Creatio to QuickBooks Integration by InterWeave
The SmartIntegration Platform for CRM
Professional Edition
Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup
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- + Configuration, Training and Support charges
Enterprise Edition
AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.
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- + Configuration, Training and Support charges
Ultimate Edition
Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.
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- + Configuration, Training and Support charges
Professional Edition
Professional Edition
Accounts Receivable
- Creatio Account/Contact to Customer/Sub-Customer/Project
- Creatio Person Accounts to Customer
- Creatio Opportunity/Order to Invoices
- Creatio Opportunity/Orders to Sales Receipts
- Creatio Opportunity/Orders to Estimates
- Creatio Opportunity/Order to Payments Received
- Payments to InterWeave iObject
- Credit Memos to InterWeave iObject
- Creatio Products to Items
- Connection and Error Management and Monitoring, Log Viewer
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Accounts PAYABLE
- Creatio Account/Contact to Vendors
- Creatio Opportunity/Orders to Purchase Orders
- InterWeave iObject to Bills
- InterWeave iObject to Vendor Credits
- InterWeave iObject to Deposits
- InterWeave iObject to Checks
- InterWeave iObject to Credit Card Charge
- Bill Payments to InterWeave iObject
- InterWeave iObject to Statement Charges
- Creatio Products to Items
- Connection and Error Management and Monitoring
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Enterprise Edition
Enterprise Edition
Enterprise Edition - Accounts Receivable/Accounts Payable
- All the features from Professional Edition
- Multi-currency, Compostable price books, Multiple company files
- Multi-Cloud Integration, Multiple Nodes integrated
- Multiple Financial Applications integrated
Ultimate Edition
Ultimate Edition
Ultimate Edition - Accounts Receivable/Accounts Payable plus Advanced Inventory
- All the features from Enterprise Edition
- InterWeave iObject to Account (COA)
- InterWeave iObject to Journal Entry
- InterWeave iObject to Time Tracking
- Combination of Buttons and Flows
- Additional Solutions available:
- Credit Card, ACH Payment Gateway
- Custom Payment Portal
- eCommerce Gateway, Inventory Management Integration
- Note: iObject is InterWeave generated for this Solution
Service Charges
Service Charges
InterWeave SmartTracks clarifications
$
3750
/
Service charges for all Editions
- Only Standard Objects in Creatio integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Service Charges:
- o Configuration – 6 hours
- o Training – 4 hours
- o Support - 6 hours
The SmartPortal
The SmartPortal
Configurable integration Solution with over 48 integrated Merchant Services Providers.
$
3600
Year
- + Configuration, Training and Support charges
Payment Processing
US & Canada
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
$
3600
Year
- + Configuration, Training and Support charges
International
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
$
3600
Year
- + Configuration, Training and Support charges
eCommerce
eCommerce
eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.
$
3600
Year
- + Configuration, Training and Support charges
Creatio to QuickBooks FAQs
1. What does the Creatio ↔ QuickBooks integration with InterWeave provide?
InterWeave SmartSolutions connects Creatio CRM with QuickBooks (Desktop or Online) to automate Quote-to-Cash, Order-to-Invoice, and Payment-to-Reconciliation processes. Data flows bi-directionally, keeping sales, finance, and operations in sync — eliminating manual entry and reducing errors.
2. Which QuickBooks versions are supported?
InterWeave supports:
- QuickBooks Desktop (Pro, Premier, Enterprise)
- QuickBooks Online (all editions)
- QuickBooks Advanced Inventory (for businesses with complex inventory needs)
Support for both single-tenant and multi-tenant hosted QuickBooks environments (Right Networks, Trapp Technology, etc.) is also available.
