Integration With QuickBooks
eWay-CRM can synchronize data with QuickBooks Online service. Thanks to the synchronization, you will have all your important data both in systems, 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
Only fields listed below are synchronized. There is no custom fields mapping available.
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 |