Pulls paid invoices directly from QuickBooks Online. Useful when your field-service software doesn't have a direct integration but you invoice through QuickBooks.
What syncs
Paid invoice totals become your monthly Revenue, regardless of source CRM.
Customer phone numbers used for call attribution alongside CallRail.
Direct OAuth integration with QuickBooks Online (Intuit). Desktop QB not currently supported.
Setup
All credentials are encrypted at rest with AES-256 and never displayed in plain text after saving.
developer.intuit.com to generate a refresh token.qbo.intuit.com/app/homepage?realmId=XXXXXXXXX.Common workflows
If your CRM doesn't track revenue accurately, QuickBooks paid invoices are the source of truth.
Paid invoices + Google Ads spend = monthly P&L, even without a connected CRM.
Encrypted at rest. Setup walkthrough lives in the docs.