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Integrating QuickBooks with Stack

Integrating QuickBooks with your Stack CRM can save you time by automatically syncing contact and invoice data. This integration ensures that new contacts from QuickBooks are added to your CRM, and review requests are sent automatically upon payment, unless you choose to disable this feature. Additionally, you can import previously created invoices from QuickBooks into your CRM.

Table of Contents​

What Does the QuickBooks Integration Do?​

  • Contact Syncing: All existing and new contacts created in QuickBooks are synced with your Stack CRM.
  • Automated Review Requests: When a contact's first invoice is fully paid in QuickBooks, a review request is automatically sent (this can be toggled off).
  • Sales Receipt Registration: Payments made in Stack (via order forms, subscriptions, membership checkouts, and calendar payments) automatically register as sales receipts in QuickBooks.
  • Invoice Creation and Updates: Invoices sent from Stack are replicated in QuickBooks, including any updates or status changes. This ensures seamless synchronization for accounting purposes.
  • Invoice Import: By enabling the "Import Invoices" option, you can bring all historical invoices from QuickBooks into your CRM. Note that changes to these imported invoices in your CRM will not sync back to QuickBooks.

How to Integrate QuickBooks​

  1. Navigate to Settings > Integrations in your Stack CRM.
  2. Click the "QB Connect" button.
  3. Toggle Import Invoices to import previously created invoices if desired.
  4. Enable review automation if needed.
  5. Connect and log in with your QuickBooks credentials.
  6. Accept all permissions and click the "Connect" button.

Frequently Asked Questions​

Q: What does the QuickBooks integration do?

The integration syncs all existing and new contacts from QuickBooks to your CRM. It can automatically send a review request when a contact's first invoice is fully paid in QuickBooks. Payments made in your CRM are registered as sales receipts in QuickBooks. Invoices sent or updated in your CRM are also created and updated in QuickBooks.

Q: Will the integration sync existing QuickBooks invoices to my CRM?

Yes, if you enable the "Import Invoices" toggle during the initial connection, all previously created QuickBooks invoices will be imported into your CRM. Note that changes to these imported invoices in your CRM do not sync back to QuickBooks.

Q: How does the integration handle customers that already exist in QuickBooks?

If a customer exists in QuickBooks with the same email address used in the transaction, the integration updates the existing customer’s record. If no matching email exists, a new customer record is created in QuickBooks.

Q: Are taxes and discounts included in synced invoices?

Yes, all synced invoices include total amounts, taxes, and discounts, ensuring seamless accounting synchronization.

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