ProFlow360 + QuickBooks Online integration
Keep your CRM and your books in lockstep — customers, invoices, and payments sync both ways with no spreadsheets in between.
ProFlow360 syncs bidirectionally with QuickBooks Online. Customers, invoices, and payments flow both ways. Setup takes about 10 minutes from the integrations panel — no developer required.
If you also want to see how invoicing fits into the broader CRM, read our overview of CRM with built-in invoicing.
How ProFlow360 syncs with QuickBooks
Five steps from the integrations panel to a fully reconciled test invoice.
Connect from Settings → Integrations
Open the integrations panel inside ProFlow360 and click Connect on the QuickBooks Online card.
Authorize in Intuit's OAuth flow
Sign in to your QuickBooks Online account and approve the requested scopes through Intuit's standard OAuth screen.
Map customer and tax fields
Match ProFlow360 customer fields to QuickBooks fields and pick the default tax codes that should apply to synced invoices.
Pick sync direction
Choose one-way (ProFlow360 to QuickBooks) or two-way sync per data type — customers, invoices, payments, and expenses can each be configured separately.
Verify with a test invoice
Send a sample invoice from ProFlow360 and confirm it appears in QuickBooks with the correct customer, line items, and tax totals.
What data syncs
Each data type can be set to one-way or two-way sync independently in Settings → Integrations.
| Data type | Sync direction | Details |
|---|---|---|
| Customers | Bidirectional | Names, contact info, billing addresses, and QuickBooks customer IDs stay in sync in both directions. |
| Invoices | Bidirectional | Line items, tax totals, due dates, and statuses sync between ProFlow360 and QuickBooks Online. |
| Payments | Bidirectional | Payments recorded in either system reconcile against the matching invoice on the other side. |
| Expenses | One-way (ProFlow360 → QuickBooks) | Job-level expenses entered in ProFlow360 push into QuickBooks. Expenses entered directly in QuickBooks are not pulled back. |
Setup in 10 minutes
Before you start, make sure you have the following in place. Most teams complete connection in about 10 minutes.
- Active QuickBooks Online subscription (Simple Start, Essentials, Plus, or Advanced).
- Admin or Company Administrator access in QuickBooks Online.
- Owner or Admin role on your ProFlow360 organization.
- A default tax code configured in QuickBooks for synced invoices.
Want a deeper walkthrough of every connector? See the ProFlow360 integrations catalog.
Use cases for service businesses
How field service teams use the ProFlow360 + QuickBooks workflow day to day.
Frequently asked questions
Answers to the most common questions about the ProFlow360 + QuickBooks integration.
Pricing details for every plan are on the ProFlow360 pricing page.
- How long does setup take?
- Most teams complete connection in 10 minutes.
- Does this work with QuickBooks Desktop?
- Currently QuickBooks Online only. Desktop is on the roadmap.
- What happens to existing customers in QuickBooks?
- On first sync, ProFlow360 imports them with their QB IDs preserved. Conflicts are surfaced for manual review.
- Can I disable a specific sync direction?
- Yes — pick from one-way or two-way per data type in Settings → Integrations → QuickBooks.
- Is there an additional fee?
- No. Available on all plans.
Connect QuickBooks today
Start a free trial of ProFlow360 and wire up your QuickBooks Online account in about 10 minutes.