We connect QuickBooks Desktop and Enterprise to the CRM your team already works in — HubSpot and monday.com. Customers, invoices, payments and jobs cross over and stay current, so sales stops asking accounting what a customer owes. Read-only by design: nothing is ever written back into QuickBooks.
14-day free trial on both · Your company file is never modified
That is the whole company. We do this one thing, and we do it on the hard side of QuickBooks.
Cloud accounting has a REST API and an OAuth button. Desktop and Enterprise have neither. They sit on a machine in your office, behind your firewall, and they only talk when they decide to. That single fact is why most integrations quietly skip them — and why we built for them on purpose.
The only supported route in is the QuickBooks Web Connector — a small Windows program that polls a SOAP service on a schedule and pushes qbXML at it. You cannot request data on demand; you answer when it knocks. Every design decision downstream follows from that constraint.
Search either marketplace and the QuickBooks integrations you find target the cloud product. A firm running Enterprise on-premises — most construction, manufacturing and wholesale companies we speak to — is left doing CSV exports by hand. That is the gap both our apps sit in.
Data moves one way: out of QuickBooks and into your CRM. Neither app writes, edits or deletes anything in your company file. Your bookkeeper’s ledger stays exactly as they left it, and the worst case for a sync bug is a stale figure in your CRM — never a corrupted book.
A balance is not just the sum of invoices. Credit memos, partial payments, discounts, write-offs and multi-currency all move the number, and qbXML will happily return a valid-looking response that quietly omits the field you needed. Getting these right is most of the work, and it is the part you cannot see from a screenshot.
We build and maintain these ourselves — no iPaaS subscription in the middle, no third-party console to log into, no mapping fields in someone else’s UI. Pick the CRM your team already uses.
For B2B teams selling on invoice terms. Your customers become HubSpot companies and your invoices become native HubSpot invoices — then every company carries its own live receivables picture, so a rep sees a customer is 74 days past due before the call, not from a forwarded email afterwards.
For construction, manufacturing and wholesale firms running operations on monday boards while the money lives in QuickBooks Enterprise. XSync puts the financial records onto the boards your team is already in, keeping the structure your accountant built.
The apps install themselves. Connecting QuickBooks Desktop is the part that needs a human, so we do it with you.
Twenty minutes. We look at your QuickBooks version, how your company file is hosted and which CRM you run, and tell you plainly whether this fits. If it doesn’t, we say so on the call.
You install the app from HubSpot or monday. We set up the QuickBooks Web Connector on the machine that runs QuickBooks and authorise it against your company file — screen-share, with you driving your own machine.
The first sync pulls your existing customers and invoices across. After that the Web Connector runs on a schedule and only moves what changed, so your CRM stays current without anyone touching it.
This is not a two-click OAuth integration, because QuickBooks Desktop does not offer one. The Web Connector is a Windows program that has to be installed and authorised on the machine holding your company file, and that machine has to be on for syncs to run. Setup is genuinely hands-on — which is exactly why the onboarding call is part of the product rather than an upsell.
Tell us which CRM you run and what your QuickBooks setup looks like. We’ll come back within one business day with a time, or with a straight answer about why it isn’t a fit.
Ready to install instead? Both apps are self-serve — HubSpot or monday.com — and the trial starts before you talk to anyone.
Thanks for reaching out. We’ll review your setup and come back within one business day with a time for the call.
Prefer to skip the form? karim@agoracrew.com · +36 30 084 1533
