Integrating QuickBooks with Nextiva CRM

⚠️ Nextiva CRM has been retired from the Nextiva product offerings and is currently not available to new users. 

Integrating QuickBooks with Nextiva CRM imports existing QuickBooks customer information to Nextiva CRM and provides one-way sync functionality from QuickBooks to Nextiva CRM. Any customer information added, updated, or deleted in QuickBooks will automatically be reflected in Nextiva CRM. 

TIP: Please allow up to 30 minutes for the sync to complete. Administrators can customize the integration by mapping the QuickBooks fields to the Nextiva CRM fields.

NOTE: This integration is only available for QuickBooks online edition (not the premise-based version).

To integrate QuickBooks with Nextiva CRM:

From the NextOS admin dashboard, select Data Import > QuickBooks

Sign in to QuickBooks. Review the mapping for each field to ensure the data is imported and presented correctly in Nextiva CRM. Click Save

TIP: Click + Additional Fields to add QuickBooks fields.


Need additional help? Click here.

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