The SmartIntegration Platform for
Financial Application Integration Real-time benefits for you
The InterWeave QuickBooks Solution integrates the various Editions of the QuickBooks Desktop Editions by means of InterWeave SMART Solutions, a comprehensive SaaS Integration Platform, providing uni or bi-directional integration of data with your CRM. As QuickBooks has developed various Accounting Systems over the years, we have focused on keeping pace with them.
QuickBooks Desktop Enterprise
More likely to be recommended than any other comparable Accounting Software.
- Uncover business insights with over 230 customizable and industry-specific reports
- Track inventory bin locations and assembled product costs
- Control, customize, and automate pricing and discount ruless
- Manage inventory across locations, down to the bin, scan barcodes, and set up FIFO inventory costing
Automate inventory & order management
More likely to be recommended than any other comparable Accounting Software.
- Uncover business insights with over 230 customizable and industry-specific reports
- Track inventory bin locations and assembled product costs
- Control, customize, and automate pricing and discount ruless
- Manage inventory across locations, down to the bin, scan barcodes, and set up FIFO inventory costing
QuickBooks Advanced Inventory - reflected in your CRM
QuickBooks Desktop Enterprise features the most powerful and comprehensive inventory management tools in the QuickBooks family. The Advanced Inventory tool in QuickBooks Enterprise enables you to manage end-to-end sales order fulfillment from one central dashboard, makes it easy to track items to specific bins within a warehouse, accurately tracks quantity and value of inventory in multiple locations, makes it easier to assemble items and track their Bill of Materials cost, including labor and overhead costs, and much more. It’s our most robust solution for inventory management with advanced functionality that scales to your business. Inventory levels are reflected automatically in your CRM so Sales can communicate accurately to their customers.
Which QuickBooks Edition is right for your business?
The good news? InterWeave Supports them all.
Now your CRM can work seamlessly with your QuickBooks Desktop Enterprise Editions available. Our configurable, Cloud Integration Solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings. The Editions we support are below:
- QuickBooks Self-Employed
- QuickBooks Simple Start
- QuickBooks Essentials
- QuickBooks Plus
- QuickBooks Advanced
- QuickBooks Pro Plus 2026
- QuickBooks Premier Plus 2026
- QuickBooks Enterprise Suite
- QuickBooks Desktop Payments
- QuickBooks Desktop Payroll
- QuickBooks Desktop for Mac
A solution that works as hard as you do
With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard QuickBooks Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.).
- Uni or bi-directional integration at object level
- Create and update Sage Customers, Sales Orders, Invoices and Products from your CRM
- Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks
- 24x7 access to the online support knowledgebase
- Discounts on value add solutions including:
- InterWeave Payment Gateway
- InterWeave Customer Portal
- InterWeave Payroll (ADP/Paychex) Integration
- Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Salesforce.
- All Quickbooks history, like Invoices, payment history, etc. is available in your CRM
- Configurable options allowing you to change/select new integration configurations at object level.
- Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected.
Core Automation Platform
- What you get:
- CRM ↔ 1 ERP integration
- Standard object & field mappings
- Basic payment synchronization
- Pre-configured SmartFlows
- Guided implementation
- Standard support
- Ideal for:
- QuickBooks integrations
- Small finance teams
- Initial automation rollout
- Partner-led implementations
- Outcome:
- Eliminate manual entry.
- Go live fast.
Launch your CRM—ERP—Payments automation quickly and confidently. Perfect for small and growing organizations that need reliable synchronization without complexity.
Advanced Automation Platform
- Everything in Starter, Plus:
- Multi-object bidirectional synchronization
- Advanced SmartFlows automation
- Payment reconciliation automation
- Subscription & recurring billing logic
- Custom field mapping
- Reporting automation layer
- Sandbox + production deployment support
- Extended implementation success window
- Ideal for:
- Multi-department organizations
- CRM-driven revenue teams
- Finance teams requiring clean reconciliation
- Organizations processing 500+ transactions/month
- Dynamics, Sage Intacct, Creatio, Salesforce environments
- Outcome:
- Automate financial workflows
- Reduce reconciliation time
- Improve reporting accuracy
- Scale without adding staff
For growing organizations that need automation, visibility, and control. This is where integration becomes transformation.
Ultimate Automation Platform
- What you get:
- Multi-entity / multi-division architecture
- AI SmartFlows optimization
- SmartAgents advanced automation
- Custom automation development
- Portal & payment gateway orchestration
- Advanced exception monitoring
- Priority support & SLA options
- Dedicated solution architect
- Security & compliance configuration
- Performance tuning & optimization
- Ideal for:
- National organizations & non-profits
- Multi-location businesses
- High-volume transaction environments
- Organizations requiring audit & compliance support
- Businesses migrating ERP systems
- Outcome:
- Create a unified financial automation layer across your entire organization.
Strategic automation for complex, multi-entity organizations. When integration becomes mission-critical, you need architecture—not connectors.