QuickBooks integration
Connect QuickBooks so your accounting team hears about overdue and paid invoices on the right Joymore file, while QuickBooks stays the place you keep your books.
What Joymore does
If your brokerage keeps its books in QuickBooks, your accounting team already tracks invoices and customers there. Joymore connects to QuickBooks so invoice status can reach the matching transaction file and the right teammate, while QuickBooks stays your accounting system.
Once QuickBooks is connected, Joymore automations can react to QuickBooks events, like a new invoice being created or updated, and run QuickBooks actions, like listing past due invoices or creating an invoice. Joy can also work in QuickBooks when someone on your team asks her to.
What you can do
- Flag overdue invoices. Each day, a ready-made automation checks a mapped set of QuickBooks invoices and brings overdue balances and file context to the accounting teammate you choose. It does not message customers or change financial records.
- Note zero balances on the file. When a mapped QuickBooks invoice is updated, an automation notes an observed zero balance on the matching Joymore file for your accounting teammate.
- Create or send invoices on request. An automation or Joy can create an invoice in QuickBooks, or send one, when someone on your team asks.
- Look up a customer or invoice. Joy can find a QuickBooks customer or invoice and share the details with your team when asked.
Ready-made automations
From the Joymore automation library.
Alert accounting about overdue invoices
QuickBooks
XeroFlag overdue mapped invoices for internal accounting review
Each day
FinanceView automationLog zero invoice balances
QuickBooksNote the observed zero QuickBooks invoice balance on the mapped Joymore file
When a mapped QuickBooks invoice is updated
FinanceView automation
Available once connected
What automations can use in QuickBooks.
Events Joymore can react to
- New Customer Created
- New Customer Updated
- New Employee Created
- New Employee Updated
- New Invoice Created
- New Invoice Updated
- New Item Created
- New Item Updated
- New Purchase Created
- New Purchase Updated
Actions Joymore can run
- Create AP Aging Detail Report
- Create Bill
- Create Customer
- Create Estimate
- Create Invoice
- Create Payment
- Create Profit and Loss Detail Report
- Create Purchase
- Create Purchase Order
- Create Sales Receipt
- Delete Purchase
- Get Balance Sheet Report
- Get Bill
- Get Cash Flow Report
- Get Customer
- Get Invoice
- Get My Company
- Get Payment
- and 47 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
QuickBooks and Joymore questions
How do I connect QuickBooks to Joymore?
Sign in to Joymore, open Settings, and connect your QuickBooks account. You can connect it for your whole brokerage or for a single user.
Does Joymore change my books?
Only when you set it up to. The ready-made overdue and zero balance automations alert your team and do not change financial records. Actions like creating an invoice run only in automations you turn on or when someone asks Joy.
Does Joymore replace QuickBooks?
No. Joymore is not an accounting ledger. QuickBooks stays your accounting system. Joymore brings invoice events to the right file and person.
Do agents have to do anything in QuickBooks?
No. QuickBooks work stays with your accounting team, and agents keep working as they do today.
