Connect everything, Achieve anything | Helpwise

Want your customer data from Quickbooks inside your team inbox?

Empower your agents to view and update key customer information in your Quickbooks directly from Helpwise. Integrate Quickbooks to get more context and provide better customer service.



By integrating your Quickbooks account with Helpwise, you can track real-time Quickbooks customer information directly on your Helpwise account. Create and update a customer in Quickbooks from Helpwise.

Things you can do using the Helpwise-Quickbooks integration:

  1. One-click access to Quickbooks customers.
  2. Create customers in Quickbooks directly from Helpwise.
Help agents work faster

Helpwise has a 2-way sync integration with Quickbooks. This means, your team won't have to update the information on both apps, every time. All customer information gets available in an instant.

Quick and easy setup

Integrating Quickbooks with Helpwise takes less than 30 seconds. Just click on Connect Quickbooks, follow the on-screen instructions and set up the integration without too much hassle.

Have more customer context

Pull key customer details from Quickbooks like customer info, deals, and company information into Helpwise to give your agents a full view of your customers.

Trusted by over 5000+ users

Abraham C

Social Media Manager

Helpwise helps me manage my customer service tasks efficiently because I can monitor so many channels in just one dashboard. No need to open each channel's website to interact with customers.

Angie N

Web Designer

The support offered by Helpwise has been incredible. There has never been a time that they haven't attended to a question quickly and had it sorted out asap. I can see this is a tool that I will be using every day as a vital part of my business tech stack.

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