QuickBooks

Connect QuickBooks to SkedX CRM to sync invoices, payments, and customer data with your accounting system.

Eliminate double data entry, keep financial records consistent, and give your sales team visibility into payment status from within the CRM.

What you get

• Two-way invoice sync between CRM and QuickBooks
• Payment status updates from QuickBooks to CRM
• Customer and contact record sync
• Tax rate and chart of accounts mapping
• Revenue reporting reconciled with accounting data

Setup guide

How to get QuickBooks working with SkedX CRM.

1. Navigate to Settings > Integrations > QuickBooks in SkedX CRM
2. Click "Connect QuickBooks" and authorize via OAuth
3. Map CRM invoice fields to QuickBooks line items
4. Configure tax rates and account mappings
5. Set up sync frequency and direction preferences
6. Start syncing invoices with QuickBooks

Questions

How do I connect QuickBooks with SkedX?

Connecting QuickBooks to SkedX CRM takes 6 steps: Navigate to Settings > Integrations > QuickBooks in SkedX CRM; Click "Connect QuickBooks" and authorize via OAuth; Map CRM invoice fields to QuickBooks line items; Configure tax rates and account mappings; Set up sync frequency and direction preferences; Start syncing invoices with QuickBooks. No developer setup is required — you can complete it from your SkedX dashboard.

What can I do with the QuickBooks integration?

With the QuickBooks integration you can: Two-way invoice sync between CRM and QuickBooks; Payment status updates from QuickBooks to CRM; Customer and contact record sync. Everything stays in sync with SkedX CRM.

When will the QuickBooks integration be available?

The QuickBooks integration is coming soon. It will connect QuickBooks with SkedX CRM in the Accounting category.