Surfe & QuickBooks
Month-end made easier: Surfe documents flow to QuickBooks
GetMyInvoices retrieves invoices and receipts from Surfe on a schedule you set and sends them to QuickBooks, ready for month-end closing.
Why connect Surfe with QuickBooks?
GetMyInvoices connects to your Surfe account, automatically retrieves your invoices and receipts, and passes them on ready for booking to QuickBooks. You no longer need to log in to Surfe manually, and your receipts land directly where your accounting works with QuickBooks. One connection covers every Surfe account and every recurring billing period.
- Automatic retrieval to QuickBooks: connect Surfe once, never log in for an invoice again.
- Booking-ready in QuickBooks: the PDF plus the structured data your accounting needs.
- Built for many accounts: agencies, IT service providers and tax firms in one dashboard.
Over 20,000 businesses rely on GetMyInvoices
From Surfe to QuickBooks automatically
Three things happen automatically once Surfe is connected, so your invoices reach QuickBooks without manual work.
Retrieves every Surfe invoice
GetMyInvoices logs in to Surfe Cloud and Robot on a schedule and downloads each new invoice for you, including past invoices still available in your account.
Captures the data, not just the PDF
Each invoice is read, sorted and enriched with structured fields like invoice number, date, net, gross and VAT, then archived in a GoBD-compliant way.
Delivers your invoices to QuickBooks
Invoices and their data are exported to QuickBooks, ready for your tax advisor to book. No re-typing, no missing receipts.
Proven performance by GetMyInvoices
''From Surfe login to QuickBooks in four steps''
Set it up once. After that, every Surfe invoice finds its way into QuickBooks on its own.
- 1
Connect your Surfe account
Add Surfe in GetMyInvoices and enter your login once. The connection is stored securely and used only to fetch your invoices.
- 2
Invoices are retrieved automatically
GetMyInvoices logs in for you on a schedule and downloads every new Surfe invoice as a PDF plus structured data. No manual login required.
- 3
Data is prepared for booking
Each invoice is sorted, validated and enriched with the fields your accounting needs, then archived in a GoBD-compliant way.
- 4
Export to QuickBooks
Invoices and their data are exported to QuickBooks on your export schedule, ready for your tax advisor to book.
Surfe also exports to these systems
Your Surfe login stays protected
From the Surfe login to the QuickBooks export, we treat your credentials and your invoices accordingly.
Encrypted, or no password at all
Your Surfe login is stored encrypted and cannot be viewed by GetMyInvoices staff. Prefer to store no password? Bring your Surfe invoices in by email instead, through a dedicated GetMyInvoices inbox.
Hosted in Germany, GDPR
GetMyInvoices is GDPR-compliant and hosted in Germany. All data is transferred over HTTPS.
GoBD-compliant archive
Every Surfe invoice is archived in a GoBD-compliant way, with the original document kept alongside its data.
About Surfe & QuickBooks
Surfe
Surfe is a sales enablement tool that connects CRM systems with LinkedIn. Subscription invoices are generated for the features used, which need to be included in accounting. Automated downloading eliminates the need for manual login and ensures complete receipts.
QuickBooks
QuickBooks is the integration that receives your Surfe invoices and receipts. GetMyInvoices downloads them automatically and hands them over ready to book — no manual downloading needed.
GetMyInvoices sits between Surfe and QuickBooks: it downloads the invoice at Surfe and delivers it to QuickBooks, ready to book.
Frequently asked questions about Surfe, QuickBooks and GetMyInvoices
Connect your Surfe account in GetMyInvoices once. From then on, GetMyInvoices logs in for you on a schedule and retrieves every new invoice as a PDF plus structured data, without you opening the Surfe console again.
Your Surfe credentials are stored encrypted and cannot be viewed by GetMyInvoices staff. They are used only to retrieve your invoices. GetMyInvoices is GDPR-compliant, hosted in Germany, and transfers all data over HTTPS.
If a login stops working, for example after a password change, GetMyInvoices flags the connection in your dashboard and notifies you. You update the credentials once and automatic retrieval continues.
Yes. You can connect multiple Surfe Cloud and Robot accounts and manage them from one GetMyInvoices dashboard. This is built for agencies, IT service providers and tax firms handling many clients.
To QuickBooks and more than 50 further integrations such as Lexware Office, sevdesk, Addison, Google Drive and Dropbox. You can also export in formats like CSV, ZUGFeRD and X-Rechnung. Your Surfe invoices arrive booking-ready in the tool your accounting uses.
GetMyInvoices archives your Surfe invoices in a GoBD-compliant way and keeps the original document alongside the extracted data. GoBD-compliant does not mean GoBD-certified; please confirm the specifics for your setup with your tax advisor.
No. You can start retrieving and organizing your Surfe invoices in GetMyInvoices right away. The QuickBooks export is available once you or your tax advisor connect QuickBooks. Everything else works without it.
Alongside the original PDF, GetMyInvoices captures the structured fields such as invoice number, date, net and gross amounts and VAT, and passes them to QuickBooks so your tax advisor can book without re-typing.
Ready to automate your
Surfe invoices?
Try GetMyInvoices with no obligation and start collecting your Surfe invoices automatically, straight into QuickBooks.