Sync your projects with QuickBooks Online
Eliminate manual data entry and keep your financial records perfectly synchronized with automated invoice and payment processing.
How to get started
Setting up the QuickBooks integration takes just a few minutes and requires admin access to your QuickBooks Online account.
Navigate to Integrations
Go to your Account Settings and click on the Integrations tab.
Connect QuickBooks
Click 'Connect to QuickBooks' and authorize the connection in your QuickBooks Online account.
Configure Settings
Set up field mappings and choose which data to sync automatically.
Test the Connection
Run a test sync to ensure data flows correctly between systems.
What gets synchronized
The integration handles the most common accounting workflows automatically, with full audit trails for compliance.
Invoice Synchronization
Automatically create and update invoices in QuickBooks when contracts are approved.
Payment Processing
Sync payment receipts and draw requests with QuickBooks payment records.
Change Order Tracking
Keep change orders and contract amendments synchronized between systems.
Audit Trails
Complete logging of all integration activities for compliance and troubleshooting.
Troubleshooting
Common issues and their solutions. If you need help, our support team is here to assist.
Connection fails during OAuth
Ensure you're logged into QuickBooks Online with admin access and that your QuickBooks company is active.
Data not syncing
Check the integration logs in Account Settings and verify your field mappings are correct.
Webhook events not processing
Confirm your QuickBooks webhook endpoint URL is correctly configured in the integration settings.