Connect Intercom to QuickBooks
Automate workflows between Intercom and QuickBooks. No coding required.
The most-used recipe
Intercom
Communication
DeskFerry agent
Create order when new message received
Runs on its own
QuickBooks
Commerce
Popular workflows
What you can automate between Intercom and QuickBooks
These are the most popular automations teams set up between Intercom and QuickBooks. Each one runs automatically once activated — no manual steps.
Create order when new message received
Generate a new order automatically when a new message arrives in a channel.
Send message when new order placed
Post a message to a channel automatically when a customer places a new order.
Sync Intercom changes to QuickBooks
Keep QuickBooks updated when someone mentions you or your team.
Get Intercom alerts for QuickBooks
Never miss important QuickBooks updates with instant Intercom notifications.
How data flows
What syncs between Intercom and QuickBooks
Order events from Intercom — new purchases, fulfillment updates, refunds — post to QuickBooks so your team sees them in real-time.
Data from Intercom
- Messages
- Channel posts
- Mentions
- Thread replies
- File attachments
Data from QuickBooks
- Orders
- Products
- Customer records
- Payment status
- Shipping details
Step-by-step guide
How to connect Intercom to QuickBooks
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Intercom account with permission to install apps
- An active QuickBooks account
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in QuickBooks to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate Intercom
Click "Add Connection" and select Intercom from the app directory. You'll be redirected to Intercom's authorization page. Grant DeskFerry permission to read and post messages in your selected channels. You control which channels the integration can access.
- Step 03
Authenticate QuickBooks
Same process for QuickBooks. Click "Add Connection," select QuickBooks, and authorize access. Grant DeskFerry access to your orders, products, and customer data. You choose which store data the integration can read.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new message received in intercom or new order placed in quickbooks. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create order in quickbooks. Map the data fields between Intercom and QuickBooks so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between Intercom and QuickBooks. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect Intercom and QuickBooks?
Every order, refund, and fulfillment event in QuickBooks is a signal your team needs to see. Routing those signals to Intercom means faster response times and fewer dropped balls.
Tips
Tips for your Intercom + QuickBooks integration
Get more out of this integration with these best practices.
Use cases
Who uses the Intercom + QuickBooks integration?
Teams across industries connect Intercom and QuickBooks to streamline their workflows.
Team leads managing multiple channels who rely on QuickBooks for commerce
E-commerce operations who need real-time data from Intercom
Remote teams and e-commerce operations collaborating across tools
FAQ
Frequently asked questions
How do I connect Intercom to QuickBooks?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Intercom and QuickBooks via OAuth. Choose a workflow template — like syncing communication events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Intercom and QuickBooks?
Popular automations include: post new QuickBooks orders to Intercom channels, alert Intercom when high-value orders arrive, notify Intercom on QuickBooks refund requests, and share daily QuickBooks sales summaries in Intercom. Filters let you route different order types to specific channels.
Is the Intercom and QuickBooks integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your Intercom-to-QuickBooks workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my Intercom data secure when connected to QuickBooks?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Intercom or QuickBooks passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your communication data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between Intercom and QuickBooks?
Yes. You can set up workflows that trigger from either Intercom or QuickBooks. For example, create a workflow where Intercom events update QuickBooks, and a separate one where QuickBooks changes sync back to Intercom. Each direction is configured independently so you have full control.
Do I need technical skills to connect Intercom and QuickBooks?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Intercom and QuickBooks, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate Intercom + QuickBooks
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