QuickBooks Referral Program Integration

Connect QuickBooks Online natively so a paid invoice approves the matching referral automatically and can enroll the customer as a member.

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About Our QuickBooks Referral Integration

QuickBooks

Native Integration

Connect QuickBooks Online natively so a paid invoice approves the matching referral automatically and can enroll the customer as a member.

What it does

Customer Feed beta

What You Can Do with QuickBooks

Connect QuickBooks Online natively to Referral Rock referral software (a native integration currently in open beta). With Customer Feed, QuickBooks becomes a system of record for your program: when an invoice is paid, the matching referral is approved across all your programs and the customer can be enrolled as a member, with no manual reconciliation and no CSV imports.

Customer Feed: a paid invoice, payment, or sales receipt approves the matching referral across all programs

Preload paying customers as members automatically based on your account settings

Connect over OAuth: a QuickBooks admin authorizes the connection through Intuit

Reads QuickBooks Invoices, Payments, Sales Receipts, and Customers (inbound-only, read-only)

How the QuickBooks Integration Works

Connect QuickBooks over OAuth

A QuickBooks admin authorizes Referral Rock through Intuit's OAuth flow. No middleware and no API keys to copy. The native connection reads billing events directly from QuickBooks Online.

A paid invoice approves the referral

When an invoice is paid (balance reaches 0), or a payment or sales receipt is recorded, Customer Feed matches the customer and sets their referral to Approved across all of your programs automatically.

Preload customers as members

Based on your account settings, the paying customer can be added as a preloaded member and flow into your invite lifecycle, ready to start referring.

Trigger rewards on approval

The Customer Feed approval can trigger the reward automatically based on your program rules, gift cards, cash, or a custom incentive, with no manual work for your team.

Customer Feed: approve referrals when an invoice is paid

Connect QuickBooks Online as a system of record and let real billing events drive your program. The moment a referred customer's invoice is paid, their referral is approved and rewards can fire.

A paid Invoice (balance = 0), Payment, or Sales Receipt in QuickBooks sets the matching referral to Approved across every program it belongs to.
The connection is inbound-only and read-only: Referral Rock reads billing events over a secure OAuth connection and never writes to your QuickBooks account.
Customers can be preloaded as members based on your account settings, so they enter the invite lifecycle without any manual work.

Run your referral program on real revenue, not guesses

Approving referrals on a paid invoice ties your program to money actually collected, so rewards go out only when a referral truly converts.

Attribute every paid invoice to the advocate who sent the referral, automatically.
Track reward obligations tied to collected revenue, fully auditable.
Works alongside your other programs: a single paid invoice can approve the matching referral everywhere it lives.

Expert setup support included

Connecting a billing system and deciding which events should approve referrals takes a little thought. Every Referral Rock customer gets a dedicated advisor to walk them through it.

We help your QuickBooks admin authorize the connection and confirm the right billing events drive approvals.
We help you decide reward timing and how to structure your launch campaign.
If something doesn't connect the way you expect, we dig in with you until it does.

QuickBooks Referral Integration FAQs

Referral Rock connects to QuickBooks Online natively over OAuth. A QuickBooks admin authorizes the connection through Intuit, with no API keys to copy and no middleware. Once connected, Customer Feed reads billing events to approve referrals automatically.

Customer Feed approves the matching referral when an invoice is paid (balance reaches 0), or when a payment or sales receipt is recorded. The referral is set to Approved across all of your programs, and the customer can be preloaded as a member based on your account settings.

No. The QuickBooks connection is inbound-only and read-only: Referral Rock reads paid invoices, payments, and sales receipts to approve referrals and enroll members, and never writes data back to QuickBooks.

The native integration reads QuickBooks Invoices, Payments, Sales Receipts, and Customers. It does not modify any of them.

Yes, the integration works with QuickBooks Online, and a QuickBooks admin authorizes the connection through Intuit's OAuth flow. Our onboarding team can walk your admin through it.

The native QuickBooks integration is currently in open beta and available to all Referral Rock customers. Every plan includes a dedicated advisor to help you get connected and configured.

Yes. Referral Rock is referral software built to run customer referral, brand ambassador, and affiliate marketing programs from one platform. The QuickBooks integration works the same way no matter which type you run.

Need help setting up?

Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the QuickBooks integration and make sure everything is working perfectly. View the setup guide