QuickBooks integration for small businesses
Connect QuickBooks to your CRM, job software, stock system or online store so nobody retypes customers, jobs and invoices.
Brokerage command center
Concept for a 40-agent real estate brokerage · Real estate
A 40-agent brokerage closes around 300 deals a year. The numbers live in three places: the CRM, the MLS export and QuickBooks. Every Monday the managing broker spends half a day stitching them into one report.
- Live pipeline. Every deal by stage with value and days in stage, pulled from the CRM.
- Agent leaderboard. Listings, sales and commission per agent, updated hourly.
- Stuck deal alerts. Deals that sit too long in one stage are flagged with their owner and a next step.
- Commission calculator. Splits are calculated from the agreed rules and checked against QuickBooks.
4 hsaved every week
1set of numbers
Hourlyupdates, no exports
3 to 6 weeks · Starter app, from $5,000 · Read the full case study
Where your current software falls short.
QuickBooks should stay your financial source of truth, but staff often copy customers, quotes, jobs and payments into it by hand after the work is done elsewhere. That causes delays, duplicate customers and invoices missing job details.
Add the missing piece.
We connect your other tools to QuickBooks using the access your plan allows. Every field has a clear owner, records are checked before they are written, duplicates are blocked and anything that fails goes to a short list for a person to fix.
- CRM and QuickBooks synchronization
- Field-service software to QuickBooks handoff
- Jobber custom workflow integration
- Customer and invoice synchronization
- Estimate or completed-job handoff
- Duplicate protection
- Failure queue and safe replay
- Reconciliation reporting
The tools you already use.
What we can connect depends on each tool's API and your plan. We check this before agreeing a price.
What your team would see every day.
A sample screen built around this exact work: live numbers, what needs attention today and alerts before anything slips. Sample data, shaped around your team on the first call.
- CRM and QuickBooks synchronization
- Field-service software to QuickBooks handoff
- Jobber custom workflow integration
- Customer and invoice synchronization
Concept screen · sample data
Simple prices. No surprises.
You see your app before you pay for it, and the price is fixed before we start. See full pricing →
- 01
Free call
30 minutesYou tell us how the work happens today. We tell you honestly whether to build, buy or configure.
- 02
Clickable demo
$750 · 1 to 2 weeksYou click through your own app before paying for the build. The $750 is credited toward the build.
- 03
Build
From $5,000 · 3 to 10 weeksFixed price, agreed in writing. You see working software every week.
- 04
Care
Optional · $200/monthHosting, backups, fixes and small changes. Or run it yourself: you own the code.
What people ask before hiring us.
Can you connect our CRM to QuickBooks?
Usually yes. We map customers, quotes, invoices and payments, then check what your accounts allow.
Will this replace our accountant?
No. It removes the copying. Your accountant still handles the books and tax.
Can every QuickBooks task be automated?
No. Some steps should stay manual or need approval. We will tell you which.
What happens if a sync fails?
It is logged, never duplicated on retry, and added to a list for a person to fix.
More examples of this work.
- /Add-on · HVAC, cleaning and field serviceField service problem boardAn add-on that puts every late job, missing part, unassigned call and unbilled visit on one board, each with an owner.15 min to assign an urgent call · target
- /Internal tool · HR, operations and finance teamsRequests and approvals appEquipment, leave and purchase requests routed to the right manager, approved in one click and recorded forever, instead of an Excel sheet and email chains.600 h staff time saved a year · target
Have a problem like this? Let’s build what’s missing.
Tell us how your team works today. We reply within one business day with an approach and a price range.