QuickBooks module for Perfex CRM – Synchronize Invoices, Payments and Expenses

Be aware: It is a module for Perfex CRM.

Temporary description

Quickbooks Integration module for Perfex CRM lets you robotically synchronize your Invoices/Payments/Expenses with QuickBooks.

It makes use of one-method sync from Perfex to QuickBooks, for firms primarily based within the US, Australia, United Kingdom, Canada & India, caring for partial funds, taxes and extra.

Neglect about bookkeeping charges. Our module will care for each mandatory a part of it, for you, in auto-pilot! Simply create a brand new QuickBooks account and sync Perfex’s information instantly.

Please press the Video Preview button with a view to perview an indication of a whole showcase, beneath an actual Perfex set up surroundings.
Our final replace introduces a number of taxes assist for the identical merchandise and customized fields assist.


It takes solely a number of seconds to be put in and activated. Documentation is included and it can assist you to configure the merchandise by way of the mandatory videocasts.

When you have any questions, be at liberty to boost a assist ticket at our support area.
Guys from assist division will get again to you as quickly as potential with a reply.

Understand that completely no coding is required! Simply comply with the directions and be capable of use Quickbooks Integration module in minutes.


– Perfex’s core cronjob must be enabled and working, so as for Expenses to be synced.


– Because of the nature of French-primarily based firms’ taxes that may trigger points to Perfex’s core, we determined to not assist France account presently.

– If you happen to change information on an already generated bill, you have to to manually apply adjustments in your QuickBooks account for this bill. Identical applies to Payments and Expenses.

Model 1.0b / July 2020

-Repair for VAT charges - No extra duplicate entries in QB

Model 1.0a / June 2020

-Added a number of taxes assist
-Added assist for customized fields

Model 1.0 / June 2020

-Preliminary model, absolutely appropriate with the most recent model of Perfex CRM

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