Accounting & ERPUSYour books are in QuickBooks Online? We connect sales, invoices and payments into one flow
QuickBooks Online is Intuit's cloud accounting for small business, used mainly in the US, Canada, the UK and Australia. We connect it to your CRM so that a won deal becomes an invoice in QuickBooks, a recorded payment changes the deal status in the CRM, and the manager sees the customer's open invoices without asking the accountant.
Before after every closed deal the manager emails the details and the accountant retypes them into QuickBooks.
After the invoice appears in QuickBooks as soon as the deal is closed, with the customer and items already in place.
Before the manager pings the accountant in chat every time before the next call.
After the payment recorded in QuickBooks flips the deal to «paid» in the CRM, and the manager sees it on the deal card.
Before the manager offers a new order to a customer with three overdue invoices.
After the customer card in the CRM shows the open invoices from QuickBooks, and the manager starts the call with the right question.
Before the CRM has its own product names, QuickBooks has others, and the accountant matches them by hand.
After the CRM uses the QuickBooks item list, so every invoice lands on the right item and account the first time.
For those who want to check: each point links to the official documentation page it comes from.
In QuickBooks an invoice is a sales form where the customer pays for a product or service later — exactly what a CRM deal turns into.
Source: developer.intuit.com ↗ checked 2026-09-27A payment in QuickBooks can be applied to several invoices of one customer at once, so one incoming payment can close several deals in the CRM.
Source: developer.intuit.com ↗ checked 2026-09-27Items in QuickBooks are the products and services a company buys or sells; they become the lines of an invoice, which is why we build the CRM catalogue on them.
Source: developer.intuit.com ↗ checked 2026-09-27QuickBooks notifies a connected application whenever data in the customer's company file changes — this is what keeps the CRM current without constant polling.
Source: static.developer.intuit.com ↗ checked 2026-09-27Intuit's test companies for developers come in regional versions for Australia, Canada, France, India, the UK and the US — the markets QuickBooks Online is built for.
Source: static.developer.intuit.com ↗ checked 2026-09-27QuickBooks Online is built for the US, Canada, the UK, Australia and a few other markets; Intuit's materials mention no Ukrainian edition or Ukrainian reporting, so we do not use it for the books of a Ukrainian company — this page is for businesses whose accounting is kept abroad. The company owner grants access once; if the connection is not used for 100 days, it has to be confirmed again. Intuit limits how many requests one company can receive per minute, so a large one-time import of customers or invoices runs as a queue rather than instantly. Some sections of QuickBooks (projects, custom fields, sales tax service, payroll) are open only to applications in the upper tiers of Intuit's developer programme, so we do not build on them. Complex reports are assembled on our side, because QuickBooks queries return whole records and do not join or group data.
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Learn more →Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Orders, requests and answers around the clock, straight into your CRM.
Learn more →Flows between CRM, email, spreadsheets, payments and AI, on your own server.
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↔PayPal sales, refunds and processing charges land in QuickBooks Online as proper accounting entries
See scenarios →↔
Shopify orders become sales in QuickBooks Online with the right items, taxes and payouts, and stock levels stay in step
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Every Stripe payment lands in QuickBooks Online as a payment against the right invoice, with processing charges and refunds accounted for
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WooCommerce orders become sales in QuickBooks Online with the same items and customer, and stock and product names stay in step with the books
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Accounting & ERPEUYour company keeps its books in Xero? We make sales, payments and bookkeeping talk to each other
See scenarios →Payments & POSUSOne checkout for 125+ local payment methods, plus automatic tax and subscription billing
See scenarios →Payments & POSUSPayments accepted worldwide, tied straight into the order that's waiting on them
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CRMUSUS CRM with built-in calling and no-code automation, ready to plug into the tools you already run
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CRMEUThe deal-focused CRM: connect it once, and deals, contacts and follow-ups keep themselves in sync
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CRMUAUkrainian CRM that pulls orders from your site, marketplaces and chat apps into one pipeline
See scenarios →Implementation · Development · Integrations →
QuickBooks Online is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.
