Ratio CRMRatio

Integration — QuickBooks Online

Ratio + QuickBooks — keep your CRM and your books in sync

Connect QuickBooks Online to Ratio and sync clients, invoices, and payments automatically. Your CRM reflects what you sold. Your books reflect what you earned. No manual reconciliation.

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Why this integration

How Ratio connects with QuickBooks Online

QuickBooks is the accounting source of truth for most service businesses. Ratio's integration keeps your CRM aligned with your books so sold work, invoiced work, and received payments all line up without manual reconciliation.

This page is for service businesses searching for a CRM that integrates with QuickBooks Online, or teams looking to replace manual QuickBooks data entry with a CRM that syncs automatically.

How it works

Setup and sync

  • ✓Connect your QuickBooks Online account via OAuth
  • ✓Sync clients, invoices, and payments bidirectionally
  • ✓New Ratio invoices automatically create corresponding QuickBooks invoices
  • ✓Payments received in Ratio post to QuickBooks as deposits with the correct customer

What you can do

Capabilities with QuickBooks Online connected

Bidirectional client sync between Ratio and QuickBooks

Automatic invoice creation in QuickBooks when invoices send from Ratio

Payment sync so QuickBooks mirrors what has been collected

Customer matching to prevent duplicates across systems

Chart of accounts and tax rate alignment

Research the operating flow

Next step

Connect QuickBooks Online and run your business on one stack

Start your Ratio account, connect QuickBooks Online in a single OAuth flow, and keep your CRM and operations aligned without manual data entry.

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Frequently asked questions

Does Ratio integrate with QuickBooks?

Yes. Ratio integrates with QuickBooks Online. Connect via OAuth and sync clients, invoices, and payments automatically between your CRM and your books.

Does the QuickBooks integration work with QuickBooks Desktop?

Not currently. Ratio integrates with QuickBooks Online. Desktop customers would need to migrate to Online or use a manual export workflow.

Can I choose which records sync?

Yes. You control which Ratio workspaces sync to QuickBooks and how invoice categories map to your QuickBooks chart of accounts.

What happens if a client already exists in QuickBooks?

Ratio matches existing QuickBooks customers by email or name to prevent duplicates. You can manually resolve any ambiguous matches.

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