InterWeave QuickBooks Integration

by InterWeave SmartSolutions
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InterWeave delivers intelligent, configurable integrations that adapt to your workflows, ensuring accurate real-time data synchronization across systems. Three editions provide scalable automation capabilities to support evolving business needs.
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Overview

Product overview

Product description
Each Edition provides a powerful set of advanced configuration options and features, enabling organizations to choose the package that best matches their operational requirements and budget. Real-time data synchronization, customizable workflows, multi-directional integration support, and prebuilt logic are only the beginning of what SmartTracks delivers. Each Edition scales with your business, offering increasing depth, flexibility, and automation as you move up.
With InterWeave SmartTracks, you can configure a fully customized integration experience that connects all key QuickBooks objects—Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, and more—with both standard and custom Creatio objects such as Accounts, Contacts, Opportunities, Orders, Invoices, Products, and Cases. This enables a unified data environment where CRM and financial systems operate seamlessly together, eliminating manual entry and ensuring consistent, accurate information across the organization.
The integration is powered by the InterWeave SmartSolutions Platform and is managed through the Integration Manager Console—a user-friendly interface that allows administrators to control how, when, and what data synchronizes. You can define schedules, trigger real-time updates, adjust mappings, modify sync directions, and manage workflows without writing a single line of code. The result is a flexible, scalable, and fully configurable integration framework designed to grow with your business.

Key Features

Creatio to QuickBooks Integration

InterWeave Creatio ⇄ QuickBooks Integration automates the Quote→Invoice→Payment→Accounting cycle with real-time bi-directional sync. It removes double entry, improves accuracy, and gives full financial visibility in Creatio without using QuickBooks. Supports Desktop, Online, and multi-company setups with no-code configuration, audit logs, scheduling, and centralized management—providing a single, reliable source of customer and financial truth.

Challenges without Integration

Without integration, Creatio and QuickBooks operate in silos—causing duplicate data entry, inconsistent customer and financial records, and frequent errors. Sales lacks real-time invoice and payment visibility, while Finance must handle constant status requests. Reporting becomes manual and slow, workflows break across systems, and teams waste time reconciling discrepancies instead of serving customers or driving revenue.

Why Integration CRM& Accounting

Integrating CRM and accounting creates a single source of truth for customer and financial data. Sales gains real-time visibility into invoices, payments, and balances, while Finance eliminates manual entry and errors. Workflows automate across systems, improving accuracy, speeding revenue cycles, and enabling better forecasting. The result is faster decisions, improved customer service, and more efficient operations.

Functional Highlights

Enable real-time or scheduled synchronization between Creatio and QuickBooks Desktop or Online. Support multi-entity and multi-file environments with centralized error monitoring, alerts, and dashboards. Includes advanced inventory synchronization and flexible payment gateway support for accurate, scalable financial operations.

InterWeave Solutions Overview

InterWeave delivers configurable, no-code integrations that connect Creatio with accounting, ERP, financial, and payment systems. It automates data flows, synchronizes records in real time, and supports complex workflows across AR, AP, GL, orders, and payments. With audit logs, mapping tools, scheduling, and multi-entity support, InterWeave provides a scalable, secure platform that unifies operations and creates a single source of truth across the business.

Architecture / Workflow Diagram

The InterWeave workflow connects Creatio and the accounting system through secure APIs, moving data bi-directionally between objects like Accounts, Products, Invoices, Payments, and GL records. A centralized Integration Engine manages mapping, validation, scheduling, and error handling. Data flows in real time or batches, with audit logs and controls ensuring accuracy. The result is a unified, automated ecosystem across CRM and Finance.

Implementation Approach & Timeline

Implementation begins with discovery and data mapping, followed by configuration of Creatio and the accounting system using InterWeave’s no-code tools. Testing validates workflows, sync rules, and edge cases. User training and adjustments follow, leading to go-live with monitored cutover. Typical timelines range from 2–6 weeks depending on scope, objects, and complexity.

Categories

Category
Finance
Connectors
Accounting

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Integration via Creatio API

Price

Price
Paid

Compatible with Creatio

Version
8.3.1

Release information

Launched:
Updated:

