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Marc 16
Level 1
posted
‎January 05, 2023 10:56 PM
last updated ‎January 05, 2023 2:57 PM

Synch Invoices with my system

Hi,

 

I have a custom build e-commerce and CRM system which contains all invoices and customer/client details.

 

I use my system to generate invoices for digital advertising products.

 

Is there a way to link my system to quickbooks so that both talk to each other? So that everything is synched.

 

Here are some of the things I want to do.

 

> I have nearly 5000 invoices I want to upload to quickbooks

 

Going forward:

 

- When i raise an invoice in my system it creates the same invoice in quickbooks automatically.

- When I make changes such as marking invoices as paid on mine it changes the status on quickbooks as well, and visa versa.

 

I understand that there is an excel/CSV upload function but I'm looking at something which is more automated and synched.

 

Does anyone know of anything?

 

Thanks

 

Marc

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SarahannC
Moderator
Moderator
‎January 06, 2023 02:57 AM

Synch Invoices with my system

Hello there, Marc 16.

 

An automated way to sync the invoices and customer details in QuickBooks would be a great help. This will surely help you manage your data seamlessly. Also, I appreciate that you're familiar with the Excel/CSV file function.

 

We can look for a third-party application and utilize it to sync the data from the CRM system to our program. To find the right apps to use from our website.

 

  1. Go to this link: QuickBooks Apps.
  2. You can select a specific category under the Categories section.
  3. Then, make sure to review the key benefits and FAQs.
  4. Once done, click the Get app now button.

 

Another option is to reach out to our Intuit Developers for further help syncing data from your system to QuickBooks. Feel free to visit this link by visiting their Community forum: Intuit Developer.

 

Here's an article for reference: Create and start developing your app.

 

Also, we have articles that you can use to help you keep your data accurate from time to time:

 

 

Visit again if you have more concerns about handling transactions and customer data in QuickBooks Online. Take care and stay safe.

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