Overview
Keeping your CRM and accounting systems perfectly aligned shouldn’t require hours of tedious manual data entry. CiviQuickBooks, developed by Agileware, provides a direct connection between CiviCRM and QuickBooks Online. The plugin is built to eliminate duplicate data entry and reduce the risk of manual errors, ensuring your financial and supporter data remains accurate across both platforms. It works quietly in the background to sync contacts, contributions, and invoices automatically, freeing up your administrative team to focus on higher-value work instead of moving data from one screen to another.
Features
- Two-Way Synchronization: The plugin pushes CiviCRM contacts and contributions straight into QuickBooks Online. It also pulls QuickBooks invoice updates back into CiviCRM, automatically updating the status of your contribution records.
- Conditional Contact Syncing: To prevent your accounting software from becoming cluttered with non-financial records, CiviQuickBooks only pushes a CiviCRM contact into QuickBooks when a contribution is actively added to their profile (either via online payment or by an administrator).
- Detailed Account Mapping: You can map individual CiviCRM Financial Account codes directly to specific QuickBooks Products and Services. This guarantees that every line item is categorized correctly when an invoice is generated.
- International Tax Handling: The plugin supports complex tax requirements and has been extensively tested for QuickBooks Online in Australia, the US, the UK, and Canada. It handles detailed tax mapping, including Australian GST rules and US state/combination tax codes.
- Secure Authentication: The integration utilizes the OAuth 2.0 protocol to connect with Intuit, keeping your financial data completely secure and meeting all modern API authentication standards.
- Testing Environments: You have the flexibility to connect the plugin to a QuickBooks Development account, allowing you to safely test your data mapping and workflows before switching over to your live Production environment.
- Smart Error Handling: If a specific line item in CiviCRM is missing a matching product or tax code in QuickBooks, the plugin won't completely fail the sync. Instead, it processes the valid items and notes the problematic line item in the invoice's customer memo field, flagging it for a quick manual review.