Finance
QuickBooks + AutomateNexus CRM
Invoices and payments in step with QuickBooks Online; bookings and store orders paid through QuickBooks Payments.
QuickBooks, wired into your pipeline.
- 01
Invoices, payments and customers
Invoices go to QuickBooks Online when they're sent, update when they change and void when they're cancelled, with their customer. Payments recorded here are applied there, and payments recorded in QuickBooks come back and mark the invoice paid.
- 02
Estimates, credits and refunds
Sent quotes become estimates, and their status follows when a client accepts or declines. Credit notes become credit memos applied to their invoice, and refunds become refund receipts from the account you choose.
- 03
Paid through QuickBooks Payments
Switch on QuickBooks Payments and each paid booking or store order becomes an invoice in your QuickBooks, paid online by card or bank transfer. The CRM marks it paid once QuickBooks has the payment.
Connected in three steps.
- Step 01
Connect QuickBooks Online
Authorize your company from the QuickBooks Online card under Settings → Integrations → Payments → Accounting.
- Step 02
Choose what syncs
Switch invoices, payments, estimates, credit notes and employees on or off, and pick the items and accounts they post to. Changes go across within minutes.
- Step 03
Switch on QuickBooks Payments
To take payment through QuickBooks too, open QuickBooks Payments under Other processors on the same page and save: there is nothing to type. Online payments must be on in QuickBooks, under Settings → Account and settings → Payments.
Built to be left alone.
Nothing drifts unseen
Totals match to the cent, with discounts and tax on their own lines. If someone edits, voids or deletes an invoice in QuickBooks, it's flagged here with what changed, and you choose which version stands.
Earlier invoices on purpose
Invoices issued before you connect stay out unless you send them, so books that already hold them don't get them twice.
Retries you can see
Every change waits in a queue and retries while QuickBooks is busy; anything that fails shows the reason, with a Retry button. Sync now runs it straight away.
Bookings and store orders, paid in QuickBooks.
An invoice for every payment
Each paid booking or store order becomes an invoice in your company's QuickBooks, and the payer goes to its QuickBooks pay page to pay online by card or bank transfer. No keys to copy: it works through your QuickBooks connection.
Marked paid for you
The CRM checks with QuickBooks every 15 minutes and marks the booking or order paid once the payment is there. If a booking is cancelled unpaid, or a store order is cancelled or left unpaid for three days, its QuickBooks invoice is voided.
Alongside Stripe
If Stripe or another processor is on as well, choose Make default on QuickBooks Payments' card, so paid bookings, and store orders whose products name no processor, are paid through QuickBooks. Invoices sent from the CRM are still paid through Stripe.
Books that match the CRM to the cent.
Invoices, customers and payments
Invoices go to QuickBooks Online when sent, update when they change and void when cancelled, with their customer. Payments recorded in the CRM are applied in QuickBooks; payments recorded in QuickBooks come back every 15 minutes and mark the invoice paid.
Estimates, credit memos and refunds
Sent quotes become estimates whose status follows the client's accept or decline. Credit notes become credit memos applied to their invoice; refunds become refund receipts from the account you choose.
Employees for payroll
Employee profiles become QuickBooks employees, ready for QuickBooks Payroll. Pay runs themselves stay in QuickBooks.
Switch on what you want, watch the queue.
Choose what syncs
On the QuickBooks Online card, under Settings → Integrations → Payments → Accounting, switch invoices, payments, estimates, credit notes and employees on or off, and pick the items and accounts they post to.
Earlier invoices stay out
Invoices issued before you connected are not sent unless you send them, so books that already hold them are not doubled.
Conflicts are flagged, not overwritten
If someone edits, voids or deletes an invoice in QuickBooks, it is flagged in the CRM with what changed and you choose which version stands. Every change waits in a queue that retries while QuickBooks is busy; failures show the reason with a Retry button.
QuickBooks and AutomateNexus CRM, answered.
Yes, natively: authorise your company from the QuickBooks Online card under Settings → Integrations → Payments, choose what syncs, and invoices, payments, estimates, credit notes, refunds and employees stay in step. You can also switch on QuickBooks Payments to take payment for bookings and store orders through QuickBooks.
Yes, for paid bookings and store orders. With QuickBooks Online connected, switch on QuickBooks Payments under Settings → Integrations → Payments → Other processors; there is nothing to type. Each payment becomes an invoice in your QuickBooks, paid online by card or bank transfer, and the CRM marks the booking or order paid once QuickBooks has the payment.
Online payments, in your QuickBooks company under Settings → Account and settings → Payments. The CRM takes payment through your QuickBooks connection, so there are no keys to copy across.
No. Invoices you send from the CRM are paid online through Stripe, and with the sync on they and their payments still reach QuickBooks. QuickBooks Payments takes payment for paid bookings and store orders.
If a booking is cancelled before it is paid, or a store order is cancelled or left unpaid for three days, the CRM voids its QuickBooks invoice, so your books don't show money nobody owes.
Invoices, estimates, credit memos, refunds and employees go from the CRM to QuickBooks; payments go both ways, with QuickBooks payments pulled every 15 minutes. Edits made in QuickBooks are flagged in the CRM for you to resolve.
Within minutes through a queue that retries while QuickBooks is busy; Sync now runs it straight away, and payments recorded in QuickBooks come back every 15 minutes.
No. Invoices issued before you connected stay out unless you send them, so books that already hold them are not doubled.
No. The integration is with QuickBooks Online.
Yes. Invoicing, quotes, the QuickBooks Online sync and QuickBooks Payments are on all four plans. QuickBooks charges its usual fees on the payments it takes; the CRM adds nothing on top.
Put QuickBooks to work.
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