Integration With QuickBooks
eWay-CRM can synchronize data with QuickBooks Online service. Due to the synchronization, you will have all your important data both in eWay-CRM and in QuickBooks. If you can access only one application, you always find current data there.
Requirements
You will need:
- QuickBooks Online account
- eWay-CRM account
- QuickBooks Integration Subscription
- Setup integration by our team (choosing modules to be synchronized, merging duplicates, etc.)
Synchronization Interval
Synchronization from eWay-CRM to QuickBooks: This way items are synchronized immediately after being uploaded to the server.
Synchronization from QuickBooks to eWay-CRM: The default interval is 15 minutes, but this could be changed.
Synchronized Modules
eWay-CRM and QuickBooks work differently, but we are trying to make synchronization the best way possible. Now, with our feature, you can synchronize data from these modules in these ways:
| Module in eWay-CRM | Module (page) in QuickBooks | Way of Synchronization |
| Contacts | Customers* | Both ways |
| Companies | Customers* | Both ways |
| Bookkeeping Records (Sales Invoices) | Invoices | Both ways |
| Exchange Rates | Exchange Rates | From QuickBooks to eWay-CRM |
| Products | Products and Services | From QuickBooks to eWay-CRM |
* Because QuickBooks has only one module whereas eWay-CRM has Contacts and Companies, an item is saved into eWay-CRM Companies only in the case when in QuickBooks the fields Name and Surname are not filled
Synchronized Values
Contacts
| Field in eWay-CRM | Field in QuickBooks |
| Title | Title |
| First Name | First name |
| Middle Name | Middle name |
| Last Name | Last name |
| Suffix | Suffix |
| Email 1 | |
| Company | Parent customer |
| Business | Phone |
| Mobile | Mobile |
| Fax | Fax |
| Other (phone number) | Other (phone number) |
| Website | Website |
| Business Address (Street, City, State, ZIP, Country) | Billing address (Street, City, County, Postcode, Country) |
| Note | Notes |
Companies
| Field in eWay-CRM | Field in QuickBooks |
| Company Name | Company |
| Phone | Phone |
| Mobile | Mobile |
| Fax | Fax |
| Website | Website |
| Billing Address (Street, City, State, ZIP, Country) | Billing address (Street, City, County, Postcode, Country) |
| Physical Address (Street, City, State, ZIP, Country) | Shipping address (Street, City, County, Postcode, Country) |
| Note | Notes |
Invoices
When invoice i synchronized from QuickBooks there needs to be a Company or Contact already synchronized otherwise invoice is not imported to eWay-CRM. Invoices created in eWay-CRM will always be synchronized to QuickBooks, when Company is not yet imported to QuickBooks it will be automatically imported during the invoice synchronization.
| Field in eWay-CRM | Item in eWay-CRM Where the Value Is Filled | Field in QuickBooks |
| Subject | Bookkeeping Record | Name (title) |
| Type | Bookkeeping Record | Name (title) |
| Status | Bookkeeping Record | Status |
| Customer | Company | Customer |
| Company | Customer email | |
| Billing Address | Company | Billing address |
| Date Issued | Bookkeeping Record | Invoice date |
| Due Date | Bookkeeping Record | Due date |
| Price Incl. Sales Tax | Bookkeeping Record | Price (Total) |
| Currency | Bookkeeping Record | Currency |
| Product ID | Product in Bookkeeping Record | Product/Service |
| Note | Product in Bookkeeping Record | Description |
| Quantity | Product in Bookkeeping Record | Qty |
| List Price | Product in Bookkeeping Record | Rate |
| Note | Bookkeeping Record | Message on invoice |
| Sales Tax | Product in Bookkeeping Record | Tax |
| Sales Tax Rate | Product in Bookkeeping Record | Tax rate |
| Discount | Product in Bookkeeping Record | Discount percent |
| Paid | Bookkeeping Record | Amount received |
Products
| Field in eWay-CRM | Field in QuickBooks |
| Name | Name |
| Product ID | SKU |
| Note | Description on sales forms |
| List Price | Sales price |
| Purchase Price | Cost |