Keap and QuickBooks Integration

Keap says you made one number last month. QuickBooks says another. Both are very sure. (One of them is the one your accountant believes.)

The fix is not a better report. It is one writer. We set it up so a sale is typed once and carried to the books, and we check the totals match before we call it done. This is part of our Keap consulting.

What a good sync does

One source of truth

The sale lands in Keap against the right customer, and Keap feeds QuickBooks. One writer, one answer, and nobody reconciling two versions on a Friday.

Orders that are actually paid

A Keap order is only money owed until a payment is recorded. We record the payment properly, so the order, the automation behind it and the books all agree it happened.

Revenue you can believe

A write off in Keap looks exactly like a payment in a report. We separate the two, so the number you read is the number you collected.

Products that match on both sides

The product code you count on is not always there. We map products between Keap and QuickBooks so a sale lands on the right line, every time.

Invoices that do not surprise customers

Creating an invoice in the books can email your customer if nobody plans for it. We plan for it.

Your store, if you have one

WooCommerce feeds Keap, and Keap feeds QuickBooks. Same rule, one more link in the chain.

We show our work

HOW WE BUILD IT,
WRITTEN DOWN.

The same steps we follow on a client build. Developers can also see our Keap API work.

WooCommerce to Keap to QuickBooks: one source of truth, not two writers The full build, including the three places it goes wrong. A Keap write off looks exactly like a payment Why revenue reports overstate what you collected. Create a paid Keap order by API, and why your automation never fired An order is a receivable until you pay it. Here is how to pay it. Keap custom fields: the ceiling, the tab you cannot move, the name you cannot get back Worth reading before you add accounting fields to Keap.

Questions we get

BEFORE YOU CALL US.

Can Keap and QuickBooks be connected?

Yes. The reliable way is one direction of travel: the sale lands in Keap against the right customer, and Keap feeds QuickBooks. When two tools both write to the books, you get two answers.

Why do my Keap revenue numbers not match QuickBooks?

Usually one of three things. An order in Keap is only money owed until a payment is recorded against it. A write off in Keap looks exactly like a payment in a report. Or a second tool is writing sales into the books that never met the customer record.

Will the integration email invoices to my customers by accident?

It can if nobody plans for it, which is why we do. We set up how invoices are created so the books get their record and your customer does not get a surprise email.

We sell through an online store too. Does that change things?

It makes the order of things matter more. The store feeds Keap, and Keap feeds the books. We have written down exactly how we build that for WooCommerce.

Where are you based?

Clearwater, Florida. We work with businesses across Tampa Bay and the rest of the country.

KEAP AND QUICKBOOKS,
FINALLY AGREEING.

HOW WE BUILD IT,
WRITTEN DOWN.

BEFORE YOU CALL US.

LET US MAKE THE
NUMBERS MATCH.

KEAP AND QUICKBOOKS,FINALLY AGREEING.

HOW WE BUILD IT,WRITTEN DOWN.

BEFORE YOU CALL US.

LET US MAKE THENUMBERS MATCH.

KEAP AND QUICKBOOKS,
FINALLY AGREEING.

HOW WE BUILD IT,
WRITTEN DOWN.

LET US MAKE THE
NUMBERS MATCH.