Customers
New customers and changes synced between your CRM and QuickBooks.
QuickBooks integration
QuickBooks Online integration with your CRM or internal system
If your team types the same customer, estimate or invoice into two systems, you need an integration, not more admin time. We connect QuickBooks Online to your CRM, website or internal tools so a record is entered once and stays correct everywhere.
Scope
What we connect to QuickBooks
Two-way sync where it matters, one-way where it is safer.
Estimates & invoices
Estimates and invoices created in the CRM appear in QuickBooks with the right items and taxes.
Payments
Payment status flows back to the CRM, so the office sees who has paid.
Items & price lists
Products and services kept in sync so line items always match.
Job costing
Expenses and payments mapped to projects for per-job profit.
Error handling
Failed syncs are logged and retried, with a clear report for the bookkeeper.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a QuickBooks integration cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after a short review of your current setup.
We have built QuickBooks integrations in production for a US field service company. Use the configurator to see a range for your scope.
Open the configurator- One-way sync (e.g. invoices from CRM to QuickBooks)
- $5,000 – $8,000
- Two-way sync of customers, estimates and invoices
- $8,000 – $15,000
- Integration as part of a new CRM
- + $2,500 – $10,000
FAQ
Questions we are asked most
Do you work with QuickBooks Desktop?
Our main experience is QuickBooks Online through its official API. Desktop setups are reviewed case by case.
Can you integrate QuickBooks with a system we already have?
Yes, if the system has an API or database access. We start with a short technical review and a written scope.
How long does it take?
A focused integration usually takes 1–4 weeks including testing on a sandbox company.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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