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Accounting and finance ⇄ CRM

QuickBooks to Salesmate integration — real-time, two-way sync

Keep QuickBooks and Salesmate in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect QuickBooks and Salesmate

Sync customers, invoices, and payment status between QuickBooks and Salesmate in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Salesmate knows the relationship: who the contacts are and what is in motion with the account. QuickBooks knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Journal entries, Estimates, Purchase orders, Credit memos in QuickBooks to Companies, Deals, Activities, Pipelines and Stages in Salesmate with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Create QuickBooks invoices automatically from closed-won deals or e-commerce orders.
  • Keep customer records consistent between QuickBooks and support or subscription-management tools.
  • Hand off won deals to invoicing or accounting tools automatically.
  • Sync Salesmate contacts and deals into a Postgres database or warehouse so SMB teams can report outside the CRM.

Where Salesmate tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in QuickBooks with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from QuickBooks appears on the account in Salesmate, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Salesmate, QuickBooks gets the update before the next invoice goes out.

What you can sync between QuickBooks and Salesmate

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

QuickBooks objects Salesmate objects
Items Products and services referenced on invoice and bill lines Companies Organization records linked to contacts and deals.
Accounts The chart of accounts, mirrored so external postings map to the right ledger lines Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Journal entries Manual postings exported for consolidated financial reporting Activities Calls, emails, and tasks logged against records and exported for analytics.
Estimates Quotes that convert to invoices, synced with CRM quoting flows Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Purchase orders Procurement documents synced with inventory and ordering systems Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Credit memos Adjustments to receivables, needed for accurate revenue syncs Notes Free-text records synced for context in support or success tools.
What ships with QuickBooks ⇄ Salesmate

Connect QuickBooks and Salesmate for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every QuickBooks–Salesmate connection.

Real-time

Two-way sync

Changes in QuickBooks or Salesmate instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever QuickBooks or Salesmate data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single QuickBooks or Salesmate record.

Observability

Monitoring

Track your QuickBooks ⇄ Salesmate sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between QuickBooks and Salesmate.

How the QuickBooks and Salesmate connectors work

QuickBooks

Integration surface
REST API (QuickBooks Online)
Authentication
OAuth 2.0
Change detection
webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas
Capabilities
read · write · CDC · webhooks
Rate limits
subject to per-realm API request limits

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

How to connect QuickBooks to Salesmate — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate QuickBooks and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    QuickBooks connected
    Salesmate connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the QuickBooks and Salesmate objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · QuickBooks ⇄ Salesmate
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    QuickBooks Salesmate
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

QuickBooks and Salesmate integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for QuickBooks and Salesmate.

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