Accounting integration
ElevateAI + QuickBooks
Keep your books in step with your sales: send customers, invoices and payments from ElevateAI to QuickBooks so nothing gets retyped. The sale happens where you talk to the customer, and the record shows up where your bookkeeper works.
ElevateAI / Connected activity
Connected to QuickBooks
Sample data
Activity Live
- Customer createdDana Whitfield
- Invoice #1042 syncedSent to QuickBooks
- Payment matchedMarked paid in both
- Books up to dateNo month-end export
What you can do once it's connected
Sync customers and contacts
The people you sell to become customers in QuickBooks, with the details you already collected in the CRM.
Push invoices over
Invoices you create and send in ElevateAI carry across, so your books show what was billed and to whom.
Keep payments matched up
Payments recorded against an invoice flow through too, so paid is paid in both places.
Less month-end cleanup
Because the data moves as it happens, nobody spends the last week of the month reconciling a spreadsheet against a CRM.
How it works
Three steps from connected to working for you
- 1
Connect QuickBooks
Authorize your QuickBooks account from settings. One login, no export files.
- 2
Your customers, invoices and payments flow over
New records created in ElevateAI carry across to QuickBooks instead of being retyped.
- 3
Your books stay current
You and your accountant work from the same numbers, without waiting on a monthly hand-off.
Works with
Where QuickBooks fits with everything else
What syncs to QuickBooks?
Customers, invoices and payments. The people you sell to become customers, the invoices you send carry over, and the payments you collect are recorded against them.
Does this replace my accountant?
No. It keeps the data in sync so your accountant or bookkeeper isn't retyping what your CRM already knows. They still do the accounting.
What about other accounting tools?
QuickBooks is the native connection. Other accounting software can usually be connected through Zapier or our public REST API.
See the sales-to-books hand-off in action.
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QuickBooks is a trademark of its owner. ElevateAI is not affiliated with or endorsed by it.