How to manage contracts in Quickbooks

While QuickBooks is excellent for invoicing and accounting, it was never built to handle the contracts behind those invoices. That gap leaves teams copying, pasting, and manually transferring data between tools — a process that’s slow, error-prone, and painful for everyone involved.

Fortunately, there’s a simple way to close that gap.

By integrating QuickBooks with Juro, you can manage the entire contract-to-invoice workflow automatically — from creation to signature to billing.

Let’s break down how it works.

What is Quickbooks?

QuickBooks is accounting software built for small and growing businesses. It helps finance teams manage invoicing, bookkeeping, expenses, and payroll all in one place.

However, despite handling so many financial processes, QuickBooks doesn’t manage the contracts that generate the revenue in the first place.

That’s where the integration with Juro comes in.

Why contract management is painful for legal and finance teams

For most businesses, contract management is still highly manual.

Here’s what that typically looks like:

1. Legal drafts in Word. Lawyers copy and paste from old templates, filling in deal details manually from CRMs like Salesforce or Pipedrive.
2. Endless reviews and redlines. Drafts bounce around inboxes for approval and negotiation.
3. Finance gets stuck post-signature. Once signed, finance needs to extract the values, dates, and payment terms manually to populate QuickBooks or a spreadsheet.

Every handoff creates risk — missed billing terms, duplicate data, or inaccurate invoice amounts.

That’s time lost, revenue delayed, and headaches multiplied.

So what if you could connect your contracts directly to QuickBooks and let automation handle the rest?

Is it possible to manage contracts using Quickbooks? 

You can't manage contracts natively in Quickbooks, but you can manage agreements within the invoicing platform when you connect QuickBooks with Juro.

QuickBooks doesn’t have built-in contract management features, but integrating it with Juro (via Zapier) bridges that gap.

In minutes, you can automate the flow of information between your contracts and invoices — no code required.

Here’s how it works.

How to manage contracts in Quickbooks

1. Automatically create contracts when new customers are added

When a new customer profile is created in QuickBooks, Juro can automatically generate a corresponding contract using a pre-approved automated contract template.

All the relevant data — like customer name, pricing, and dates — is pulled directly from QuickBooks, eliminating manual input and human error.

2. Automatically create invoices when contracts are signed

When a contract is fully signed in Juro, that signature acts as a trigger. QuickBooks automatically creates and sends the invoice — no data entry required.

3. Keep systems in sync

The integration ensures QuickBooks always reflects the latest contract data. If a contract is amended, renewed, or terminated, QuickBooks offers visibility into these changes, helping finance teams stay on top of billing, renewals, and revenue recognition.

These workflows offer numerous benefits, as we'll explore now.

Benefits of managing contracts in Quickbooks with Juro

Find out more about Juro’s QuickBooks integration

Juro makes contract management effortless — and when combined with QuickBooks, it closes the loop between contracts and cash flow. To learn how to set up the integration and start automating your workflow, book a demo with our team today.

Frequently asked questions

Does QuickBooks manage contracts?

Not on its own. QuickBooks is built for accounting and invoicing, not for drafting or managing legal documents. However, by integrating QuickBooks with Juro, you can manage contracts and invoices together seamlessly.

Can you send contracts through QuickBooks?

No. QuickBooks doesn’t support sending or signing contracts. You’ll need a dedicated contract management platform like Juro to handle that process — and integrate the two to sync data automatically.