3. What data objects are typically integrated?
Standard mappings include:
- Accounts in Creatio ↔ Customers in QuickBooks
- Contacts ↔ QuickBooks Customer Contacts
- Opportunities in Creatio ↔ Estimates/Quotes in QuickBooks
- Orders ↔ Sales Orders or Invoices
- Products / Price Lists ↔ Items / Services
- Payments, Credits, and Refunds
- Vendors ↔ Bills / Payables (if AP integration is enabled)
4. How does InterWeave handle the Quote-to-Cash process?
- When an Opportunity is marked Closed Won in Creatio, InterWeave creates a Quote, Sales Order, or Invoice in QuickBooks.
- Products, line items, discounts, and taxes flow through automatically.
- Payment updates in QuickBooks flow back to Creatio, updating invoice and opportunity payment status.
- This ensures sales teams always see the true financial status of their accounts.
5. Can the integration be customized for our business rules?
Yes. InterWeave is 100% configurable:
- Map custom fields and objects in Creatio to QuickBooks.
- Apply conditional rules (e.g., certain Opportunity Types create Sales Orders, others Invoices).
- Configure tax handling, multi-currency, and payment terms.
- Automate recurring billing, installment payments, or subscription cycles.
6. How does synchronization work (real-time or batch)?
- Real-time: Immediate updates when records change (e.g., Closed Won → Invoice).
- Scheduled batch: For large transaction loads (e.g., nightly invoice sync).
- Event-driven triggers: Syncs based on business milestones.
Many customers use a hybrid — real-time for sales-critical data, batch for high-volume back-office processes.
7. How are conflicts or duplicates handled?
- InterWeave applies master system rules (Creatio for sales/customer data, QuickBooks for financials).
- Duplicate prevention logic checks for matching Customers, Invoices, or Items before creating records.
- Conflicts are flagged in the InterWeave Dashboard for resolution.
8. Can InterWeave integrate QuickBooks with multi-entity or hosted environments?
Yes. InterWeave supports:
- Multi-entity QuickBooks setups (separate company files, consolidated reporting).
- Hosted QuickBooks environments (Right Networks, Trapp Technology, etc.), with secure, managed connections.
9. How secure is the integration?
- TLS/SSL encryption for all data in motion.
- Role-based access controls and detailed logging.
- PCI-DSS alignment when paired with InterWeave Payment Gateway.
- Sensitive data like payment details are never stored in Creatio or QuickBooks.
10. How does InterWeave handle errors and monitoring?
- Transaction-level logging of all sync events.
- Error queues with retries for failed records.
- Dashboard visibility into throughput, latency, and failure reasons.
- Proactive alerts to admins for sync errors.
11. Does InterWeave also integrate payments?
Yes. With the InterWeave Smart Payment Gateway, you can:
- Process payments from Creatio directly (credit card, ACH, eCheck).
- Post payment results into QuickBooks (settled, partial, failed).
- Sync payment status back to Creatio for sales visibility.
This closes the loop on order-to-cash workflows.
12. How long does a Creatio ↔ QuickBooks implementation take?
- Standard templates: 2–4 weeks.
- Customized projects: 6–10 weeks (multi-entity, inventory, heavy custom fields).
InterWeave’s pre-built templates accelerate delivery compared to custom API projects.
13. What is the pricing model?
- Subscription-based (Annual) by edition: Professional, Enterprise, Ultimate.
- Professional Services for setup, customization, testing, and training.
- Add-ons (Payment Gateway, multi-company, inventory) available at additional cost.
14. Will future upgrades in Creatio or QuickBooks break the integration?
No. InterWeave maintains API-compliant adapters for both Creatio and QuickBooks. Upgrades are tested and supported, ensuring your integration remains operational.
15. What ROI benefits do customers see?
- Elimination of double entry between sales and finance.
- Faster quote-to-cash cycles.
- Improved invoice accuracy and fewer disputes.
- Real-time visibility into customer payment status.
- Reduced bookkeeping and reconciliation effort.
Videos
Creatio to Quickbooks Integration.
The InterWeave Payment Gateway for Creatio
The InterWeave eCommerce & Creatio Integration
Mastering Payment Integration with Creatio & your Payments Provider
Creatio & MS Business Central Integration with InterWeave SmartSolutions
