Overview
Product overview
The InterWeave Quickbooks integration for Creatio solution integrates the QuickBooks accounting system with Creatio by means of InterWeave SMART Solutions, a comprehensive SaaS Integration Platform, providing uni- or bi-directional integration of data.
Use Cases:
With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all QuickBooks objects (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with Creatio Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.).
Key features:
- Uni or bi-directional integration at object level
- Create and update QuickBooks Customers, Sales Orders, Invoices and Products from Creatio
- Create or update Accounts, Contacts, Opportunities and Products in Creatio based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks
- Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Creatio
- All QuickBooks history, like Invoices, payment history, etc. is available in Creatio
- Configurable options allowing you to change/select new integration configurations at object level
- Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error is detected.
Notes:
The integration is implemented by means of the InterWeave SmartSolutions platform and could be customized through Integration Manager Console — user friendly UI that lets you decide how often your applications should integrate.
Pricing
Terms and Conditions
Pricing FAQ
Support
Installation
Setup guide
InterWeave Solutions for Creatio are pre-configured enterprise-grade Solutions that integrate your Financial Application with the low-code Creatio CRM platform. While activation requires only the provisioning of a Creatio instance and the installation of the selected InterWeave Solutions Configuration package, implementation of this full-fledged Solution does require an implementation project.
Due to the advantages of Creatio's low-code platform and InterWeave Solutions Configuration, implementation (i.e., "go live" for users) of InterWeave Solutions can be as rapid as 6 to 8 weeks, even less, depending on the amounts of process design, data conversions, and system integrations that are desired.
Please do contact InterWeave for approaches and estimates for implementation that are specific to your own organization's circumstances.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
For the Small Business Edition; Bi-Directional. AR and AP. Per Solution, per Company. Billed annually:
Accounts Receivable
Accounts Payable
For the Enterprise Edition; Bi-Directional. AR and AP. Per Solution, per Company. Billed annually.
All the features from SMALL BUSINESS +
For the Ultimate Edition; Bi-Directional. AR and AP. Per Solution, per Company. Billed annually.
All the features from ENTERPRISE +
Price Notes:
InterWeave Support Notes:
* InterWeave QuickBooks Integration for Creatio integrates with all editions of Creatio. (Creatio costs are not included in the indicated pricing).
** Configuration, Training, and Smart+Support charges are not included and must be contracted for.
*** To optimize your success with InterWeave now and in the future, take advantage of our SMART+ Service offerings: SMART+ Support Plan and SMART+ Support + Success Plan. Please contact InterWeave in order to discuss the options and receive an estimate based on your own circumstances.
**** Whereas InterWeave QuickBooks Integration for Creatio is an enterprise-grade application, implementation and leverage of which will vary greatly from organization to organization. Please contact InterWeave for implementation estimates that are appropriate to your own team's needs and plans.