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Accounting and finance ⇄ CRM

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

Keep QuickBooks and Xactly 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 QuickBooks and Xactly

Sync customers, invoices, and payment status between QuickBooks and Xactly in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Xactly knows the relationship: who the contacts are and what is in motion with the account. QuickBooks knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Vendors, Items, Accounts, Journal entries in QuickBooks to Orders, Credits, Transactions (Commission & Bonus), Participants (Payees) in Xactly with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

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 Sync Participants, Positions, Titles, and Quotas from an HRIS/HCM and planning tools into Xactly so the org hierarchy and targets stay aligned with headcount changes.
  • 04 Push approved Payment Summary amounts from Incent into a payroll or accounts-payable system so payouts are paid from the mastered comp result.

Common sync patterns

Where Xactly tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in QuickBooks with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from QuickBooks appears on the account in Xactly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Xactly, QuickBooks gets the update before the next invoice goes out.

What you can sync between QuickBooks and Xactly

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 Xactly objects How this pairing syncs
Purchase orders Procurement documents synced with inventory and ordering systems Credits Crediting records that tie an order to a participant and position; system-calculated credits are read, while manual and adjustment credits are loaded through Connect, so read and write. Purchase orders is specific to QuickBooks and Credits to Xactly — each maps to any object or custom field on the other side.
Credit memos Adjustments to receivables, needed for accurate revenue syncs Transactions (Commission & Bonus) Calculated commission and bonus line items produced by Incent's calculation engine; read as the output of comp runs for reporting and downstream payout, so effectively read-only results. Credit memos is specific to QuickBooks and Transactions (Commission & Bonus) to Xactly — each maps to any object or custom field on the other side.
Customers Billing entities kept consistent with CRM accounts and subscription tools Participants (Payees) Sales reps and payees keyed to positions; loaded and updated from HRIS/HCM source data through Connect (write) and read for roster reporting, so read and write. Customers is specific to QuickBooks and Participants (Payees) to Xactly — each maps to any object or custom field on the other side.
Invoices Receivables created from closed deals or orders and read back for payment status Positions & Titles Org-hierarchy positions and titles that credits and quotas roll up to; loaded and maintained through Connect (write) and read to resolve the hierarchy, so read and write. Invoices is specific to QuickBooks and Positions & Titles to Xactly — each maps to any object or custom field on the other side.
Payments Received funds applied to invoices, synced for revenue reconciliation Quotas / Targets Period quota and target values per position or plan; loaded from planning tools through Connect (write) and read for attainment reporting, so read and write. Payments is specific to QuickBooks and Quotas / Targets to Xactly — each maps to any object or custom field on the other side.
Bills Payables written in from procurement systems for AP processing Payment Summary (Payable) Approved payable amounts per participant per period; read as the output that feeds payroll and accounts payable, so effectively read-only. Bills is specific to QuickBooks and Payment Summary (Payable) to Xactly — each maps to any object or custom field on the other side.

How changes propagate between QuickBooks and Xactly

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 Xactly 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 applied to Xactly as a row-level write, with types converted between the two schemas.

Xactly QuickBooks Interval-based propagation

DetectionStacksync polls Xactly for changes on an incremental schedule, reading only records changed since the previous pass. No CDC log for external tools to consume.

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.
  • Xactly: Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
What ships with QuickBooks ⇄ Xactly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever QuickBooks or Xactly 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 Xactly record.

Observability

Monitoring

Track your QuickBooks ⇄ Xactly 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 Xactly.

How the QuickBooks and Xactly 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

Xactly

Integration surface
Xactly Connect REST API v2 (JSON), plus ODBC/JDBC drivers over the same ANSI-SQL data model. Incent data is exposed as SQL-queryable objects (for example xactly_order, xactly_credit, xactly_transaction, xactly_payment); data is loaded and extracted through Connect load/query steps and server-side ETL Pipelines. The base host is region/pod-specific (for example https://<pod>.xactlycorp.com).
Authentication
OAuth 2.0 via the Xactly Connect API Gateway (bearer tokens issued on behalf of an Xactly Incent user), with HTTP Basic authentication using a dedicated Xactly Connect service-user's credentials also supported for the Connect REST API v2. The connecting user needs Connect/API access plus the relevant object permissions in Incent.
Change detection
No CDC log for external tools to consume. Incremental sync uses SQL predicates on modified/last-updated timestamp columns (for example WHERE modified_date > watermark) against Connect's queryable objects, or scheduled Connect ETL Pipelines that pull deltas since the last run. Xactly Connect has no outbound HTTP webhooks, so change detection is pull/ETL-based.
Capabilities
read · write
Rate limits
Xactly does not publish numeric per-second rate limits. The Connect platform enforces query concurrency and long-running-query limits, so large extracts are paged and heavy loads/queries run as asynchronous Connect jobs (submit, then retrieve results) rather than row-by-row calls; batch loads are the supported path for high volume.
Xactly setup guide
How it works

How to connect QuickBooks to Xactly — 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 QuickBooks and Xactly 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
    QuickBooks connected
    Xactly connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the QuickBooks and Xactly 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 · QuickBooks ⇄ Xactly
    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
    QuickBooks Xactly
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

QuickBooks and Xactly 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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:

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 517 integrations available for QuickBooks and Xactly.

Popular · 7 of 517
All QuickBooks integrations All Xactly integrations Browse all integrations
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