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QuickBooks Integration

Sync invoices and customers with QuickBooks Online

Connecting QuickBooks

1

Go to Settings → Integrations

2

Click "Connect QuickBooks"

3

Sign in to your QuickBooks account

4

Authorize the connection

5

Configure sync settings

What Syncs

👥

Customers

Two-way sync of customer records

📄

Invoices

Push invoices to QuickBooks

💳

Payments

Sync payment records

📦

Products/Services

Sync pricebook items

Sync Settings

Sync Mode

Automatic or manual sync

Frequency

Real-time, hourly, or daily

Conflict Resolution

Rules for data conflicts

Account Mapping

Map to QBO accounts

Sync Direction

ServiceCrew → QuickBooks

  • • New invoices
  • • Payment records
  • • New customers

QuickBooks → ServiceCrew

  • • Customer updates
  • • Payment status
  • • Account balances

Troubleshooting

Connection failed?

Check connection status in Settings

Sync errors?

Review sync logs for details

Auth expired?

Re-authorize the connection

Pro Tip

Enable real-time sync to keep your books always up to date. This eliminates end-of-day data entry and ensures your financial reports are always accurate.