Note that you need an active QuickBooks subscription to use this integration. Depending on your QuickBooks subscription, QuickBooks may limit the use of the integration or the integration features in general. For more information, please contact your QuickBooks representative if needed.

QuickBooks Integration Basics and Use Cases

The idea of the QuickBooks integration is to bring contacts into Trustmary, so you can send surveys to the companies you have invoiced.

The integration works by automatically sending the contact person’s name and email address to Trustmary after each invoice.

When setting up the integration, you can choose which contact list the new contacts will be added to.

QuickBooks sends to Trustmary the contact person and email address you have added to the Customer Register for the respective Customer. Please remember to check that the correct contact person and email address are listed in the Customer Register under the invoiced company before sending the invoice.

Once the contacts appear in Trustmary, you can start creating and sending different surveys to these people. You can also make use of Trustmary’s automations. For more information about automations, please refer to Trustmary’s Help documentation.

The integration sends the contact information to Trustmary within a few minutes after the invoice has been sent.

Please note that if you want the QuickBooks contacts to be added to a specific contact list, it’s best to create that list in Trustmary beforehand. You can create a list by going to the Contacts section in Trustmary and clicking the yellow Create new list button in the top right corner.

Enabling the QuickBooks integration

Start the integration process by logging in to Trustmary at app.trustmary.com. Then go to the Integrations section and find the QuickBooks integration. Click the yellow Integrate button.

Next, you will be redirected to QuickBooks’ login page. Log in with your QuickBooks credentials. Please note that QuickBooks usually uses only one account, even if you have access to multiple organizations’ QuickBooks accounts. However, if you use multiple different accounts, make sure to log in with the credentials of the correct organization.

Log in and select the organization in QuickBooksr where you want to create the integration.

Setting Up and Managing the Integration

Immediately after adding the integration, you can start setting it up.

Begin by clicking the yellow Add trigger button. For now, the trigger is automatically set as sending an invoice, so you can move forward right away by clicking the yellow Next button.

Next, you can map the top two fields—Email and Name—with the corresponding data from QuickBooks and then click the yellow Next button again.

After that, you can choose between the following two options:

1. Only add contact to Trustmary – This option adds the contacts to Trustmary’s general contact list. You can use this option if you only send surveys to contacts that come through the QuickBooks integration.
2. For clarity, however, we recommend selecting a specific contact list directly from the menu, where the contacts will be added.

Once you have selected the correct list, or decided to add the contacts to the general contact database, you can click the yellow Save button.

🎉 The integration is now ready! Remember, you can always return to edit the integration, remove it, reinstall it, or switch organizations by removing the integration and setting it up again. To do this, go to the Integrations section in Trustmary and click the yellow Manage integration button next to the QuickBooks integration.

Updated on: 23/09/2025