SyncPenguin's connector for QuickBooks Customers

Sync your QuickBooks Customers two-way or one-way with other apps and services


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Customer details often end up spread across your accounting software, your CRM, your email, and your phone, and keeping them aligned by hand takes time and leads to mistakes. Your team may invoice from outdated addresses, call old phone numbers, or re-enter the same customer in several places. The QuickBooks Customers connector removes that manual work. Customer information entered in one app shows up automatically in the others, so your accounting and customer-facing teams always work from the same up-to-date list.

How does it work?

The SyncPenguin QuickBooks Customers connector keeps your QuickBooks Online customer list in sync with the other apps your business uses, including Outlook, Google Contacts, Microsoft 365, CRMs, email marketing tools, and online stores. You can set up one-way or two-way syncing so new, updated, and removed customers are reflected automatically. This covers names, company, emails, phone numbers, billing and shipping addresses, and more. With SyncPenguin's no-code filters, field mapping, and custom rules, you control exactly which customers are synced and how their details appear on the other side.

Popular real-world use cases

  • Sync QuickBooks customers to Outlook Contacts so you can see customer names and phone numbers when they email or call.
  • Share your QuickBooks customer list with the whole company by syncing it to Microsoft 365 GAL Contacts, so every employee can find customers in the company directory.
  • Keep QuickBooks customers and Google Contacts in two-way sync so customer details stay current on your phone and in your accounting software.
  • Create a QuickBooks customer automatically whenever a HubSpot contact is marked as a customer, using filters on the lifecycle stage.
  • Push QuickBooks customers into Mailchimp to send newsletters, promotions, and payment reminders to your existing customers.
  • Sync Shopify and Square customers into QuickBooks so online and in-store buyers are ready for invoicing without manual entry.
  • Keep your sales team's Pipedrive or Zoho CRM contacts aligned with QuickBooks so sales and accounting share the same customer details.
  • Sync QuickBooks customers to each team member's Microsoft 365 Contacts, with filters so each person only gets the customers relevant to them.
  • Copy customers between QuickBooks and Xero when moving accounting systems or running both in parallel.
  • Sync QuickBooks customers to Apple iCloud Contacts so customer details are available on your iPhone, iPad, and Mac.

Key features

Two-Way Sync

Keep QuickBooks customers and your other contact lists aligned in both directions, or push changes one way only.

Smart Filters

Sync only the customers you need, for example only those with an email address or from a specific company.

Rich Customer Details

Sync names, company, website, notes, emails, work, mobile and fax phones, plus billing and shipping addresses.

Flexible Field Mapping

Matching fields are mapped automatically, and you can adjust the mapping or transform values with no-code rules.

Safe Deletions

Removed customers are made inactive in QuickBooks instead of being erased, so your accounting history stays intact.

Affordable & Scalable

With SyncPenguin you only pay for changes to your data, regardless of how many contacts you initially have, or will have in the future.

Supported fields

First name Last name Middle name Display name Title Suffix Notes Company name Website Email Work phone Mobile phone Other phone Fax Billing address Shipping address

Things to note

  • The connector works with QuickBooks Online. QuickBooks Desktop is not supported.
  • QuickBooks does not allow customers to be permanently deleted. When a customer is removed through a sync, it is marked as inactive, and customers made inactive in QuickBooks are treated as deleted on the other side.
  • Only top-level customers are synced. Sub-customers (jobs) are skipped so your contact lists stay clean.
  • QuickBooks stores one primary email per customer. If a contact has several emails in the other app, the work email (or the first one) is used.
  • QuickBooks supports one phone number of each type (work, mobile, other, and fax) and two addresses (billing and shipping), so additional entries from the other app are not transferred.
  • QuickBooks custom fields are not currently available for syncing.
  • QuickBooks requires every customer display name to be unique. If a name is already taken, QuickBooks will reject the record, and you can use SyncPenguin custom rules to build unique display names, for example by adding the company name.
  • Each connection links to one QuickBooks company. To sync several companies, connect each one separately.
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Frequently Asked Questions

Can I sync QuickBooks customers with Outlook or Google Contacts?

Does this work with QuickBooks Desktop?

Will syncing create duplicate customers?

What happens when a customer is deleted?

Can I sync only some of my QuickBooks customers?

Can I connect QuickBooks to my CRM, like HubSpot or Pipedrive?

Do I need technical skills to set it up?

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About Quickbooks

QuickBooks Online by Intuit is one of the most popular cloud accounting platforms for small and medium-sized businesses. It helps businesses manage invoicing, payments, expenses, bookkeeping, and taxes in one place. Its customer list holds contact, billing, and shipping details that are used for invoices, estimates, and sales receipts.

Official website: https://quickbooks.intuit.com/