CommonThread’s QuickBooks integration enables businesses to synchronize their overarching business workflows and processes with the world’s leading accounting software, creating a streamlined bridge between relationship management and financial operations. Built for teams who need a comprehensive, unified view of both customer data and financial information, this integration eliminates the silos that complicate day-to-day business, allowing you to focus on what matters most—growing your business.
With CommonThread’s QuickBooks integration, you can access business financials alongside relationship details from a single actionable dashboard. Forget switching between platforms to view client history, outstanding invoices, or current balances; all relevant data is right at your fingertips, within CommonThread.
Generate invoices directly from your CRM records, auto-populate fields, and seamlessly push them to QuickBooks for finalization and tracking. This integration allows you to track payments, monitor overdue accounts, and maintain accurate financial records with minimal manual effort. Gain the transparency you need to manage accounts receivable efficiently and ensure smooth cash flow.
CommonThread aggregates data from both systems to create reports that blend financial and CRM insights, giving you a holistic view of your business. Analyze key metrics like sales revenue, customer lifetime value, and outstanding invoices with ease. Customizable dashboards enable you to filter and track the information that’s most relevant to your goals.
Updates made in CommonThread or QuickBooks are reflected across both platforms, ensuring your data is always current and reducing the risk of discrepancies. Sync contacts, invoices, payments, and more—without worrying about duplicate entries or inconsistent information.
If your team uses QuickBooks Payroll, CommonThread’s HR function allows you to manage employee data in one place. Automatically sync employee information from CommonThread to QuickBooks, eliminating the need to manually update data across two systems. This feature saves time, reduces administrative burden, and helps ensure accuracy in employee information across platforms.
Tailor the integration to fit your workflows. Whether your team needs to automate invoice creation, view financial summaries within customer records, or run specific reports, CommonThread’s flexible configuration options allow you to fine-tune how data is shared between the two systems.
