Finance

QuickBooks + AutomateNexus CRM

Sync invoices, payments, and customers two ways.

QUAN
01What you can do

QuickBooks, wired into your pipeline.

Invoices in sync

Create and update invoices in QuickBooks the moment a deal is won.

Payments reconciled

Match payments to customers and deals automatically — no double entry.

One customer record

Customers stay identical across your books and your pipeline, two ways.

02How it works

Connected in three steps.

01

Connect QuickBooks

Authorize with Intuit in a single secure OAuth handshake.

02

Map customers

Link CRM companies to QuickBooks customers — existing or new.

03

Automate billing

Let won deals raise invoices and reconcile payments on their own.

Two-way sync

Changes on either side reconcile in real time. No stale records, no duplicates.

Webhooks

QuickBooks events can trigger agents and automations the moment they fire.

No code

Authorize, map, and go live in minutes — no developer required.

Put QuickBooks to work.

Start your 7-day free trial and connect QuickBooks on day one. No credit card, no middleware.