Effectively managing sales doesn’t stop at getting a quote accepted. It also requires rigorous follow-up on the accounting side. That’s where the integration between Centralio and QuickBooks comes in—creating a direct bridge between your sales and accounting teams.

By connecting your Interactive Quotes™ platform to QuickBooks, you eliminate repetitive, manual tasks while ensuring the accuracy of client data and financial documents. From the initial proposal to the creation of the estimate or invoice, everything flows smoothly, quickly, and in sync.

A direct bridge between your sales and accounting

The connection between Centralio and QuickBooks allows for the automatic transfer of key data from your quotes, including:

  • Clients (or companies)
  • Contacts
  • Quotes, based on their status (converted into estimates or invoices in QuickBooks)

This synchronization reduces the risk of human error and speeds up the administrative cycle—from proposal to final invoicing.

Features designed to simplify your management

The QuickBooks connector is built to meet the needs of SMBs, distributors, and manufacturers looking to automate the flow between sales and accounting. The integration allows for:

  • Automated creation of clients and contacts in QuickBooks
  • Conversion of Centralio quotes into estimates or invoices, as needed
  • Centralized updates across both platforms
  • Reduced admin time and fewer manual entry errors
  • Secure API-based connection, following best practices

Fast setup, lasting impact

From the start, our team will guide you in connecting Centralio to your QuickBooks account. The integration is quick, requires minimal involvement on your part, and ensures a smooth onboarding for your team.

Accelerate your sales cycle… all the way to payment

By combining the power of Interactive Quotes™ with the reliability of QuickBooks, you connect your sales operations to your accounting in a seamless and efficient way.

No more manual transfers, missed invoices, or data entry errors—with Centralio + QuickBooks, your sales move faster and your financials stay on track.

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