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CRM Integration

QuickBooks & SuiteCRM Integration

SuiteCRM integration with QuickBooks syncs your items, invoices, contacts, customers and quotes online.

It automates and instantly syncs records with a task scheduler, intuitive field mapping and audit log sync.

What's included

  • Secure & Reliable Sync
  • Agile Mapping
  • Scheduled Sync
  • Better Accounting

Key features

  • Secure and reliable sync
  • Agile mapping
  • Schedule synchronisation
  • Better accounting

Common questions

Something not covered here? Ask us directly.

Which SuiteCRM modules are covered?

Accounts, Contacts, Products, Quotes and Invoices, together with the line items attached to each quote and invoice. Because SuiteCRM is open source, custom modules built for your business can be added to the mapping rather than left out of the sync.

What does the audit log sync give me?

SuiteCRM keeps an audit trail of field-level changes. Syncing it means you can see which system and which user last changed a value, which settles the usual argument about whether a price or an address was altered in the CRM or in the accounts.

How is the sync scheduled?

A task scheduler runs the transfer at the interval you choose, from a few minutes apart to once a night. Records that fail validation are held and retried rather than dropped, so a temporary QuickBooks outage does not cost you a day of invoices.

Can fields be mapped without editing code?

Yes. Field mapping is configuration, so a new SuiteCRM field can be pointed at a QuickBooks field without a redeployment. SuiteCRM installations tend to accumulate custom fields over time, which is why the mapping is kept editable.

Next step

Ready to move forward with SuiteCRM & QuickBooks?

Tell us about your current process and what you need the software to do. We will come back with a practical approach, a timeline and a cost.