# QuickBooks

> Customers, accepted quotes and invoice history shared between CubeCRM and QuickBooks Online, with balances visible to sales.

**URL:** https://cubecrm.co.uk/integrations/quickbooks

QuickBooks keeps the books. CubeCRM keeps the customers.

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.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeCRM (https://cubecrm.co.uk/platform)

## What syncs

- **Customers** (Two-way): Customers kept aligned in both directions, with one system nominated as master per field.
- **Draft invoices from accepted quotes** (Out of CubeCRM): Accepted quotes create draft invoices with products, services and tax already applied.
- **Invoiced sales and balances** (Into CubeCRM): Invoices and outstanding balances shown on the customer record.

## How it behaves

- **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.

## 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.

## Frequently asked questions

**Does it work with QuickBooks Desktop?**

CubeCRM integrates with QuickBooks Online. If you run QuickBooks Desktop, ask and we will tell you what is possible.

**Does CubeCRM replace QuickBooks?**

No. QuickBooks remains your accounting system.

**Can we still quote in QuickBooks?**

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.

**Is there an extra charge?**

No. The integration is part of the platform. You need your own QuickBooks subscription.

## Related integrations

- **Xero** - Customers, won quotes and invoices kept in step between CubeCRM and Xero, with balances and payment status flowing back to the customer record. https://cubecrm.co.uk/integrations/xero
- **Sage** - Customers, won quotes and invoice history shared between CubeCRM and Sage accounting, with account balances visible to the sales team. https://cubecrm.co.uk/integrations/sage
- **Power BI & Reporting** - CRM data available to Power BI, Excel and other reporting tools, so sales data can sit alongside finance and operations in one set of reports. https://cubecrm.co.uk/integrations/power-bi

## Contact

- **Product:** CubeCRM
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubecrm.co.uk
- **Sales:** sales@cubecrm.co.uk
- **Support:** support@cubecrm.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)