
Integrating QuickBooks with analytics tools ensures up-to-date insights into cash flow, expenses, and revenue, empowering smarter financial decisions.
Automated Invoice Management
Syncing QuickBooks with invoicing platforms allows for seamless generation, sending, and tracking of invoices, improving cash flow and reducing manual work.
Simplified Payroll Processing
Connect QuickBooks with payroll systems to automate salary payments, tax calculations, and compliance tracking, ensuring accuracy and efficiency.
Streamlined Expense Tracking
Integrating QuickBooks with expense management apps enables automatic expense categorization, approval workflows, and improved visibility into spending.
Improved Collaboration Across Teams
Linking QuickBooks with project management tools allows teams to track budgets, manage financial tasks, and collaborate on project finances in real time.
Faster Payment Matching
Connecting QuickBooks with payment gateways automates payment matching, reducing errors and saving time on reconciling transactions.
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