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Integrations · QuickBooks
QuickBooks that stays in sync with the field and the office
Accounting is where re-keying hurts most. We connect QuickBooks to your CRM and project tools so jobs, customers and invoices line up without spreadsheets in between.
A QuickBooks integration for contractors keeps customers, jobs and invoices consistent between QuickBooks, the CRM and project management tools like Procore, so billing reflects the work actually done and nothing is entered twice.
What stays in sync
Customers and jobs
Jobs created from won work land in QuickBooks with matching customer records.
Invoices and payments
Billing status flows back to the CRM and project tools so everyone sees what's paid and what's outstanding.
Cost codes
A single mapping of cost codes so reports compare like with like.
Dashboards
Receivables, job costs and margins feed Power BI from the same numbers.
How a project runs
- Assessment. We map your systems, editions and where data is re-keyed today.
- Fixed quote. A written scope and price before build work starts.
- Build and test. Official APIs, tested against your real workflows.
- Go live and support. Training for your team and support after launch.
Often connected with
Frequently asked questions
QuickBooks Online or Desktop?
Both are common in contracting. Online has the most flexible API; for Desktop the approach depends on your version, which we check in the assessment.
Do we have to replace any of our systems?
No. The point is to keep the tools your team already knows and connect them, so a job, customer or invoice is entered once and appears everywhere it's needed.
How does a project start?
With a short call and an assessment of your current setup: which systems you run, which editions, where data is re-keyed today, and what the APIs allow. You get a fixed quote before any build work starts.