Connect QuickBooks and Zendesk for your business
QuickBooks and Zendesk each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.
What do you get by connecting QuickBooks and Zendesk?
askotter reads QuickBooks and Zendesk side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- From Zendesk
- Ticket volume and resolution, CSAT scores, Agent performance.
- Status
- QuickBooks and Zendesk are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing QuickBooks or Zendesk. Both keep working exactly as they do now.
Why connect QuickBooks and Zendesk
QuickBooks will sit beside your marketing spend, Stripe payments and daily numbers. It fits into our digital marketing services work.
How QuickBooks and Zendesk records line up
QuickBooks and Zendesk both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
QuickBooks and Zendesk are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Zendesk on its own
Zendesk sees the complaint and how it was handled. It cannot see what the customer is worth or whether they bought again.
Timing. Zendesk timestamps every ticket, reply and status change.
Access. The Zendesk Support API with a read-only token.
Related guides
- Proving AI Search Is Worth It: Attribution Past the Session Count. The channel that moves revenue while showing up in your reports as direct traffic.
- How to Get Your Business Into Google AI Overviews. The box above the results is the new first position.
Services that use these connections
Analyses: QuickBooks + Zendesk
Other QuickBooks combinations
Questions about QuickBooks + Zendesk
What can I learn by connecting QuickBooks and Zendesk?
How does askotter connect QuickBooks and Zendesk?
Is my data secure when connecting QuickBooks and Zendesk?
QuickBooks + Zendesk is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.