Sync QuickBooks.Close Books Faster.
CrmLeaf bridges the gap between the invoice you raise and the books you close. Automate your accounting sync without leaving CrmLeaf.
Real-time Invoice Sync
Invoices auto-logged to QuickBooks
Tax Mapping
GST & VAT matched
Multi-Entity
3 entities synced
Down from 2 days per month, across 3 entities
Stop Losing Reconciliation Hours.
Invoices happen in CrmLeaf, but your books live in QuickBooks. When they don't talk, you lose hours - and sometimes you lose the audit trail entirely. We fix the disconnect.
Manual re-entry
Your finance team spends 4 hours a week re-entering invoices into QuickBooks.
Tax code mismatches
GST and VAT rates drift out of sync between CrmLeaf and QuickBooks.
No audit trail
No one can trace a QuickBooks entry back to the CrmLeaf record it came from.
"Does this GST rate in QuickBooks actually match what we billed in CrmLeaf?"
Everything Automated.
Built for multi-entity, multi-product finance teams.
Real-time Invoice Sync
Automatically sync invoices, payments and credit notes to QuickBooks. Never re-enter a transaction again.
Multi-Entity Mapping
Route every entity to the right accounting system automatically.
Reconciliation Dashboard
Get real-time sync status and reconciliation health directly in CrmLeaf.
Tax Code Mapping
Map every GST and VAT rate once - verified against your QuickBooks tax table.
18 tax codes mapped across 3 entities. Zero mismatches detected on last sync.
Simple. Fast.
Get connected in less than 15 minutes.
Authorize
Connect QuickBooks securely using OAuth 2.0.
Map
Match your chart of accounts and tax codes once.
Reconcile
Watch invoices turn into books, automatically.
One Platform. Infinite Scale.
CrmLeaf isn't just a plugin; it's a full operations infrastructure. Our QuickBooks integration is built for teams that demand real-time reconciliation and automated data integrity - across every product.
Trace any entry back to source, instantly
Every synced record carries its CrmLeaf reference number, so an auditor can trace a QuickBooks entry back to the original invoice in one click - no matter which product created it.
Built for multi-entity, multi-jurisdiction books
India GST, UAE VAT, Saudi VAT, and Bahrain VAT mapping supported natively. Run QuickBooks and Tally side by side, entity by entity.
Common Questions.
Everything you need to know about the CrmLeaf QuickBooks connector.
CrmLeaf uses QuickBooks Online's official API to securely sync invoices, payments, and credit notes. Chart-of-accounts and tax mapping ensure every transaction lands in the correct ledger account with the correct tax rate.
Yes. The sync operates on CrmLeaf's Sales module regardless of which product generates the invoice - a Solar CRM milestone invoice, a Construction Management progress bill, and a Customer Service Management retainer all sync the same way.
Yes. Under Multi Organisation, each entity connects to its own accounting system independently - commonly Tally for India-registered entities and QuickBooks for others.
Yes. The integration is built on QuickBooks' official OAuth 2.0 authorization flow and inherits CrmLeaf's existing SOC2 and GDPR-aligned data handling practices.
It's flagged the same day in the sync log with the specific reason - usually an unmapped tax code or a closed accounting period - and retried automatically once resolved.
Stop reconciling two systems by hand.
Connect QuickBooks in 15 minutes - free onboarding included on every plan.