QuickBooks module for Perfex CRM - Synchronize Invoices, Payments and Expenses

QuickBooks module for Perfex CRM - Synchronize Invoices, Payments and Expenses

Quickbooks Integration module for Perfex CRM allows you to automatically synchronize your Invoices/Payments/Expenses with QuickBooks.

It uses one-way sync from Perfex to QuickBooks, for companies based in the US, Australia, United Kingdom, Canada, South Africa & India, taking care of partial payments, taxes and more.

Forget about bookkeeping fees. Our module will take care of every necessary part of it, for you, in auto-pilot! Just create a new QuickBooks account and sync Perfex’s data right away.
Please press the Video Preview button in order to perview a demonstration of a complete showcase, under a real Perfex installation environment.
Our last update introduces multiple taxes support for the same item and custom fields support. Invoice synchronization occurs using core’s hooks, during the time of creation and expenses syncronization occurs through cron.
- Due to the nature of French-based companies’ taxes that would cause issues to Perfex’s core, we decided not to support France account at this time.
- If you change data on an already generated invoice, you will need to manually apply changes in your QuickBooks account for this invoice. Same applies to Payments and Expenses.