Everything you get with QuickBooks Online
4 powerful features, seamlessly integrated
Auto-sync on contract signed
Acme Corp
Enterprise Plan
$45,000
SignedINV-2024-001
Acme Corp
$45,000
SentInvoice Sync
Invoices created in Coeffection automatically sync to QuickBooks. Payment status flows back in real time.
Payment Tracking
Track payment status on invoices directly in the CRM. See outstanding balances and payment history per account.
Customer Sync
Account and contact records sync bidirectionally between Coeffection and QuickBooks to eliminate manual data entry.
Revenue Reporting
Financial data from QuickBooks enriches CRM reports with actual revenue figures, not just pipeline estimates.
Setup in minutes
Bring your own API key — connect and go
- 1
Go to quickbooks.intuit.com and create a QuickBooks Online account (free trial available).
- 2
Set up your company profile, chart of accounts, and tax settings in QuickBooks.
- 3
Return to Coeffection and click Connect to start the OAuth authorization flow.
- 4
Sign in to your Intuit account and grant Coeffection access to your QuickBooks data.
- 5
Once connected, configure sync settings to choose which data flows between the systems.
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