Xero
ERP & accounting
Sync Xero invoices and contacts, and post matched payments straight back.
ERP & accountingQuickBooks + Modern
Modern connects to QuickBooks Online to read open invoices and customers and records payments back, so growing finance teams can automate collections without changing their books.
Capabilities
What Modern does with QuickBooks
Read open invoices, due dates and customer balances from QuickBooks Online.- Record matched payments back against the right invoices under your approval rules.
- Sync customers and billing contacts, so reminders reach the right person.
- Keep a log of every reminder, reply and payment in the audit trail.
Setup guide
How setup works
- 1
Connect QuickBooks
Your admin authorizes Modern through QuickBooks's API with OAuth or scoped API credentials. Where API access isn't available, Modern works from scheduled SFTP or flat-file exports instead.
- 2
Map your receivables
Modern maps your customers, open invoices, credits and payment terms. You review the mapping and the rules Modern will follow before anything runs.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to QuickBooks with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
QuickBooks integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Through QuickBooks's API, using credentials your admin authorizes and scopes to receivables data. Where API access isn't available, Modern can work from scheduled SFTP or flat-file exports instead. There is nothing to replace and no IT project.
Applied cash, payment matches, notes and collection activity, under the rules and approvals you set. Modern asks before doing anything new, and every write-back is logged in the audit trail.
Modern is live in days: connect QuickBooks, review how Modern maps your customers, invoices and terms, then switch on the work you want Modern to do. Cash starts flowing soon after.
ERP & accounting
Related integrations
NetSuite
ERP & accounting
Sync invoices, customers and payments both ways, so AR and the GL always match.
SAP
ERP & accounting
Read open items from S/4HANA or ECC and post applied cash back automatically.
YOUR NEXT STEP
See Modern work with QuickBooks
Walk through your receivables with our team and see how Modern would work with your QuickBooks setup.
- Connects to QuickBooks, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing