QuickBooks Integration

The m3ter Integration for QuickBooks enables you to quickly set up and implement highly configurable usage-based pricing models for your new or existing QuickBooks service. You can then charge your customers based on what they use, instead of charging by subscription under a one-price-fits-all pricing model.

The m3ter QuickBooks Integration is seamless, meaning you only need to ingest consumption usage data into m3ter in order to be able to bill via your regular QuickBooks service. You can also start to exploit ingested usage data using other m3ter features, such as our analytics tools, and support other business operational use cases.

This topic provides an overview of the m3ter QuickBooks Integration.

  1. Orders/Quotes through 3rd-party sales channels into m3ter Account and Account Plan.

  2. Usage data submitted and ingested into m3ter.

  3. Billing output from m3ter into QuickBooks.

Data synchronization and flows between QuickBooks and m3ter are established and maintained using webhooks.

Sales Flow: 3rd-Party Systems into m3ter

When a Customer and their Order/Quote are created in a 3rd-party sales channel, a webhook is triggered and captured by m3ter. This causes an Account and Account Plan to be created respectively in m3ter.

Usage Data Ingest for Metering

End customer usage data measures and events are submitted and ingested into m3ter via API calls or file uploads. See Submitting Usage Data and our Submit measurements API Reference documentation.

Billing Flow: m3ter into QuickBooks

Bills in m3ter can be generated several times. When the Bill is ready to be sent to QuickBooks for invoicing, the Bill must be approved. On Bill approval in m3ter, the webhooks connector is triggered and Bill line items are sent through as QuickBooks Invoice and Invoice items.

Native Integration for Outbound Bills! You can set up a native integration directly in the Console for outbound bills to be sent through to your QuickBooks system. See Configuring QuickBooks Integrations for more details.

More details? If you would like more information on the m3ter QuickBooks Integration, please contact m3ter Support - we'll be happy to provide you with fuller details.

Additional Support

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