Log in Start building for free

CRM For QuickBooks

Insightly CRM and
QuickBooks integration
options

QuickBooks is the industry-standard accounting software for small
and medium-sized businesses. It’s built to manage income and
expenses while giving you a complete view of your business finances.
Thousands of Insightly users count on QuickBooks to send invoices,
create budgets, and prepare taxes, and more. The software is flexible
and scalable with affordable pricing.

Save 30% on QuickBooks Online

Don’t have QuickBooks Online? Since Insightly is a member of the QuickBooks Solution Provider program, you can
save 30% on any QuickBooks Online product purchased through Insightly.
Learn more

Two ways to integrate QuickBooks and Insightly

Option 1

Option 2

Option 1.
Use the native product integration

An administrator with an Intuit login can connect Insightly to the
QuickBooks Online accounting program. It’s just a few steps under
your Insightly System Settings.

 

This will allow you to display customer summaries and the status of
individual invoices, payments, or estimates to selected Insightly users.
Once you’re set up, you’ll be able to use QuickBooks Online with
Insightly.

 

Note that the Insightly QuickBooks integration only supports the
connection of one QuickBooks account. To connect additional
accounts, please refer to integration option 2.

Benefits of QuickBooks Online + Insightly CRM integration

Whichever option you choose, you’ll get these benefits and more when you integrate QuickBooks and Insightly.

Customer-centric financial view

View your entire customer base and their
account status, invoices and payments, all
without leaving Insightly CRM.

Efficient record
keeping

Eliminate dual data entry by linking
invoices, payments and estimates to
customer contacts, opportunities or
projects.

Payment details at your fingertips

See open, overdue and income payment
details directly within the Insightly contact
record.

Keep tabs on due
dates

Link specific QuickBooks records to contacts
based on Invoice Date, Payment Date,
Estimate Date, or document numbers.

Webinar: Integrate to save time and grow revenue

See a live demo of the two integration options between QuickBooks and Insightly – native and via AppConnect. Hear the benefits from a real customer.

YouTube Video Thumbnail

Use cases: integrating Insightly and QuickBooks with
AppConnect

Automate QuickBooks invoicing for opportunities closed/won in Insightly

Streamline and speed up your invoicing process. Once you move an opportunity to closed/won, automatically generate a QuickBooks invoice. Changes across applications will be synced, meaning that there’s no delay between these two steps that are mission-critical to your business.

Automatically sync customer data between Insightly and QuickBooks

Insightly should be the central hub of all of your customer information and should drive a single source of truth across all data sources. As new prospects transition to customers, their data must flow between Insightly and QuickBooks to ensure that all data is aligned. By integrating Insightly and QuickBooks, data transfer is automated and you won’t have to duplicate work to replicate data manually across applications.

View and manage accounting records within Insightly

With a QuickBooks integration, you can view your accounting data directly in Insightly. The platform displays an overview from QuickBooks, including contact information and a financial summary. You can copy details such as contact names and phone numbers from an Insightly record to the corresponding QuickBooks contact to avoid moving between systems.