The QuickBooks integration automatically synchronizes certain data between CrocoClick and QuickBooks to reduce manual re-entry (customers, invoices, payment receipts, etc.).

It is designed to keep your accounting up to date while letting CrocoClick drive business logic and automation.

What the integration does

CrocoClick → QuickBooks

Customer creation and updates

• When a customer performs a billable action in CrocoClick, QuickBooks can automatically create the customer.

• If a customer already exists in QuickBooks (usually identified by email), the integration updates the existing customer instead of creating a duplicate.

Payment synchronization

• Payments collected via CrocoClick (order forms, subscriptions, checkouts, calendar-related payments, etc.) can be recorded in QuickBooks as sales receipts.

• This allows you to keep an accounting record of receipts without manual intervention.

Invoice synchronization

• When an invoice is marked as Sent in CrocoClick, QuickBooks creates the corresponding invoice.

• Invoice updates can also be synchronized:

  • Invoice number

  • Status

  • Dates

  • Amounts

  • Billing lines

  • Taxes or discounts (depending on your region)

⚠️ As a general rule, only invoices created after the integration has been activated are automatically synchronized, unless an import is activated.

QuickBooks → CrocoClick

Importing QuickBooks contacts

• Existing contacts in QuickBooks can be imported into CrocoClick.

• New contacts created in QuickBooks can continue to be automatically imported, with a possible delay.

Importing historical invoices (optional)

• When activating the integration, you can enable the import of past invoices.

• Any changes made in CrocoClick to these imported invoices are not necessarily sent back to QuickBooks.

Automation of review requests (optional)

• You can trigger a customer review request when a first invoice is detected as fully paid in QuickBooks, if this option is available in your integration screen.

Set up integration

1. Go to Settings → Integrations.

2. Open QuickBooks.

3. Enable, if necessary:

   • Import invoices (optional)

   • Notification automation (optional)

4. Click Connect.

5. Log in to your QuickBooks account.

6. Accept the requested permissions.

Once complete, the integration should appear as Connected.

FAQ

Will existing invoices sync?

Yes, but only if you enable the import option when setting up the integration.
Otherwise, only new invoices created after activation will be synced.

What happens if a customer already exists in QuickBooks?

The integration attempts automatic matching (usually via email) in order to:

• Update the existing customer

• Avoid creating duplicates

Troubleshoot

Receipts or invoices are not being uploaded

• Check that QuickBooks is properly connected.

• Check that authorizations have not been revoked on the QuickBooks side.

• Check the status of invoices or payments in CrocoClick.

• Test with a new invoice created after activating the integration.

The customer is duplicated

• Check that the customer's email address is correctly entered and consistent.

• Avoid manually modifying emails on the QuickBooks and CrocoClick side without a clear logic.

Best practices

• Activate the integration before launching your billing flows.

• Use QuickBooks for accounting and CrocoClick for business logic.

• Always test with a test invoice after activation.

• Document your synchronization rules if several people are involved.