QuickBooks integrations
Contractor apps that integrate with QuickBooks
Your job app and QuickBooks have to agree. When they do not, I find out why and fix the books.
What usually goes wrong
When an app and QuickBooks disagree, it is almost always one of these six.
The connection
The link between the apps is broken, expired, paused, or tied to the wrong QuickBooks company.
The mapping
The link works, but things land in the wrong account, item, class or project.
Duplicates
The same customer or vendor exists twice, so history splits in two.
Sales tax
Tax rates have different names or amounts in each program, so totals drift.
Invoice numbers
A number already used in QuickBooks blocks an invoice from syncing.
Payments and deposits
Payments, fees and bank deposits do not tie back to the invoices.
Apps I work with
Tap an app to see how it connects to QuickBooks, what I check, and the questions people ask most.
Buildertrend
Cost codes, bills, invoices and jobs from Buildertrend landing correctly in QuickBooks.
Jobber
Duplicate clients, item names, taxes and sync errors between Jobber and QuickBooks Online.
Housecall Pro
Sync alerts, duplicate invoice numbers, tax rates and customer setup between Housecall Pro and QuickBooks Online.
ServiceTitan
Export errors, item and account mapping, and duplicate invoice numbers between ServiceTitan and QuickBooks.
Knowify
Default accounts, projects and sub-customers, tax differences and sync errors between Knowify and QuickBooks.
Procore
Projects, vendors, owner invoices and connector requirements between Procore and QuickBooks Online.
How I help
I look at what your app sent
I check what landed in QuickBooks against what your app says it sent.
I find the cause
Is it the connection, the mapping, a duplicate, a tax setting, or something else?
I fix the books
Then I tell you what to change in the app, or what to ask its support team.
Common questions
Why does my app have a customer I cannot find in QuickBooks?
Usually one of two things. The record never synced, or it synced under a slightly different name and created a duplicate. I trace which one it is.
Can duplicate customers be merged?
Yes. Intuit says to decide which profile to keep, and that sub-customers or projects have to be separated from the customer before you merge. Merged customers are removed from your list, so the order of the steps matters.
Do I have to switch apps to work with you?
No. I work with what you already use.
What if my app is not listed here?
Plenty of tools sit next to QuickBooks, including Contractor Foreman, FieldEdge, Simpro and Service Fusion. If yours is not listed, book a discovery call and tell me what you use.
Not sure what is going wrong?
Book a discovery call and tell me what you are seeing. We will talk through where your books stand and what would help.
Buildertrend, Jobber, Housecall Pro, ServiceTitan, Knowify, and Procore are trademarks of their respective owners. Harmony Accounting & Bookkeeping Services is an independent bookkeeping firm. It is not affiliated with, endorsed by, or sponsored by any of them, or by Intuit Inc.