QuickBooks Integration

Simpler invoicing with Ambivo and QuickBooks

Experience easy invoicing and efficient sales processes with Ambivo's integration with QuickBooks.

Ambivo Sales invoices screen with Send to QuickBooks dialog for mapping customers and items

Select invoices in Ambivo and send them to QuickBooks with customer and item mapping in one step.

Less work, more closings, more vacations

Ambivo gives a small team one place to run sales, billing and the books. Fewer tools to keep in step, and less manual work each week.

Invoicing that reaches QuickBooks

Ambivo's QuickBooks integration keeps invoicing and sales in step. When you close a sales deal in Ambivo, a workflow can create the invoice in QuickBooks, from lead to cash.

  • Standardize workflow

    When an invoice is created in Ambivo, a workflow can create it in QuickBooks too.

  • Consistent data

    Import customers and items from QuickBooks to Ambivo effectively.

Efficient sales processes with Ambivo and QuickBooks

Ambivo's QuickBooks integration keeps invoicing and sales in step. When you close a sales deal in Ambivo, a workflow can create the invoice in QuickBooks, from lead to cash.

  • Standardize your lead-to-cash workflow

    When an invoice is created in Ambivo, a workflow can create it in QuickBooks too.

  • Consistent data management

    Import customers and items from QuickBooks to Ambivo to nurture leads and customers effectively.

  • Automate invoicing workflow

    Generate invoices in QuickBooks once a sale is finalized in Ambivo.

Simplified

Mapping customers and items

Ambivo and QuickBooks connect by mapping customers and items, so a sales order can become a QuickBooks invoice.

Mapping customers and items

In Ambivo, a Customer maps to a Company in QuickBooks, and an Item in Ambivo maps to a Product in QuickBooks. When a sales order is created in Ambivo, a workflow can create the matching invoice in QuickBooks.

Sales order creation and invoice generation

Sales orders created in Ambivo can flow through to a QuickBooks invoice, from lead to cash.

Connected modules

Works across the Ambivo platform

QuickBooks integration ties invoicing and sales data into the rest of your Ambivo workspace.

App BuilderCRMSales PlaybookPayments & InvoicesTelephonyInbound RoutingAppointments & BookingsMarketing AutomationMessaging

Want to learn more?

See how Ambivo's QuickBooks integration fits your invoicing and sales process. Generate invoices in QuickBooks when you close a deal in Ambivo, from lead to cash.

QuickBooks is a trademark of Intuit Inc.

Start for free today

Sign up for Ambivo's free plan and try the QuickBooks integration.