Accounting (QuickBooks & Xero)
Sync invoices and customers between your CRM and accounting software.
Steps
- Go to Settings > Integrations and connect QuickBooks or Xero.
- Authorize the OAuth connection.
- Invoices created in CRMown sync to your accounting tool and vice versa.
Good to know
- Bidirectional sync keeps both systems up to date.
- Customer records are matched by email.
Example: A bookkeeper at a 30-person agency connects QuickBooks. CRMown invoices auto-sync to QBO (no double entry); QBO's payment status flows back so AR aging in CRM is always current. The accountant logs into QBO for tax prep without ever needing CRMown access.