Keep customer records connected
Mizu CRM can create or update QuickBooks customer records from CRM contacts, retain the provider mapping, and sync QuickBooks customers into CRM contacts.
QuickBooks Online + Mizu CRM
Keep QuickBooks for accounting. Use Mizu CRM for customer relationships.
Connect customer, invoice, and payment context to the teams managing contacts, pipeline, and follow-up. QuickBooks remains the accounting system while Mizu CRM gives revenue and service teams the customer view they need.
What the QuickBooks integration supports
Mizu CRM uses Intuit OAuth credentials and organization-scoped mappings to connect records between the two systems.
Bring invoice context into CRM
The integration can import QuickBooks invoices and associate them with mapped CRM contacts. It also includes a flow for creating a QuickBooks invoice from a CRM deal.
Record payment activity
QuickBooks payments can be imported into Mizu CRM so customer-facing teams can see payment context without moving accounting work out of QuickBooks.
Separate accounting from CRM work without separating the customer context
Finance teams can continue working in QuickBooks Online. Sales, support, and operations teams can use Mizu CRM for customer records and workflows informed by synchronized invoice and payment data.
Billing and subscriptions in Mizu CRMSee Mizu CRM integration capabilitiesFrequently asked questions
Does Mizu CRM replace QuickBooks?
No. QuickBooks Online remains the accounting system of record. Mizu CRM is for customer relationships, pipeline, and workflows, with optional sync of customer, invoice, and payment context.
What records can sync between Mizu CRM and QuickBooks?
The integration can map CRM contacts to QuickBooks customers, import invoices associated with mapped contacts, create a QuickBooks invoice from a CRM deal, and import payment activity into CRM.
Who should use this integration?
Teams that keep books in QuickBooks and run customer work in Mizu CRM, so finance stays in accounting software while sales and support see relevant invoice and payment context.