Quickbooks Integration

We’re excited to announce that Socket now integrates with QuickBooks Online. This was one of the most-requested integrations we’ve had to date, so we’re really happy to get this into our customers’ hands after a successful beta trial.

How Socket integrates with QuickBooks Online

The integration is seamless and simple:

  • When a Socket Quote is created, a QuickBooks Estimate/Quote will be created automatically along with its Items. The connector will try to match Socket People with QuickBooks Customer by Organization or Person name, and will create a new Customer if no matches are found. Currency abbreviation will be added as name suffix for customers not using the default currency.
  • When a Socket Quote status is changed to PO Received, Ordered, or Fulfilled, a QuickBooks Invoice will be automatically created.
  • When a Payment is accepted for a Quote via Socket, a Transaction will be automatically applied to the corresponding Invoice in QuickBooks.

Our quoting software also integrates with several other popular third-party apps. You can read more about our other supported integrations here.

2 Comments

  1. Sam

    Yes! Makes things so much easier! Huge stress relief, thank you!

    • Matt Stansfied

      We appreciate the feedback. and love to hear that the integration to QuickBooks Online is going to make it easier for you.

      Thanks Sam!

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