Native Integration
Three-click setup. Live data. Same-day collections.
Built for finance teams who want collections up and running fast.
Trusted By The World's Leading B2B Finance Teams
The integration at a glance
The key features, and what they mean for your team.
01
3-click setup
A secure OAuth flow connects QuickBooks to Upflow in minutes.
02
Instant AR visibility
Pre-built dashboards surface DSO, ageing, and collection performance in real time.
03
Advanced collection workflows
Collection sequences adapt to each customer's context, risk, and overdue stage.
04
Automatic payment write-back
Portal payments record against the right QuickBooks invoices automatically.
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
AI Agents
MCP Server
Actionable AR Intelligence
Pre-built Dashboards
Smart Rules
Multi-Channel Workflows
Autopay
Branded Portal
Payment Mix Optimisation
Auto Reconciliation
How it works
The teams rewriting how B2B gets paid.
"In 2023, we collected only $30,000. Last year, we started using Upflow around May–June, and since then, we’ve collected over $700,000 in 2024, and I strongly attribute that to Upflow."
Elisa Rodriguez
Accounting Manager @MasterPro
Frequently asked questions
Can’t find what you’re looking for?
Ask AI
Setup takes less than 5 minutes. Simply create an Upflow account, click "Connect to QuickBooks", authorise access with your admin credentials, and you're ready to sync. Upflow's OAuth-based connection ensures a secure, hassle-free onboarding experience—no technical setup required.
Upflow syncs your invoices, customers, payments, deposits, and journal entries from QuickBooks Online every 10 minutes. This near real-time sync ensures your AR workflows are always powered by accurate and up-to-date financial data, no manual exports required.
Yes. While core financial data flows from QuickBooks Online to Upflow, you can fully manage your collections workflows, contacts, notes, and follow-ups within Upflow. The one-way sync (with the exception of payment write-back) gives you the flexibility to automate collections and personalise communications, while keeping QuickBooks as your financial source of truth.
Yes. Thanks to payment write-back, any payments collected via Upflow, including online payments made through card, SEPA, Bacs Direct Debit or ACH are automatically pushed back to QuickBooks Online, reconciling the corresponding invoices and eliminating double data entry.
Upflow supports the import of a subset of QuickBooks' native fields as custom fields for customers and invoices (e.g., company name, sales terms, delivery methods). These fields help you segment customers, configure workflows, and build analytics dashboards that reflect your actual business processes.
Upflow is SOC 2 Type 2 certified, ensuring enterprise-grade data protection and compliance. Your financial data remains encrypted and secure at every sync, while custom configuration options allow you to control exactly what gets imported.
Ready to go live and start collecting today?
Book a live demo or explore the product yourself with a free Discover account.
