QuickBooks keeps the books. CubeCRM keeps the customers.
CubeCRM and QuickBooks
Customers, accepted quotes and invoice history shared between CubeCRM and QuickBooks Online, with balances visible to sales.
- Accounting
- No per-connector licence
- 01234 672 617
QuickBooks Online is a good home for your accounts and a poor home for your sales process. CubeCRM connects to it so that customers are shared rather than retyped, accepted quotes can become draft invoices with the right products and tax rates, and invoiced sales and outstanding balances appear against each customer in the CRM.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Both ways
Customers
Customers kept aligned in both directions, with one system nominated as master per field.
- Out of CubeCRM
Draft invoices from accepted quotes
Accepted quotes create draft invoices with products, services and tax already applied.
- Into CubeCRM
Invoiced sales and balances
Invoices and outstanding balances shown on the customer record.
How it behaves
The detail that decides whether it is actually useful
Prompt sync
Changes post promptly, with failures visible and retried.
Products mapped
CubeCRM products and services mapped to QuickBooks items and tax rates during setup.
Balances for sales
Sales see overdue accounts without needing QuickBooks access.
Standard authorisation
Connected through Intuit’s standard OAuth flow, revocable at any time from QuickBooks.
Setting it up
Three steps, done during setup
- 1
Connect via Intuit’s standard OAuth flow - no credentials are stored by us.
- 2
Match existing customers and map products and services to QuickBooks items and tax rates.
- 3
Choose whether accepted quotes create draft invoices automatically or on request.
Questions
What people ask about this one
CubeCRM integrates with QuickBooks Online. If you run QuickBooks Desktop, ask and we will tell you what is possible.
No. QuickBooks remains your accounting system.
You can, but we would suggest quoting in CubeCRM so quotes sit on the deal with their history and follow-ups, and passing accepted ones to QuickBooks.
No. The integration is part of the platform. You need your own QuickBooks subscription.
Related
Usually set up at the same time
- XeroCustomers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record.
- SageCustomers, won quotes and invoice history shared between CubeCRM and Sage accounting, with account balances visible to the sales team.
- Power BI & ReportingCRM data available to Power BI, Excel and other reporting tools, so sales data can sit alongside finance and operations in one set of reports.
QuickBooks
Check the QuickBooks detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
