QuickBooks Accounting
Sync QuickBooks customers and invoice statuses into Bitrix24
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Evaluación
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Instalaciones454
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DesarrolladorBitrix24 Integrations
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QuickBooks Accounting helps sales and finance teams keep customer data and invoice status aligned between QuickBooks Online and Bitrix24. It is built for businesses that manage CRM in Bitrix24 but invoice in
QuickBooks and need status updates inside deals. This reduces manual updates and keeps automation tied to invoice progress.
Why businesses use it
When customer and invoice data live in separate systems, teams waste time tracking status and updating CRM records. This integration keeps QuickBooks data visible in Bitrix24 and triggers CRM automation when invoice status changes.
Business value
• Less manual customer and invoice updates
• Cleaner CRM data with synced contacts and companies
• Clearer invoice tracking inside deal timelines
• Faster deal automation with invoice status triggers
Common use cases
• Import QuickBooks customers into Bitrix24 as contacts or companies
• Track QuickBooks invoice status changes in Bitrix24 timelines
• Trigger deal automation on invoice statuses (New, Sent, Paid)
• Keep contact and company data synchronized both ways
• Assign a default responsible employee for imported contacts
How it works
Install the app from Bitrix24.Market, sign in to QuickBooks, and configure integration settings: billing and shipping address types (must be different), contact/company detail templates, and a default responsible user. Start the first‑time synchronization to import QuickBooks customers; the app shows progress and then saves the synchronized contacts summary. After setup, invoice status changes are reflected as timeline activities in Bitrix24 and trigger automation rules for New, Sent by email, and Paid statuses. The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.
FAQ
We need QuickBooks customers in Bitrix24. Does the app import them?
Yes. Customers are imported on first sync as contacts or companies depending on the data.
Can we automate deals based on invoice status?
Yes. Triggers for Invoice (New), Invoice (Send), and Invoice (Paid) can update deal status.
Do contacts and companies stay in sync both ways?
Yes. Changes in QuickBooks update Bitrix24 and Bitrix24 updates sync back to QuickBooks.
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