---
title: 'Intuit QuickBooks Online + Insightly'
url: 'https://www.staging38.commercient.com/product/intuit-quickbooks-online-insightly/'
date: '2026-06-19T10:54:17-04:00'
modified: '2026-06-19T10:54:17-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Intuit QuickBooks Online to Insightly, giving your team access to Intuit QuickBooks Online data directly within Insightly. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Intuit QuickBooks Online and Insightly, giving sales teams access to ERP customer, order, invoice and inventory data from inside Insightly. The connection gives account teams a unified view of customer financial history without leaving Insightly.

## What syncs

- Export Insightly Opportunities as Intuit QuickBooks Online Sales Receipts
- Sync Intuit QuickBooks Online Sales Receipts and Status Updates to Insightly
- Update Insightly Contacts from Intuit QuickBooks Online Customer Contacts
- View Intuit QuickBooks Online Inventory Items in Insightly
- Sync Intuit QuickBooks Online Payments Received to Insightly Account Records
- Access Intuit QuickBooks Online Price Rules from Insightly

## Why Commercient

### Account health monitoring

Sync Intuit QuickBooks Online payment status, open Sales Receipts and credit data to Insightly so account managers can flag at-risk accounts and prioritise renewals based on financial history.

### New customer onboarding

Connect Insightly new Organisations to Intuit QuickBooks Online Customers so new customers created in the CRM are available in the ERP for billing, order processing and fulfilment.

### Pricing and discount visibility

Sync Intuit QuickBooks Online Price Rules to Insightly so sales reps can reference current pricing, discount tiers and customer-specific rates from inside the CRM without ERP access.

### Forecast and pipeline accuracy

Align Insightly deal values and expected close dates with Intuit QuickBooks Online order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

## About Intuit QuickBooks Online

Intuit QuickBooks Online is cloud-based accounting software for small businesses, managing invoices, expenses, payroll, customers, vendors and financial reporting.

## About Insightly

Insightly is a CRM and project management platform for small and mid-size businesses, managing contacts, opportunities, projects, pipelines and business relationships.

## Frequently asked questions

### How often does the Intuit QuickBooks Online and Insightly sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Intuit QuickBooks Online Invoices and Payments Received inside Insightly?

Yes, Commercient can surface Intuit QuickBooks Online Invoices and Payments Received data inside Insightly so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Intuit QuickBooks Online Products and Services and Inventory Items be accessed from Insightly?

Yes, Commercient can sync Intuit QuickBooks Online Products and Services and Inventory Items to Insightly so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Intuit QuickBooks Online and Insightly?

Commercient can support bidirectional sync between Intuit QuickBooks Online and Insightly, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Intuit QuickBooks Online Price Rules sync to Insightly for sales quoting?

Yes, Commercient can sync Intuit QuickBooks Online Price Rules to Insightly so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.