QuickBooks - Agile CRM Integration

Manage payments and invoices from contact pages in the CRM

QuickBooks widget for CRM

Start with FREE account today!

FREE for 10 Users. No credit card required.

Create Invoices

Easily create detailed invoices and send them to your contacts from the QuickBooks widget in Agile CRM. Automatically see invoices with itemized details on contact pages. It's that simple.

Create invoices

Receive Payments

Track and Receive Payments

QuickBooks integration in Agile CRM lets you manage payments directly in the CRM. Track customer payments and send reminders. Receive payments and benefit from automatically updated payment information on contact pages in the CRM.

See Invoice History

Keep tabs on all the past invoices of your customers with payment histories and itemized details pinned to contact pages in the CRM. Know your customers completely and scale the smart way.

Invoice History

Start with FREE account today!

FREE for 10 Users. No credit card required.

Setting up the QuickBooks Widget

1. Locate Widget

Add the widget from the '+ Manage Widgets' button on any contact page, or go to Preferences > Widgets and find the QuickBooks plugin in the Billing section.

Add Widget
Sign In

2. Link your QuickBooks account

Click on the 'Link Your Account' button in the new window and login to your QuickBooks account.

3. Authorize the plugin

Once you have logged in to your QuickBooks account, click on the 'Authorize' button to authorize the billing integration.


Check the QuickBooks CRM setup guide for more detailed instructions.

About QuickBooks

QuickBooks is an accouting software package developed and marketed by Intuit. With QuickBooks, you can easily create and manage invoices.


Related Links

Stripe Widget


Enhanced Stripe integration in Agile helps manage payment histories and subscription details of your customers & provides for an automated 2-way sync.
[Read more]

FreshBooks Widget


FreshBooks integration in Agile CRM lets you manage payments, billing, invoicing & other accounting details related to contacts, at ease.
[Read more]

Agile CRM Blog

Agile Blog

Like Agile CRM, QuickBooks has features that appeal to a wide range of companies, including SaaS companies and eCommerce businesses.
[Read more]

Start with FREE account today!

FREE for 10 Users. No credit card required.

  Talk to a Specialist

We are eager to help!

Schedule a chat with our friendly reps.

Sales Tech Support