Integrate Your Sales and Financial Systems

Bridge the gap between sales and accounting with real-time, two-way sync.

Unified Customer Data

Keep your customer records up to date across platforms. Accounts created or updated in either 1CRM or QuickBooks Online are automatically reflected in both systems—no duplicate data entry, no missed updates.

Accurate Product Catalog Sync

Ensure consistent product and service information by syncing your product catalog bidirectionally. Whether items are created in 1CRM or QuickBooks Online, your teams will always be working with the same product data.

Effortless Invoice Management

Streamline your billing process with automatic invoice sync. Sales and finance teams can collaborate more efficiently as invoices move fluidly between 1CRM and QuickBooks, reducing manual effort and errors.

Real-Time Payment Tracking

Stay on top of cash flow with synchronized payment data. Payments made in QuickBooks or recorded in 1CRM are instantly updated in both platforms—keeping your receivables aligned.

Secure & Modern Integration

Built using QuickBooks Online’s secure oAuth 2.0 and REST API, this integration ensures your data is protected and compliant with best practices. Plus, enjoy the flexibility of sandbox testing before going live.

Sandbox Support for Safer Testing

Experiment and test configurations safely with full support for QuickBooks’ sandbox environment—perfect for developers and teams looking to customize or trial the sync process.

Fast Onboarding with Initial Syncs

Jumpstart your integration with initial imports of accounts, products, invoices, and payments from QuickBooks to 1CRM. Get up and running without having to manually migrate data.

To configure your 1CRM + QuickBooks Online integration you will need the following:

• 1CRM Professional or Enterprise Subscription
• QuickBooks Online Subscription
  • A Developers Intuit account is also required

To connect your QuickBooks Online instance to 1CRM you must first get your API credentials from QuickBooks, to do this:

1. Sign in to your developer account.
2. Select My Hub > App dashboard from the upper-right corner of the toolbar.
3. Select and open an app.
4. Select Keys and credentials from the left navigation pane.
5. If you’re connecting a sandbox company, choose Development and turn on the Show credentials switch.
6. If you’re setting up a production app, choose Production and turn on the Show credentials switch.
7. Copy the Client ID and Client secret.

Once this is done, you will want to paste the Client ID and Client Secret into the corresponding fields within the Accounting Software Integration section of Company Settings (Administration).

Then, you will see a series of checkboxes where you may now configure your integration, these sections can be defined as so:

• Sync [module] from 1CRM to QuickBooks – These checkboxes signify the push of data from 1CRM to QuickBooks, check this box if you would like your new records for each module to sync to QuickBooks when they are created in 1CRM.
• Sync [module] from Quickbooks to 1CRM – These checkboxes signify the push of data from QuickBooks to 1CRM, check this box if you would like your new records for each module sync to 1CRM when they are created in QuickBooks.
• Initial Sync of [module] from QuickBooks – These checkboxes are useful when you have a fresh 1CRM instance and wish to populate data from your QuickBooks account. Be careful when using this feature when you have live data in your 1CRM instance as you may create many duplicates.

Want something more custom?

Read more about 1CRM for accounting.

1CRM simplifies this process with an integration to Quickbooks Online, via the service at zapier.com. You can read more about the 1CRM integration with Zapier here. And read how to configure your 1CRM sync with QuickBooks Online here. The key features of the integration include: