Connect Freshsales Suite to Quickbooks like Magic
How to Use Magical to Transfer Data from Freshsales Suite to Quickbooks
Connect your apps with ease
Transfer Data from Freshsales Suite to Quickbooks: A Step-by-Step Guide
With Magical, you can transfer data from Freshsales Suite to Quickbooks in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Freshsales Suite to Quickbooks, helping you streamline your financial management and sales processes.
More Freshsales Suite integrations with Magical
What Freshsales Suite data can you transfer
Magical enables you to transfer a wide array of data from Freshsales Suite to Quickbooks. Here are some examples of the information you can extract:
Contact Name
Company Name
Deal Stage
And move more types of information by creating your own custom labels.
How to Transfer data from Freshsales Suite to Quickbooks using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Freshsales Suite to Quickbooks for more efficient financial management. Follow these steps:
Sign in to your Freshsales Suite account and open the customer profile containing the data you want to transfer, such as customer name, invoice number, and payment status.
In Freshsales Suite, label the information you want to transfer with Magical, like Customer Name, Invoice Number, or Payment Status.
Sign in to your Quickbooks account and open the record where you want to add the Freshsales Suite data.
Type "//" in an empty field and select the information you want to transfer from Freshsales Suite such as Customer Name, Invoice Number, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Freshsales Suite and Quickbooks
Efficient financial management and sales processes are crucial to maintaining business growth. Freshsales Suite is a powerful customer relationship management (CRM) solution and Quickbooks is a robust financial management tool. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Freshsales Suite to Quickbooks, allowing you to focus on growing your business.
Other ways to connect Freshsales Suite and Quickbooks
Using Zapier
Zapier provides a seamless connection between Freshsales Suite and Quickbooks, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Freshsales Suite and Quickbooks is by directly utilizing their APIs. By integrating both APIs, you empower sales and finance teams with real-time customer insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
