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Accounting & Finance Integration
CMap + QuickBooks Online
Project invoices, expenses and bills, entered once in CMap.
Pushed into QuickBooks Online in a couple of clicks, complete with tax codes, classes and attachments.
Invoice balances flow back, so teams see what has actually been paid.
Project billing & costs
Entered once
Push sales invoices
Push expenses & bills
Pull invoice balances
Accounting & compliance
Direct cloud connection
What syncs
Sales invoices, credit notes, expense claims, supplier bills & invoice balances
How it runs
On demand from CMap's Finance Tools. Direct, secure connection, no middleware
Works with
QuickBooks Online. Sign in with your Intuit login
Included in
CMap Consulting & AEC editions, as a core integration
What the integrations does
Billing out. Costs out. Balances back.
Project billing and costs are entered once in CMap and pushed into QuickBooks Online in a couple of clicks, complete with tax codes, classes and attachments.
CMap
→
QuickBooks
CMap
↔
QuickBooks
QuickBooks
→
CMap
Push sales invoices
Approved invoices and credit notes post into QuickBooks Online with tax codes, currencies, payment terms, QuickBooks classes on every line, and the CMap invoice PDF attached.
CMap
↔
QuickBooks
QuickBooks
→
CMap
CMap
→
QuickBooks
Push expenses & bills
Reimbursable expense claims go across as bills made out to each claimant, receipts attached, and approved purchase invoices post as supplier bills, with the account code chosen per line before you push.
CMap
↔
QuickBooks
QuickBooks
→
CMap
CMap
→
QuickBooks
Pull invoice balances
Each pushed invoice's balance and latest payment date flow back into CMap. Amounts paid update automatically and settled invoices are marked Paid, so project teams see real cash status.
Why it matters
Entered once. Trusted everywhere.
CMap runs your projects; QuickBooks Online runs your books. This integration connects the two without taking the controls away from your finance team.
No double entry
Invoices, expenses and bills are entered once in CMap and transferred to QuickBooks Online in batches, in a couple of clicks.
Project-true books
QuickBooks classes map to a CMap project field, and projects can become sub-customers, keeping project-level analysis in your accounts.
Real cash visibility
Invoice balances flow back into CMap, so project managers see what has actually been paid without asking finance.
You stay in control
Every transfer is run on demand, and validation flags problem records before anything is sent.
getting set up
Connected in a couple of clicks.
This is a core CMap integration: built, supported and maintained by CMap, with no third-party middleware. Three steps, then you run every transfer on demand. You choose exactly what goes across, and when.
Connect to QuickBooks Online
Link CMap securely to your QuickBooks Online company in a couple of clicks, signing in with your Intuit login.
Align your settings
Align tax code names with your CMap Consultant, then choose your class mapping and automatic customer and vendor creation options.
Run transfers on demand
Push every transfer from CMap's Finance Tools, whenever you choose.
Frequently asked questions
Which CMap editions include the QuickBooks Online integration?
It is available on both the CMap Consulting and AEC editions as a core, off-the-shelf integration. Speak to your CMap Consultant or Account Manager to get started, or visit the CMap Help Center for the full setup guide.
What data moves between CMap and QuickBooks Online?
From CMap to QuickBooks Online: approved sales invoices and credit notes, complete with tax codes, currencies, payment terms, QuickBooks classes on every line and the CMap invoice PDF attached, plus reimbursable expense claims (receipts attached) as bills made out to each claimant, and approved purchase invoices as supplier bills with the account code chosen per line. From QuickBooks Online to CMap: each pushed invoice's balance and latest payment date, with settled invoices marked Paid.
How are customers and vendors matched?
Customers and vendors are matched by name, with optional automatic creation. You choose your automatic customer and vendor creation options during setup.
Do I need middleware or a third-party connector?
No. This is a core CMap integration, built, supported and maintained by CMap, with no third-party middleware. CMap connects securely and directly to your QuickBooks Online company, and you sign in with your Intuit login.
Does CMap post transactions into my ledger automatically?
No. QuickBooks Online remains your system of record for accounting and compliance. CMap sends finished documents, your bookkeeper reviews them through QuickBooks' own workflows, and nothing moves until a user pushes it. Every transfer is run on demand from CMap's Finance Tools.
integrations
CMap, embedded in your wider tech stack
QuickBooks Online is one of CMap's core finance integrations, built, supported and maintained by CMap, alongside the accounting, CRM and collaboration tools your business already runs on.
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