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QuickBooks: Integration Overview & Guide

Last updated: 3 November 2025 at 08:46:34 UTC by Dom Tyler

Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect their CRM to their QuickBooks Cloud accounts system.


File:Intuit QuickBooks logo.svg - Wikimedia Commons


The Recycly QuickBooks Link Capabilities:

  1. Link your CRM Companies and Contacts to existing records in QuickBooks
  2. Create new QuickBooks Customer records directly from CRM
  3. Raise QuickBooks Invoices from your CRM
  4. Raise and post QuickBooks Credit Notes against invoices created in CRM
  5. View QuickBooks Invoice payments in CRM
  6. View your Customer Account Status in CRM (including the account status note)