Custom software that works with QuickBooks
QuickBooks Online is where the books get done. The problem is usually the double handling between the job and the invoice. A connection removes it.
Discuss your projectJobs a QuickBooks connection can take off your plate
- Completed jobs raise invoices in QuickBooks automatically, ready for review
- Payments received update the job and notify whoever needs to know
- New customers created once in your app appear in QuickBooks as well
- A margin report combines job costs from your app with QuickBooks figures
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Intuit's QuickBooks Online API handles customers, invoices, estimates, payments and items, with webhooks for changes. The connection uses OAuth, approved by you inside QuickBooks.
Good to know
- This applies to QuickBooks Online. QuickBooks Desktop is a different and harder integration.
- We set the rules for tax codes and item mapping up front so invoices land correctly.
Often connected alongside
Enquiries, quotes and customer activity landing in HubSpot without anyone retyping them.
Microsoft 365Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
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