Accounting integration
Pinnacle Ai + QuickBooks
Keep your books in step with your sales — send customers, invoices and payments from Pinnacle Ai to QuickBooks so nothing gets retyped. The sale happens where you talk to the customer, and the record shows up where your bookkeeper works.
What you can do once it's connected
Sync customers and contacts
The people you sell to become customers in QuickBooks, with the details you already collected in the CRM.
Push invoices over
Invoices you create and send in Pinnacle Ai carry across, so your books show what was billed and to whom.
Keep payments matched up
Payments recorded against an invoice flow through too, so paid is paid in both places.
Less month-end cleanup
Because the data moves as it happens, nobody spends the last week of the month reconciling a spreadsheet against a CRM.
How it works
Three steps from connected to working for you
- 1
Connect QuickBooks
Authorize your QuickBooks account from settings — one login, no export files.
- 2
Your customers, invoices and payments flow over
New records created in Pinnacle Ai carry across to QuickBooks instead of being retyped.
- 3
Your books stay current
You and your accountant work from the same numbers, without waiting on a monthly hand-off.
Works with
Where QuickBooks fits with everything else
See the sales-to-books hand-off in action.
No contracts · Unlimited users & contacts · Cancel anytime