QuickBooks Integration module for Perfex CRM

About QuickBooks Integration module for Perfex CRM

The QuickBooks module for Perfex CRM puts your bookkeeping on autopilot. It automatically synchronizes your invoices, payments, and expenses from Perfex straight into QuickBooks, so you can forget about manual data entry and bookkeeping fees. Create a new QuickBooks account, connect it, and sync your Perfex data right away - every necessary part of the job is handled for you, taxes and totals intact.

Automatic invoice, payment, and expense sync

The module performs a one-way sync from Perfex to QuickBooks, keeping Perfex the single place your team works while QuickBooks stays the always-current ledger behind it. Invoices are pushed using Perfex’s own core hooks at the moment they are created, while expenses are synchronized on a schedule through the CRM cron job. The result is a continuously mirrored set of books without anyone touching the accounting side by hand.

It is built for companies based in the United States, Australia, the United Kingdom, Canada, South Africa, and India, and it takes care of real-world billing details such as partial payments, taxes, and more rather than only the simplest cases.

Once connected, the configuration screen confirms the connection and you are ready to start syncing.

Multiple taxes and custom fields support

The module supports applying multiple taxes to the same item and carries across your custom fields, so the entries that arrive in your accounts reflect exactly what you logged in the CRM. Expenses recorded in Perfex flow through to QuickBooks automatically once the cron job runs.

Partial payments handled correctly

When an invoice is raised or a payment is recorded against it, the transaction is mirrored in QuickBooks. Partial payments are tracked correctly, so a customer settling an invoice across several payments is reflected accurately in both systems instead of forcing a manual correction.

Quick setup, no coding

Installation and activation take only a few seconds, and absolutely no coding is needed - just follow the instructions and you are running in minutes. Documentation is included and walks you through the configuration with the necessary videocasts.

Prerequisites

• Perfex’s core cron job must be enabled and running for expenses to be synced.

Good to know

• Edits after sync are manual. If you change data on an already-generated invoice, you will need to apply those changes in your QuickBooks account manually. The same applies to payments and expenses.
• France is not supported. Because of the way French-based companies’ taxes interact with the Perfex core, French accounts are intentionally out of scope at this time.
• PHP 7.4 or higher is required, and the module is fully compatible with the latest version of Perfex CRM.