Built by SaaSync, at no cost to you
SaaSync is a ChartMogul partner that connects billing systems to ChartMogul. For QuickBooks, you create a SaaSync account and connect QuickBooks there, and SaaSync sends your data to ChartMogul.
SaaSync includes the QuickBooks integration at no cost when you subscribe to ChartMogul, and on ChartMogul's free plan. If you need custom sync logic, SaaSync offers it for $100 a month, paid directly to SaaSync. More about SaaSync.
How it works
QuickBooks has invoices but no subscriptions. SaaSync reads your invoices, credit notes, sales receipts, and payments, and works out the subscription behind each invoice line from its product and service period. Anything it can't work out on its own goes to a review queue in SaaSync, where you complete it by hand.
Connecting. SaaSync connects to QuickBooks Online with Business Admin permissions, and to ChartMogul with a ChartMogul API key that has read and write access.
History. SaaSync imports all your historical data, or only records from a date you choose.
Staying up to date. SaaSync syncs every 10 minutes.
Once your data is in ChartMogul, you get the same reports as any other billing source: MRR, ARR, churn, LTV, and every customer's MRR movements.
What gets imported
- Invoices and credit notes
- Payments
- Sales receipts, if you turn them on
Before you connect
- It works with QuickBooks Online, not QuickBooks Desktop.
- Expect to review some invoices by hand. QuickBooks has no concept of a subscription, so SaaSync works them out from your invoices.
- Following SaaSync's guidance on product names and service periods means more invoices sync without review.
SaaSync's QuickBooks limitations article explains how cancellations, recurring templates, and one-off invoices are handled.
Setting it up
- Create a SaaSync account.
- Connect QuickBooks Online as a source in SaaSync.
- In ChartMogul, create an API key with read and write access.
- In SaaSync, add ChartMogul as the destination with that key.
SaaSync emails you when the first sync is done. SaaSync's QuickBooks guide covers each step, and ChartMogul's QuickBooks article explains what to set up in ChartMogul afterwards.