SyncMatters is a powerful data integration platform enabling automated data flows between QuickBooks Online/desktop and your sales and marketing systems. We take a white glove approach - our consultants will work with you to determine your data integration requirements and our team will configure your data flows, and monitor your data sync's to ensure smooth ongoing operation.
Looking to connect SyncMatters with your QuickBooks system, or disconnect QuickBooks from your integrations? Talk to your assigned consultant or contact us at hello@integratehq.com.
Connecting your QuickBooks financial management system with other sales and marketing systems can save you time and improve data quality.
Read about some of our common data flows below.
QuickBooks Customers to your CRM/MA
2-way customer/contact sync:
Keep your sales CRM and marketing databases up to date with high quality data from your account system.
Customize criteria used to select the records to be sent.
Customize field mappings.
Won CRM Deals into QuickBooks
Closed deals to invoices:
Automate the creation of QuickBooks invoices when CRM deals are marked as Won. CRM contacts details may be carried over to QuickBooks.
Customer revenue into CRM
Improve sales team performance:
Carry up to date financial information into your CRM.
Testimonials
What our customers are saying
“[SyncMatters] is a workhorse that just runs in the background. Not noticing it means that it is working and making me happy.”
Kristen Ritterbusch
- John Wood College
“[The] best integration experience I’ve had with incredible ongoing support”
“[SyncMatters] met every single one of our goals in integrating our HubSpot and NetSuite instances. They succeeded on each idea we threw their way. The team was very easy to work with and always provided a timely response by email between our weekly meetings. By far this is the best integration experience I’ve had with incredible ongoing support.“
Matt Byrne
- NuHarbor Security
“Everyone in our organization is so happy”
“I’ve been so impressed. This experience has been so smooth. Milestones were reached when they were supposed to be and communication throughout was clear. We absolutely got what we were looking for which is impressive since our original experience with another provider cost us over $100,000 and it didn’t even work. [SyncMatters] came in and a month and a half later we have accurate data between two systems, totally pulled it off. Everyone in our organization is so happy. [SyncMatters] is life savers!“
Daniel Akinmolayan
- SQFI
“... a business changing experience"
"[SyncMatters] has not been just a good experience, it“s been a business changing experience for us. It's allowed us to build something that is an industry-changing system."
Michael Park
- Geekly Media
“[The SyncMatters] Team offered expert advice and eliminated duplicates. It has drastically changed our interactions with guests. We now consistently maintain data integrity.”
