Quickbooks Online connector for Creatio

by Be Tech
Not rated
Customers, Products, and Accounts integration. Flexible user settings.
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Overview

Product overview

Product description

The QuickBooks Online Connector for Creatio is an integration between QuickBooks Online, a popular accounting system, and Creatio platform. It enables efficient handling of financial processes within Creatio by synchronizing vital data between the two systems.

Use cases:

The connector will be useful for companies that seek to streamline their financial operations by seamlessly integrating their accounting processes with customer relationship management. It caters to businesses looking to enhance efficiency, accuracy, and collaboration across departments by integrating their QuickBooks Online accounting system with Creatio.

 

Overall, the QuickBooks Online connector for Creatio empowers businesses to optimize their financial processes, improve data accuracy, and enhance collaboration by integrating QuickBooks Online with Creatio seamlessly.

Notes:

Synchronization of other records/fields is possible through additional development. Please, contact us for further details info@btbpm.com 

Key Features

Two-Way Invoice Synchronization

Create and manage invoices in either QuickBooks or Creatio. Updates on payments or changes in QuickBooks automatically sync back to Creatio

Flexible Field Mapping

Tailor synchronization to your business needs by configuring custom field mappings between QuickBooks and Creatio

Exchange of product information

Newly created products in QuickBooks are easily synced to Creatio. When a product is marked inactive in Creatio, it is automatically deactivated in QuickBooks. All QuickBooks updates are reflected in Creatio to maintain data accuracy

Bidirectional Account synchronization

Adds two-way data exchange for Accounts, ensuring changes from either QuickBooks Online or Creatio are reflected in both systems. Provides unified account management across finance and CRM

Categories

Category
Finance
Connectors
Accounting

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.0.2 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Standard Cloud
$ 167.00 / month
billed annually
Description (Formatted)
Annual subscription
Standard On-site
$ 217.00 / month
billed annually
Description (Formatted)
Annual subscription
Link to external pricing

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
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Contacts

Installation

Setup guide

The initial configuration of the connector is performed by Be Tech. Further user instructions are provided below.

Resources

QuickBooks. Manual for Creatio

Product compatibility

CRM Creatio
Sales

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

8.0.2 and up

Versions

Versions history

Version
Compatibility
Release date
8.2.5
8.1.4 and up
November 18, 2025
Release summary
  • Added bidirectional synchronization for the Accounts section.
  • Enabled marking a Product as inactive on the Creatio side with bidirectional sync support.
  • Added an Amount Tax field on the Invoice page to display the tax amount retrieved from QuickBooks.
Download
8.1.4
8.0.2 and up
June 06, 2025
Release summary
Сompatibility update to Creatio Freedom UI.
Added a new process “Changing payment status in Invoice" 
Download
8.1.4
8.0.2 and up
June 06, 2025
Release summary

Сompatibility update to Creatio Freedom UI.
Added a new process “Changing payment status in Invoice" 

1.0
8.0.1 and up
November 14, 2023
Release summary

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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