Pricing

Monthly
Annual
1. Professional
$ 183.25 / month
billed annually
Description (Formatted)
AR & AP sync for customers, vendors, products, orders, invoices, payments, credits, POs, bills, checks, and charges, with built-in connection monitoring, error management, and automatic email alerts.
2. Enterprise
$ 249.95 / month
billed annually
Description (Formatted)
Includes all the Professional features plus multi-currency, multiple price books, multiple company files, multi-cloud integration, multiple nodes, and financial applications.
3. Ultimate
$ 274.92 / month
billed annually
Description (Formatted)
Includes all Enterprise features plus COA, journal entry, and time tracking sync, product-to-item mapping, extended custom mapping support, and advanced automation using combined buttons and flows.
  • The InterWeave Creatio to QuickBooks Solution is offered as a subscription-based integration compatible with supported QuickBooks Desktop and QuickBooks Online environments. Pricing includes access to the InterWeave SmartSolutions platform, preconfigured QuickBooks connectors, configurable data mappings, workflow automation, monitoring, and ongoing platform maintenance.
  • An active Creatio license and a supported QuickBooks license are required to use this integration. Implementation, configuration, data migration, and any custom workflow or financial logic services are not included in the subscription price and are scoped separately based on integration complexity, data volumes, and business requirements.
  • Creatio licensing fees are not included in the listed pricing. QuickBooks licensing, hosting, and any third-party service costs are billed directly by the respective providers.
  • Configuration, training, and initial support services are not included with the license subscription. For more information, please refer to Salesforce to QuickBooks Desktop SmartTracks - The SmartIntegration Platform

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

The InterWeave Creatio to QuickBooks Solution is an enterprise-grade integration designed to support a wide range of financial workflows, including AR/AP automation, invoicing, payments, and multi-entity accounting. Because implementation scope varies significantly by QuickBooks edition, company structure, and financial processes, implementation estimates are provided on a case-by-case basis. Please contact InterWeave to discuss implementation approaches, timelines, and pricing tailored to your organization’s specific needs. Additional Support and Training options are available. For more information, go to - Creatio to QuickBooks Desktop SmartTracks - The SmartIntegration Platform

Contacts

Installation

Setup guide

Installation & Setup

To ensure a smooth onboarding experience, InterWeave provides a clear, user-friendly setup process for configuring your integration after installation. Follow the steps below to get started:

1. Begin with the Quick Start Guide

After installation, open the Quick Start Setup Guide, which walks you through the initial configuration in a simple, easy-to-follow format. This overview helps you understand required settings before diving into detailed steps.

2. Follow the Step-by-Step Configuration Process

The setup is broken into sequential steps inside the InterWeave Customer Portal and Integration Manager Console. Each step includes direct links to full documentation for deeper learning.
Typical steps include:

  • Connecting Creatio and QuickBooks

  • Selecting integration objects

  • Mapping fields

  • Defining sync direction and schedules

  • Running your first test sync

3. Clearly Labeled Setup Stages

Each stage of setup is clearly labeled—Connection Setup, Object Selection, Field Mapping, Workflow Configuration, and Activation—making the process intuitive even for first-time users.

4. Visual Setup Assistance

Screenshots, short video clips, and annotated UI highlights are included to guide users through each screen of the Integration Manager Console. These visuals make the setup easier to understand and reduce onboarding time.

5. Tested, Validated, and Supported

The full installation process is thoroughly tested to ensure smooth operation across all supported environments (Desktop, Online, Multi-Company). Troubleshooting tips and FAQs are included to address common setup questions, along with suggested resolutions.

Please do contact InterWeave for approaches and estimates for implementation that are specific to your own organization's circumstances.  

Resources

InterWeave QuickBooks Integration Customer Onboarding

Product compatibility

CRM Creatio
Sales
Financial Services

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.3.1

Versions

Versions history

Version
Compatibility
Release date
1.2
January 21, 2026
Release summary

Here’s a summary of what’s new or notable in the Creatio to QuickBooks Solution (especially in recent editions like Enterprise and Ultimate) and the integration in general:

 

Key enhancements and new capabilities:

  • Bi-directional AR/AP synchronization between Creatio and QuickBooks, enabling automated transfer of sales and financial transactions (invoices, payments, bills, etc.). 

  • Expanded financial object support in higher editions: CRM Objects to Accounts, Journal Entries, and Time Tracking are included in the Ultimate Edition.

  • Extended mapping and custom field support, allowing more flexible and tailored integration of Creatio and QuickBooks data models.

  • New payment and commerce features such as custom payment portals, payment gateways, and eCommerce/inventory integration in the Ultimate Edition.

  • Configurable, scalable integration platform that supports uni- or bi-directional workflows, conflict detection and resolution (duplicate checks), and secure API connections.

  • Enterprise-level support for multi-entity and hosted QuickBooks environments with secure connectivity and role-based access controls.

  • Master system rule logic to determine authoritative data sources (e.g., CRM for customer records, QuickBooks for financials) and prevent duplicates.

These new and enhanced features reflect an enhanced approach to data synchronization for a comprehensive automation of financial processes and deeper integration between sales/CRM and accounting workflows.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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