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Features / QuickBooks
Connect QuickBooks Online once and your clients, price list, estimates, invoices, and payments come across. No exporting, no column matching, no retyping a client list you built over five years.
Included in the $19/month plan. No card required.


Clients, your line-item library, estimates, invoices, and the payments applied against them. Pick what you want and watch the count climb.
The connection reads. It never creates, changes, or deletes anything in your books, and it never emails your clients about an old invoice.
Every imported record remembers where it came from. A second import skips what already came across instead of doubling it.
Related features
Client Management and CSV Import →Client Requests and Google Reviews →Bilingual Pro App: English & Spanish →Customers become clients, items become your line-item library, and estimates, invoices, and payments come over with their line items, tax, and totals. You choose which of the five to bring.
No. The connection is read only. We ask for the accounting scope, we never write back, and nothing in your books moves.
No. Imported invoices and estimates come in with reminders switched off, so nobody hears from us about work you finished two years ago.
We keep your QuickBooks number when it is free. When it collides with one you already have, we add a suffix and list the rename in the import summary.
Settings, then Integrations, then Disconnect. That revokes our access at Intuit and deletes the stored credentials. Everything already imported stays yours.
Not today. The connection is for QuickBooks Online. For Desktop, export a CSV and use the client import instead.
Try every feature for 14 days. See how it fits the way you work.
No card required · $19/month after · Cancel anytime