Relevant business information is maintained in QuickBooks Online.
Finance / Business Management Integration
Available for Integration
QuickBooks Online Business Card Integration
Connect QuickBooks Online with Business Card Manager where approved business, customer, administrative, or account information can support your organization's business card workflow.
Connected Business Card Management
Connect Business Administration With Card Management
Not every QuickBooks Online integration will use the same information or workflow. Depending on the organization's requirements, approved business or account information may support administrative processes surrounding business card ordering, billing, account management, or reporting. Business Card Manager remains responsible for the business card ordering and governance process.
Controlled Templates
Business Card Manager keeps approved designs, fields, and brand rules centralized.
Permissions and Approvals
Ordering access and review steps can be applied according to your organization’s workflow.
Production and Fulfillment
CCA connects governed ordering with business card production, fulfillment, and administrative visibility.
Typical Integration Flow
How the Workflow Can Operate
The exact flow is configured around your systems, approved data, permissions, and business requirements.
Authorized information required by the agreed workflow is transferred to CCA.
Business Card Manager applies the appropriate business card rules.
Approval occurs where required.
CCA manages production and fulfillment.
Administrators retain centralized reporting and visibility.
Enterprise Control
Designed for Accurate, Consistent Business Card Administration
Connect the information your organization already manages with the controls required for a governed business card program.
Use approved business information
Support customer or account information
Coordinate billing administration
Connect account workflows
Support order administration
Align reporting
Maintain controlled ordering
Keep CCA governance in place
Integration Status
Available for Integration
CCA can work with organizations to evaluate integration with QuickBooks Online using supported Intuit integration methods. Implementation depends on the customer's QuickBooks environment, application authorization, permissions, available API data, and required business workflow.
Talk With CCA
Talk to CCA About QuickBooks Online Integration
Tell us how QuickBooks Online fits into your business card administration process, and CCA can evaluate an appropriate integration approach.