QuickBooks Integration
Two-Way: CiraSync Hub
One-Way: CiraSync Cloud, CiraSync On-Prem
Connect QuickBooks to keep customer and vendor contacts in sync across Microsoft 365—and on every employee smartphone—without manual updates.
What this integration does:
- Two‑way sync of QuickBooks contacts with the Microsoft 365 GAL, User Mailbox, Google, iCloud or another CRM (via CiraHub)
- Automatic distribution of updated contacts to Outlook and iOS/Android (via CiraSync)
How it works:
- Connect: Sign into QuickBooks and Microsoft 365 in CiraHub to enable two‑way sync
- Map: Choose fields and direction (QuickBooks ↔ GAL/another endpoint), then set filters and rules
- Sync to phones: CiraSync pushes the latest contacts to users’ native Contacts apps—no apps to install
Note: QuickBooks connects through CiraSync Hub; CiraSync Cloud handles secure, automated delivery to smartphones.
Who benefits:
- Accounting & AP/AR: accurate vendor/customer info everywhere
- Sales & Field Teams: instant caller ID and fewer missed connections
- IT: centralized control, audit trails, zero end‑user effort
Outcomes:
- Reduce data drift between finance and Microsoft 365
- Save hours weekly by eliminating CSV exports and duplicate entry
- Improve response times with always‑current numbers on mobile
Requirements:
- CiraHub subscription
- QuickBooks subscription
- Microsoft 365 admin consent
