TormanoTormano has one of the deepest QuickBooks integrations of any nonprofit/SMB CRM — the settings surface spans 70+ tabs and 400+ configurable actions. It is the integration the whole product is built around.
Connecting
Settings > Integrations > QuickBooks > Connect. You'll be redirected to Intuit, sign in, pick the QuickBooks Online company, approve, and you're back in Tormano with two-way sync running.
What syncs
Tormano writes these objects to QuickBooks (and, optionally, reads them back):
- Customers — created from your Contacts and Companies/Organizations, with email/name dedup. You can push records on demand with the "Push to QuickBooks" action, or let them create at invoice time.
- Invoices — a Deal marked Closed Won creates an invoice; a native Tormano invoice (from a quote or created directly) syncs on finalize.
- Estimates — optionally created at a configured proposal/quote stage (off by default).
- 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 (B2B) or awarded grant (NP) can create a QuickBooks Project (sub-customer) for per-project profitability.
On the CRM side that means Contacts, Companies, Deals, Donations, Grants, Memberships, and Event Registrations can all drive a QuickBooks record. QuickBooks financial reports (Profit & Loss, Balance Sheet, Aged Receivables, General Ledger, and more) are surfaced read-only in the Reports tab.
Invoice vs. Sales Receipt
The document type a won deal produces is configurable per pipeline — choose Invoice (the default) or Sales Receipt on each pipeline in the QuickBooks settings. Donations default to Sales Receipts; pledges can optionally book as invoices.
Sync options and manual sync
Auto-sync runs on an automatic schedule, so changes flow without you doing anything. To force an immediate pass, use Sync Now. There is no separate "sync schedule" tab to configure — auto-sync is on by default once connected.
Field mapping
The Field Mapping tab lets you customize which CRM fields map to which QuickBooks fields, especially for custom fields (a custom field only syncs if an admin explicitly maps it). Defaults work for most orgs.
Troubleshooting
- "QuickBooks not connected" — token expired. Click reconnect.
- "Sync conflict" — the same record was edited on both sides. Resolve it on the Conflicts tab.
- "Customer not found" — the QuickBooks customer was deleted in QuickBooks but the CRM record still references it. Either restore it in QuickBooks or unlink in the CRM.