A CRM with built-in QuickBooks integration
Revenue Sol is a CRM with QuickBooks Online integration. Connect once and your invoices, payments, and customers sync automatically, with scheduled reconciliation keeping both systems in agreement — so you stop double-entering data between your CRM and your accounting. Plans start at $97/month with guided onboarding.
Verified trial available · Cancel anytime · Set up in minutes
Plays nicely with 1,000+ tools your team already uses
Shopify
AWS
InstagramBooks that keep themselves
Your CRM and accounting, always in sync
Stop exporting spreadsheets and re-keying invoices. Revenue Sol pushes the right data to QuickBooks automatically and keeps it reconciled.
Invoice sync
Invoices created in Revenue Sol appear in QuickBooks Online automatically.
Payment sync
Payments reconcile against the matching invoices, so your books reflect what you collected.
Customer sync
Customer records stay consistent across your CRM and your accounting.
Scheduled reconciliation
A background job keeps transactions reconciled, with manual sync available anytime.
Secure OAuth
Connect with Intuit's secure OAuth; credentials are stored encrypted and scoped to your business.
One connected system
Run sales, jobs, payments, and accounting sync from a single platform instead of stitching tools together.
How it works
Connect once, sync forever
Open QuickBooks integration
Go to Settings → Integrations → QuickBooks.
Connect via Intuit
Sign in to QuickBooks and authorize access to your company.
Sync runs automatically
Invoices, payments, and customers begin syncing.
Stay reconciled
Scheduled reconciliation keeps both systems aligned; sync manually anytime.
Why a connected CRM beats manual QuickBooks entry
Most service businesses run their sales and jobs in one place and their accounting in QuickBooks — and then waste hours every week copying invoices and payments between the two. Manual entry is slow, error-prone, and the source of most month-end headaches.
Revenue Sol removes that busywork. When you invoice a customer or collect a payment, it flows to QuickBooks automatically and reconciles against the right records. A scheduled job keeps everything aligned, and you can trigger a manual sync whenever you want changes pushed immediately.
Because the invoicing and payments originate in the same platform as your leads and jobs, the data that reaches QuickBooks is already clean and tied to the right customer. One connected system means accurate books, less admin, and no more reconciling two tools by hand.
FAQ
Frequently asked questions
Yes. Revenue Sol connects to QuickBooks Online via secure OAuth. Once connected, invoices, payments, and customers sync automatically, and a scheduled job keeps transactions reconciled — so your CRM and your accounting stay in agreement without manual data entry. Plans start at $97/month.
Invoices created in Revenue Sol flow to QuickBooks, payments reconcile against the right invoices, and customers stay consistent across both systems. You can also trigger a manual sync anytime.
Go to Settings → Integrations → QuickBooks and click Connect. You'll sign in to Intuit and authorize access to your company. Syncing then begins automatically. You can test with a QuickBooks sandbox company before pointing it at your live books.
No — the integration matches records so invoices and payments reconcile to the correct entries rather than duplicating them, and runs scheduled reconciliation to keep both systems aligned.
Revenue Sol starts at $97/month and includes the CRM, invoicing, payments, and AI features; QuickBooks sync is part of the platform. Every plan includes guided onboarding before secure checkout.
Stop double-entering into QuickBooks
Sync invoices, payments, and customers automatically — included with a paid plan.