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QuickBooks Module for Perfex CRM

Synchronize invoices, payments, and expenses between Perfex CRM and QuickBooks under the same currency.

Overviewโ€‹

The QuickBooks module creates a seamless bridge between your Perfex CRM and QuickBooks accounting software. Rather than manually entering financial data in two systems, this module ensures that your invoices, payments, expenses, and tax records stay synchronized โ€” saving time and reducing the risk of data entry errors.

What Syncs Between Perfex CRM and QuickBooksโ€‹

Data TypeSync DirectionDescription
InvoicesPerfex CRM โ†’ QuickBooksInvoices created in Perfex are synchronized to QuickBooks
PaymentsPerfex CRM โ†” QuickBooksPayment records are kept in sync across both platforms
ExpensesPerfex CRM โ†” QuickBooksExpense entries are synchronized between both systems
TaxesPerfex CRM โ†” QuickBooksTax rates and tax records are maintained consistently
Currency Matching

Synchronization operates under the same currency. Ensure that your Perfex CRM and QuickBooks accounts are configured with matching currencies for accurate data transfer.

Requirementsโ€‹

Before installing the QuickBooks module, make sure you have:

  • An active Perfex CRM installation
  • A QuickBooks Online account (sandbox or production)
  • PHP 7.4 or higher on your server
  • The cURL PHP extension enabled
  • A valid license key or purchase verification for the module

Installation & Activationโ€‹

Follow these steps to install the QuickBooks module:

  1. Extract your download and locate upload.zip.
  2. In Perfex CRM, go to Setup โ†’ Modules.
  3. Upload upload.zip and press Install.
  4. Click Activate on the module.
tip

After activation, you will need to connect the module to your QuickBooks account by configuring your Intuit Developer credentials. Navigate to the module settings to begin the connection process.

After Installationโ€‹

Once the module is installed and activated, complete the following steps to begin synchronization:

  1. Navigate to the module settings in your Perfex CRM admin panel.
  2. Enter your QuickBooks API credentials (Client ID and Client Secret from the Intuit Developer portal).
  3. Authorize the connection โ€” you will be redirected to QuickBooks to grant access.
  4. Configure sync preferences โ€” choose which data types to synchronize and the sync direction.
  5. Run your first sync to verify everything is working correctly.
warning

Always test the synchronization with a few records first before running a full sync. This helps you verify that field mappings and currency settings are correct.

Supportโ€‹

If you encounter any issues during installation or synchronization, visit the Themesic Support Portal to open a support ticket.