QuickBooks + Zigaflow
Keep QuickBooks and Zigaflow perfectly in sync - from first quote to final payment.
What you get with QuickBooks
Invoices land in QuickBooks automatically
Accepted Zigaflow quotes push to QuickBooks as invoices automatically - line items, tax codes and customer details included.
Customer records stay consistent
New contacts created in Zigaflow appear in QuickBooks automatically, and updates sync both ways so records never drift apart.
See payment status without switching systems
When a customer pays a QuickBooks invoice, Zigaflow reflects the payment - no more cross-referencing spreadsheets or chasing your bookkeeper for updates.
Stop retyping invoices
Invoice details no longer need to be keyed into QuickBooks by hand once the integration is running, which removes the retyping and the errors that come with it.
Protect your business from over-limit customers
Zigaflow monitors customer credit limits across both unpaid invoices and un-invoiced orders. When payment clears in QuickBooks, credit limits update automatically - so your team always works from accurate figures.
What the integration does
- Automatic invoice creation from accepted quotes
- Two-way contact and customer sync keeps records consistent across both platforms
- Payment status syncs from QuickBooks to Zigaflow when invoices are settled
- Product and service item mapping to QuickBooks accounts
- Tax code assignment per product category for accurate VAT posting
- Credit memos created in Zigaflow push to QuickBooks automatically
How it works
- Connect your QuickBooks accountAuthorize the integration using your Intuit credentials - the setup takes under two minutes and no developer help is needed.
- Configure your sync preferencesMap Zigaflow product categories to QuickBooks accounts, set your default tax codes, and choose your contact sync direction.
- Let the data flow automaticallyEvery accepted quote creates a QuickBooks invoice automatically, and payment confirmations feed back into Zigaflow without manual input.
How businesses use QuickBooks
Close a quote and have the invoice ready in QuickBooks
AV businesses running multiple concurrent projects can accept a quote in Zigaflow and have the invoice ready to send in QuickBooks - without touching two systems or asking someone to re-enter the data.
Staged project invoices feed into QuickBooks without manual input
Project-based businesses with staged invoicing keep their finance team informed automatically as each milestone quote is accepted and pushed through - with the correct account codes and customer details already applied.
Remove the entire manual invoicing step for high-volume orders
High-volume distributors handling 50 or more orders per week remove the entire manual invoicing step - accepted quotes go straight to QuickBooks without any intervention from the sales or admin team.