TormanoQuickBooks is the integration Tormano is built around: 400+ QuickBooks actions across 60+ configuration tabs covering sync, field mapping, accounting documents, and analytics.
Connecting
Go to Settings > Integrations > QuickBooks and click Connect. Sign in to QuickBooks, choose the company, approve, and you are back in Tormano with two-way sync running.
What syncs
Tormano creates these in QuickBooks, and can read them back:
- Customers: created from your contacts and companies, with duplicates matched on email or name. Send a record any time with Push to QuickBooks, or let Tormano create the customer when the first invoice goes out.
- Invoices: a deal marked Closed Won creates one, and an invoice you raise in Tormano, whether from a quote or from scratch, goes across when you finalize it.
- Estimates: created when a deal reaches a stage you choose. Off until you turn it on.
- Sales receipts: for donations, awarded grants, active memberships, and paid event registrations.
- Payments: matched payments post back against the QuickBooks invoice.
- Projects: a won deal on the Business edition, or an awarded grant on the Nonprofit edition, can create a QuickBooks project so you can see profitability per project.
So contacts, companies, deals, donations, grants, memberships, and event registrations can all produce a QuickBooks record. Your QuickBooks financial reports, including Profit & Loss, Balance Sheet, Aged Receivables, and General Ledger, are shown read-only under Reports.
Invoice vs. Sales Receipt
Each pipeline decides what a won deal produces: an invoice, which is the default, or a sales receipt. Set it per pipeline in the QuickBooks settings. Donations produce sales receipts, and pledges can produce invoices if you prefer.
Sync options and manual sync
Syncing is on as soon as you connect and runs on its own, so changes move without you doing anything. Click Sync Now when you need the latest figures straight away.
Field mapping
The Field Mapping tab sets which Tormano fields go to which QuickBooks fields. Custom fields only sync once an admin maps them here. The defaults suit most organizations.
Troubleshooting
- QuickBooks not connected: your QuickBooks sign-in has lapsed. Click Reconnect.
- Sync conflict: the same record was edited on both sides. Settle it on the Conflicts tab.
- Customer not found: the customer was deleted in QuickBooks while the Tormano record still points at it. Restore it in QuickBooks, or unlink it here.