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Handshake: iPad sales order entry app & B2B eCommerce portal for QuickBooks users

Streamline your business and increase customer satisfaction with Handshake’s turnkey QuickBooks integration. Automatically update product and customer details, so your sales reps are prepared with the latest information in the field. Enable customers using Handshake Direct to view new items, place orders and check their status in real-time.

Improve your back-office efficiency and eliminate manual processes by directly syncing orders from Handshake into QuickBooks. With Handshake’s integration for QuickBooks you can rely on the consistency of data across systems.

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Handshake: A Certified Xero Add-On

Real Time Data

Sales reps and customers make smart ordering decisions fast

Consistent Accurate Info

Speed the order fulfillment process and keep your books up-to-date

Cloud-to-Cloud Integration

Don’t tax your IT staff with complicated management and maintenance tasks

Directly Connect B2B Orders to Your Back Office

Sync product catalogs, customer details, and orders between Handshake and Xero.
  • Easily map Xero fields with Handshake for fast and pain free set-up
  • Set your sync schedule to align with the needs of your business
  • Write orders offline and automatically sync when you get back online
  • User access to log files enables continuous monitoring and easy troubleshooting

Without writing a single line of code easily set-up your direct connection between Handshake and QuickBooks.

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CUSTOMER SUCCESS STORY

HANDSHAKE MAKES QUICKBOOKS INTEGRATIONS EASY

"Handshake told us exactly what information we needed to gather, and walked us through the integration with QuickBooks. It was truly a seamless process."

Janelle Shufelt, Client Relations Manager, RabLabs

Data Flows:

Payments
Items
Customers
Orders
Inventory
Custom Fields
Shipments
Reliably sync data by easily mapping QuickBooks fields related to products, prices, customers, and orders with Handshake
Set your sync schedule to align with the needs of your business
Write orders offline and automatically sync when you get back online
User access to log files enables continuous monitoring and easy troubleshooting
WHAT IS HANDSHAKE
Handshake is a B2B Commerce platform for manufacturers and distributors that powers standout ordering experiences both in-person and online.
Sales reps write orders faster than ever and orders instantly sync to your Xero account for rapid fulfillment from the Handshake Mobile app.
Deliver information on products, inventory, and customers at your reps fingertips for more effective and strategic sales meetings.
Customers conveniently order 24/7 from your B2B eCommerce website that offers them a familiar, online self-service experience and automatic sync with Xero for immediate processing.
WHAT IS XERO
Xero is easy to use online accounting software that’s designed specifically for small businesses.
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more. Find out more or try Xero Accounting Software for free.

Supported Versions:

QuickBooks Windows

QuickBooks Online

QuickBooks Canada

Handshake Implementation Services

We understand that the implementation of your back-office system is just as unique as your business. Our team works hand in hand with you to ensure the successful integration of Handshake with your software ecosystem. Whether you need to adapt our pre-built solutions for your workflow or deploy a fully custom integration, Handshake Implementation Services has the expertise to deliver the solution that fits your needs.

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