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Business productivity ⇄ Accounting and finance

Agiloft to QuickBooks integration — real-time, two-way sync

Keep Agiloft and QuickBooks in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Agiloft and QuickBooks

Connect the financial records in QuickBooks with the work happening in Agiloft, so both stay current without exports or copy-paste.

QuickBooks holds the financial truth: who the customers are, what they were billed, what they paid. Agiloft is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Payments, Bills, Vendors, Items in QuickBooks and People, Attachments, Approvals, Tasks in Agiloft in sync, bi-directionally and in real time. Whatever records Agiloft keeps and whatever events it produces, the overlap with QuickBooks is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Mirror the chart of accounts and journal entries into a warehouse for consolidated financial reporting.
  • 02 Create QuickBooks invoices automatically from closed-won deals or e-commerce orders.
  • 03 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
  • 04 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.

Common sync patterns

Where Agiloft handles customer conversations: billing context in view

Front-line teams see invoice and payment status from QuickBooks next to the customer they are helping, without logging into the finance system.

Where Agiloft collects payments or triggers charges: events land in QuickBooks

Payment and charge activity flows into QuickBooks as it happens, so the books reflect reality without manual reconciliation.

Where Agiloft tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

What you can sync between Agiloft and QuickBooks

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Agiloft objects QuickBooks objects How this pairing syncs
People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. Bills Payables written in from procurement systems for AP processing People is specific to Agiloft and Bills to QuickBooks — each maps to any object or custom field on the other side.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Vendors Supplier records aligned with purchasing and spend tools Attachments is specific to Agiloft and Vendors to QuickBooks — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Items Products and services referenced on invoice and bill lines Approvals is specific to Agiloft and Items to QuickBooks — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Accounts The chart of accounts, mirrored so external postings map to the right ledger lines Tasks is specific to Agiloft and Accounts to QuickBooks — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Journal entries Manual postings exported for consolidated financial reporting Clause Library is specific to Agiloft and Journal entries to QuickBooks — each maps to any object or custom field on the other side.
Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. Estimates Quotes that convert to invoices, synced with CRM quoting flows Custom tables is specific to Agiloft and Estimates to QuickBooks — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and QuickBooks

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Agiloft QuickBooks Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is written to QuickBooks through its API, with automatic retries and rate-limit backoff.

QuickBooks Agiloft Sub-second propagation

DetectionQuickBooks pushes changes as they happen — webhook events backed by change data capture. Webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas.

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
  • QuickBooks: Subject to per-realm API request limits.
What ships with Agiloft ⇄ QuickBooks

Connect Agiloft and QuickBooks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–QuickBooks connection.

Real-time

Two-way sync

Changes in Agiloft or QuickBooks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or QuickBooks data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or QuickBooks record.

Observability

Monitoring

Track your Agiloft ⇄ QuickBooks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and QuickBooks.

How the Agiloft and QuickBooks connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

QuickBooks

Integration surface
REST API (QuickBooks Online)
Authentication
OAuth 2.0
Change detection
webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas
Capabilities
read · write · CDC · webhooks
Rate limits
subject to per-realm API request limits
How it works

How to connect Agiloft to QuickBooks — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Agiloft and QuickBooks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    QuickBooks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and QuickBooks objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ QuickBooks
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft QuickBooks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and QuickBooks integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 395 integrations available for Agiloft and QuickBooks.

Popular · 6 of 395
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