Customers
Created in QuickBooks when a lead becomes a client.
Integrations · QuickBooks
QuickBooks synced with your CRM, so nobody types an invoice twice.
Site & Wire connects QuickBooks Online to your CRM so customers, invoices and payments flow into your books automatically, and your sales and project teams can see payment status without logging into accounting.
QuickBooks Integration
Typical sync
Invoices
Pushed from the CRM with line items and tax.
Payments
Marked paid when Stripe or manual payments arrive.
Questions
Common questions
- QuickBooks Desktop or Online?
- We integrate with QuickBooks Online, which has a modern API.
- Will our accountant be affected?
- We agree the mapping with you or your accountant before turning sync on.
Related
Connected services
Most projects combine more than one of these.
Integrations
Stripe, QuickBooks, Google Workspace/Drive, n8n, Supabase, booking and API integrations.
Learn moreStripe Integration
Payment links, deposits, subscriptions synced to your CRM.
Learn moreInternal Business Dashboards
Live owner dashboards from CRM, projects and payments.
Learn moreConnecting Your Business Tools
What to connect first, and native vs n8n vs custom APIs.
Learn moreRelated services
Next step
Tell us what you need built.
Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.