Real-time
Two-way sync
Changes in QuickBooks or Rollworks instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ Marketing
QuickBooks to Rollworks integration — real-time, two-way sync
Keep QuickBooks and Rollworks in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect QuickBooks and Rollworks
Put revenue reality behind every campaign: QuickBooks and Rollworks share the same customers, contacts, and billing status in real time, in both directions.
QuickBooks records the money — who pays, how much, and whether they are current; Rollworks decides who hears from the business and what they hear. The two overlap wherever the same customers and contacts matter to both, and when that overlap is bridged by CSV exports or an overnight batch, campaigns target on stale billing data and finance works from lists marketing has already changed underneath it.
Stacksync syncs Bills, Vendors, Items, Accounts in QuickBooks with Audience Segments, Campaigns, Ad Groups and Ads, Reporting and Attribution in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — finance keeps the revenue and payment truth, marketing keeps consent and engagement — and Stacksync keeps every copy consistent and resolves conflicts by rules you set.
Common use cases
- 01 Push bills and vendor data from procurement systems into QuickBooks for AP processing.
- 02 Reconcile payment-processor payouts against QuickBooks transactions.
- 03 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.
- 04 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.
Common sync patterns
Consent and contact details stay aligned
Email, phone, address, and opt-out flags kept in either system stay consistent in the other, so every send and record honors the latest preferences.
Revenue and billing signals reach the audience
Plan tier, spend, or payment status from QuickBooks lands on the matching record in Rollworks, so segments and targeting reflect who actually pays and how much.
One customer and contact list
Where both systems keep customer or contact records, an edit on either side propagates to the other, ending dual maintenance and the drift it creates.
What you can sync between QuickBooks and Rollworks
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.
| QuickBooks objects | Rollworks objects | How this pairing syncs | |
|---|---|---|---|
| Bills Payables written in from procurement systems for AP processing | Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. | Bills is specific to QuickBooks and Audience Segments to Rollworks — each maps to any object or custom field on the other side. | |
| Vendors Supplier records aligned with purchasing and spend tools | Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. | Vendors is specific to QuickBooks and Campaigns to Rollworks — each maps to any object or custom field on the other side. | |
| Items Products and services referenced on invoice and bill lines | Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. | Items is specific to QuickBooks and Ad Groups and Ads to Rollworks — each maps to any object or custom field on the other side. | |
| Accounts The chart of accounts, mirrored so external postings map to the right ledger lines | Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. | Accounts is specific to QuickBooks and Reporting and Attribution to Rollworks — each maps to any object or custom field on the other side. | |
| Journal entries Manual postings exported for consolidated financial reporting | Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. | Journal entries is specific to QuickBooks and Target Account Lists to Rollworks — each maps to any object or custom field on the other side. | |
| Estimates Quotes that convert to invoices, synced with CRM quoting flows | Account Tiers Groups within a Target Account List; an account belongs to only one tier per list, so tier assignments are written from source-of-truth data to drive tiered targeting. | Estimates is specific to QuickBooks and Account Tiers to Rollworks — each maps to any object or custom field on the other side. |
How changes propagate between QuickBooks and Rollworks
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.
QuickBooks Rollworks 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 Rollworks through its API, with automatic retries and rate-limit backoff.
Rollworks QuickBooks Interval-based propagation
DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.
DeliveryEach detected change is written to QuickBooks through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- QuickBooks: Subject to per-realm API request limits.
- Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
What ships with QuickBooks ⇄ Rollworks
Connect QuickBooks and Rollworks for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every QuickBooks–Rollworks connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever QuickBooks or Rollworks 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 QuickBooks or Rollworks record.
Observability
Monitoring
Track your QuickBooks ⇄ Rollworks sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between QuickBooks and Rollworks.
How the QuickBooks and Rollworks connectors work
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
Rollworks
- Integration surface
- REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
- Authentication
- OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
- Change detection
- Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
- Capabilities
- read · write
- Rate limits
- NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
How it works
How to connect QuickBooks to Rollworks — 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.
- 01
Connect your apps
Authenticate QuickBooks and Rollworks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
QuickBooks
connected
Rollworks
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the QuickBooks and Rollworks 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.
objects · QuickBooks ⇄ RollworksCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
QuickBooks RollworksCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
QuickBooks and Rollworks integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between QuickBooks and Rollworks: authenticate both systems, choose the objects to sync (such as QuickBooks's Bills and Vendors), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means QuickBooks and Rollworks records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed QuickBooks and Rollworks connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom QuickBooks–Rollworks integration in-house.
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Yes — Stacksync ships production-grade connectors for both QuickBooks and Rollworks. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on QuickBooks: Webhooks for entity change events, plus a Change Data Capture query operation for pull-based deltas. On Rollworks: Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the QuickBooks side: Bills, Vendors, Items, Accounts, plus custom fields where QuickBooks exposes them. On the Rollworks side: Audience Segments, Campaigns, Ad Groups and Ads, Reporting and Attribution. Stacksync auto-detects both schemas and converts types between the two systems.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
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