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