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Creatio to QuickBooks FAQs

1. What versions of QuickBooks are supported?

InterWeave supports:

  • QuickBooks Desktop (Pro, Premier, Enterprise) via QODBC
  • QuickBooks Online via OAuth-enabled API
2. Is the integration bi-directional?

Yes. The integration can be configured to be:

  • One-way (Creatio → QuickBooks or QuickBooks → Creatio)
  • Bi-directional depending on the object and business requirement
3. What data can be integrated between Creatio and QuickBooks?

Common object mappings include:

  • Accounts ↔ Customers / Vendors
  • Opportunities ↔ Invoices / Estimates
  • Products ↔ Items
  • Payments ↔ Payments
  • Contacts ↔ Employees / Vendors
  • Activities ↔ Memos or Audit Logs
4. How is the integration configured?

Integration is managed via the InterWeave Solutions Portal, where you:

  • Select and configure data objects
  • Map fields (including custom fields)
  • Set sync directions and schedules
  • Control flow execution and frequency
5. Can I sync custom fields between Creatio and QuickBooks?

Yes. InterWeave allows custom field mapping on both sides. You can:

  • Add custom fields in QuickBooks (e.g., AccountID, Invoice Type)
  • Map them to Creatio fields using the InterWeave Portal
6. What is the difference between Scheduled Flows and Utility Flows?
  • Scheduled Flows: Automated syncing at regular intervals
  • Utility Flows: Manual flows used for:
    • Data catch-up
    • Large volume syncs
    • Resyncing missing records
    • Backdating via date range (DR/DRS flows)
7. How do I test before going live?

Use Utility Flows (NF/NFS) to:

  • Run test syncs for specific records
  • Validate object mappings and connection
  • Confirm binding with QuickBooks IDs
8. What are the system requirements for QuickBooks Desktop integration?
  • QODBC installed on the QuickBooks Server
  • Port 4500 open for data communication
  • Windows user must stay logged in to keep the connector running
  • QuickBooks file must auto-load on startup
9. How are integration errors handled?
  • The InterWeave Portal provides flow-level and transaction-level logging
  • Failed records can be:
    • Reprocessed manually
    • Reloaded via utility flows
  • Notifications and status alerts available upon request
10. How can I perform a bulk sync or data catch-up?

Use DR or DRS Utility Flows to:

  • Sync records over a date range
  • Avoid real-time load during bulk activity
  • Temporarily disable scheduled flows during processing
11. How do I monitor or control the flows?
  • View real-time status in the InterWeave Portal
  • Start/Stop flows
  • Adjust scheduling
  • Access logs and mapping reports
12. Is the integration cloud-based or on-premise?
  • QuickBooks Online: Fully cloud-based
  • QuickBooks Desktop: Hybrid (cloud portal + local QB connector)
13. What support is included?
  • Initial onboarding
  • Configuration assistance
  • Access to the InterWeave Academy with guides, videos, and best practices
  • Optional SmartSupport for managed services and 24/7 coverage
14. Can I change mappings after go-live?

Yes. You can modify:

  • Field mappings
  • Object sync directions
  • Filtering rules
    All changes are controlled and versioned in the InterWeave Portal.
15. Who typically uses this integration?

This integration is ideal for:

  • Sales and finance teams managing customer invoicing
  • Operations who need real-time order and payment sync
  • Accounting teams who require data accuracy between systems
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