Close the loop from quote to cash
Keep QuickBooks and Leadify in lockstep so sales creates the deal, accounting sees the customer, and nobody types the same invoice twice.
How it works
Sales lives in the CRM; the numbers live in QuickBooks. Leadify bridges them so a closed deal becomes an invoice and an invoice's payment status flows back onto the record. No copy-paste, no reconciliation guesswork, no stale customer lists.
Customer and invoice sync
Contacts and invoices stay aligned across Leadify and QuickBooks.
- Create QuickBooks customers from CRM contacts
- Invoices and their status shown on the record
- Payments and balances update automatically
- Two-way sync avoids duplicate entry
Quote-to-cash flow
Turn a won opportunity into an invoice without leaving Leadify.
- Generate an invoice when a deal is marked won
- Map line items and amounts from the deal
- Track paid, partial, and overdue status
- Notify the owner when an invoice clears
Clean, reconciled data
One source of truth for who the customer is and what they owe.
- Match customers by name and email
- Flag mismatches before they create dupes
- Keep billing addresses consistent both ways
- Audit trail of every synced change
Where teams use it
Built for real revenue work.
Won deal to invoice
When a rep closes an opportunity, Leadify creates the QuickBooks invoice with the deal's line items already filled in.
Overdue follow-up
An invoice that goes past due surfaces on the CRM record and can trigger a reminder to the account owner.
Clean customer master
New CRM contacts become QuickBooks customers automatically, so accounting never chases sales for details.
“Deals used to get re-keyed into QuickBooks by hand, and half the time the address was wrong. Now it flows through and our AR team sees exactly what's outstanding.”
FAQ
Questions, answered.
Does this support QuickBooks Online, Desktop, or both?
The integration connects to QuickBooks Online via its API. Desktop syncing depends on your hosting setup; our team can advise during onboarding.
Will it create duplicate customers?
Leadify matches on name and email before creating anything, and flags likely matches for review. This keeps your customer master clean rather than bloated.
Can an invoice be created automatically when a deal closes?
Yes. You can configure Leadify to generate a QuickBooks invoice when an opportunity is marked won, mapping the deal's line items and totals over.
Is payment status visible in the CRM?
It is. Paid, partial, and overdue statuses along with outstanding balance appear on the contact record and update as payments post in QuickBooks.
Stop typing invoices twice
Connect QuickBooks to Leadify and let quote-to-cash run itself.