A CRM That Syncs With QuickBooks
Juicy Goosey connects to QuickBooks Online via Intuit OAuth and syncs customers, invoices and payments both directions. Close a deal in the CRM, an estimate or invoice appears in QuickBooks. Record a payment in QuickBooks, the CRM contact shows it paid. No double entry, no reconciliation.
How The QuickBooks Integration Works
Five steps. About 3 minutes end to end.
| Step | What Happens |
|---|---|
| 1. Connect | Intuit OAuth for QuickBooks Online. |
| 2. Map customer fields | Company, contact, email, terms. |
| 3. Choose what syncs | Customers, estimates, invoices, payments. |
| 4. Pick direction per object | One-way or two-way. |
| 5. Done | Deals close in CRM, invoices appear in QB. |
What You Get
Six money-loop features once QuickBooks is connected.
One Customer List Across Two Tools
Name change, address change, new email, updates everywhere.
Invoice and Payment Visibility
Aging receivables right on the contact record.
Auto-Invoice on Deal Won
Deal hits Won stage, invoice fires into QuickBooks.
Paid-Status Update in CRM
Payment cleared in QB, deal status reflects it.
Sales Tax Handling
Taxable or exempt flags carry over. QBO automated tax respected.
Payment Terms on the Contact
Net 15, Net 30, COD, visible to whoever is closing the deal.
Workflows This Unlocks
Deal Won → QuickBooks Invoice Auto-Generated
Invoice Paid → Onboarding Sequence Starts
Invoice Past Due → Task Assigned to account owner.
Customer Edit in QB → CRM Record Updates automatically.
Monthly AR Report by CRM Segment — revenue per source, per industry, per owner.
QuickBooks Versions Supported
QuickBooks Online (US)
All plans. Real-time sync.
QuickBooks Online International
Canada, UK, Australia, with local tax rules.
QuickBooks Desktop
Nightly sync via export pipeline. Not real-time.
Juicy Goosey QuickBooks Integration vs Alternatives
| Tool | QBO Sync | Two-Way Customer | Auto-Invoice on Won | Payment Status Back | Flat Pricing |
|---|---|---|---|---|---|
| Juicy Goosey | Yes | Yes | Yes | Yes | Yes |
| HubSpot | Via paid add-on | Yes | Limited | Yes | Per seat |
| Method:CRM | Yes (native to QB) | Yes | Yes | Yes | Per user |
| Salesforce | Via AppExchange | Yes | Yes | Yes | Per user |
| Pipedrive | Via Zapier | One-way | Via Zapier | Via Zapier | Per user |
| Copper | Via Zapier | One-way | Via Zapier | Via Zapier | Per user |
Xero Users
Xero users, we see you. Our Xero integration works the same way as QuickBooks (OAuth, two-way, same object mapping). Different page: CRM with Xero Integration.
Who This Is For
Service businesses billing in QuickBooks
Agencies sending client invoices via QB
Trades and contractors managing AR
Bookkeepers and accountants running client rosters
SMB sales teams that hand off to bookkeeping after the deal closes
Frequently Asked Questions
Connect QuickBooks In 3 Minutes.
Free 14-day trial. One customer list across both tools. No more double entry.
Start 14-Day Free Trial