Tormano has the deepest QuickBooks integration of any nonprofit/SMB CRM, covering 72 distinct settings tabs. This is the integration most customers buy us for.
Connecting
Settings > Integrations > QuickBooks > Connect. You'll be redirected to Intuit, sign in, pick the QuickBooks Online (or Desktop via QuickBooks Web Connector) company, approve, and you're back in Tormano. Production OAuth keys are deployed.
What syncs
The 72 modules cover:
- Customers ↔ Contacts/Companies — bidirectional, with email/name dedup.
- Invoices ↔ Deals — closed-won deals create invoices; payments come back as donations or revenue records.
- Sales Receipts — for donations.
- Items — products and services sync both directions.
- Payments — applied to invoices and reconciled.
- Vendors, Bills, Expenses.
- Classes — used for fund tracking on the NP side.
- Locations — multi-location nonprofits and businesses.
- Time Activities — employee and contractor hours.
- Journal Entries — manual GL adjustments.
- Customer Statements — generate and send.
- Recurring Invoices.
Plus 60+ smaller modules: tax codes, terms, payment methods, deposit accounts, etc.
Sync schedule
By default, every hour. Force an immediate sync from Settings > Integrations > QuickBooks > Sync Now. Webhooks fire from QuickBooks on most write events, so changes typically appear within minutes regardless of cron.
Field mapping
Settings > Integrations > QuickBooks > Field Mapping lets you customize which CRM fields map to which QuickBooks fields, especially for custom fields. Defaults work for most.
Troubleshooting
- "QuickBooks not connected" — token expired. Click reconnect.
- "Sync conflict" — same record edited on both sides. Tormano shows you both versions and asks which wins.
- "Customer not found" — the QuickBooks customer was deleted in QuickBooks but the CRM contact still references it. Either restore in QuickBooks or unlink in CRM.