QuickBooks Online
The ledger we work inside. You own the file. We keep it accurate and reconciled. We never move your books to a platform you do not control.
Integrations
Your Tools Are Fine. We Make Sure They Agree With Your Books.
You already use Jobber, or ServiceTitan, or Housecall Pro. You are not switching. We work inside your existing QuickBooks Online file and reconcile every tool in your stack against it. We map your jobs, invoices, payroll, and bank feeds so your numbers are accurate, your job costing works, and your CPA is not cleaning up a mess come tax time.
Quick answer
- We connect and reconcile your field-service management tool to QuickBooks Online on the Crew plan and up.
- Keep every tool you already use. We do not ask you to switch platforms or add new software.
- Bank feeds, card processors, and merchant deposits are matched and reconciled as part of every monthly close.
- Payroll integration and 1099 subcontractor tracking are included on the Shop plan.
How we connect your tools to QuickBooks
Most integration problems in contractor bookkeeping start the same way: a sync gets turned on, transactions flow in, and nobody reconciles them. Duplicate income, unmatched deposits, and uncategorized expenses pile up until the balance sheet is wrong. We do it differently. Every connected tool is a source to be reconciled against your bank, not just a feed to accept and hope for the best.
- Field-service management tools (Jobber, ServiceTitan, Housecall Pro) are mapped to matching QuickBooks items so revenue by job type is clean.
- Bank and card feeds are reviewed and matched, not auto-accepted, so coding is correct and duplicates are caught.
- Merchant processor deposits and fees are broken out and reconciled so gross revenue and net deposits both tie.
- Payroll runs are posted to the correct cost accounts so labor shows up in job costing, not just as a lump expense.
What we do not do
We are a bookkeeping service, not a software integration vendor. We do not build custom API connectors, resell software subscriptions, or manage your Jobber or ServiceTitan account settings. Our job is to take the data your tools produce and make sure it lands correctly in QuickBooks every month. If a sync breaks or exports in the wrong format, we catch it during reconciliation and fix the books. We flag the issue to you so it gets corrected at the source.
Tools we connect and reconcile
We work with the software your shop already runs and reconcile each source into your QuickBooks Online file every month.
Jobber
We map Jobber invoices and payments to the correct QuickBooks income accounts so job revenue is accurate and deposits match. Included on Crew and up; available as an add-on on Truck.
ServiceTitan
We reconcile exported ServiceTitan job data against QuickBooks and catch any gaps between what ServiceTitan recorded and what the bank actually received.
Housecall Pro
Housecall Pro payments, service invoices, and customer deposits are reconciled to QuickBooks monthly so your revenue numbers match what actually hit your account.
Gusto and payroll
Gusto payroll journal entries are posted and reconciled to QuickBooks on the Shop plan. Labor costs are mapped to the right expense accounts so job costing is not thrown off by payroll timing.
Bank and card feeds
We review every bank and credit card feed, match transactions to the correct accounts, and reconcile the balance to the statement every month. Nothing is auto-accepted without review.
Card and merchant processors
Stripe, Square, and similar processor deposits are split into gross revenue and processor fees. Both sides are reconciled so your income is not understated and your margin is accurate.
Bill pay and AP tools
Bill.com, Melio, and similar AP tools are reconciled against QuickBooks so vendor payments, outstanding bills, and your cash balance all agree.
Where contractor integrations usually break down
Auto-sync left unreconciled
Turning on a sync between Jobber or ServiceTitan and QuickBooks does not mean the books are correct. Duplicate transactions, wrong account mappings, and missed voids build up fast. We reconcile every account every month so the problems do not compound.
Merchant fees buried in gross revenue
When Stripe or Square deposits hit QuickBooks as a single net number, gross revenue is understated and the processor fee disappears. Over a full year, that creates real margin reporting errors. We split and reconcile both sides of every deposit.
Payroll not mapped to job costing
Payroll posted as a single lump expense does not tell you what labor cost per job or per crew. On the Shop plan, we map payroll to the correct cost accounts in QuickBooks so job costing reflects actual labor, not just a total wages line.
Which plan includes which integrations
- Truck, solo operator, 1 to 2 accounts, simple job tracking
- Crew, growing crew, job costing, FSM sync included
- Shop, payroll, 1099 subs, AR/AP, priority close
- Builder, multi-entity, high volume, custom mapping
Integrations FAQ
Do you connect Jobber, ServiceTitan, or Housecall Pro?
Yes. We reconcile all three to QuickBooks Online as part of our monthly close. We map job revenue, invoices, and payments to the correct QuickBooks accounts and catch any gaps between what the field-service tool recorded and what the bank received. FSM sync is included on the Crew plan and up, and available as an add-on on Truck.
Which plan includes field-service sync?
Field-service management sync to QuickBooks is included on the Crew plan and above. If you are on the Truck plan as a solo operator, you can add FSM sync. Request pricing during onboarding for the add-on rate.
Do I have to change the software I already use?
No. We work with your existing tools. We do not ask you to switch field-service management platforms, payroll providers, or banks. Our job is to reconcile the data those tools produce into your QuickBooks file every month.
Do you reconcile merchant fees and deposits?
Yes. Stripe, Square, and other processor deposits are split into gross revenue and processor fees and reconciled separately. That keeps your income figures accurate and stops processor fees from quietly eroding your reported margin.
Can you handle payroll integration?
Yes, on the Shop plan. We post Gusto payroll journal entries to QuickBooks, map labor to the correct cost accounts, and reconcile payroll against your bank each month. The Shop plan also includes 1099 subcontractor tracking. Payroll integration is not included on Truck or Crew.
Do I keep my QuickBooks file?
Always. You own your QuickBooks Online subscription and your data. We are added as an accountant user so we can do the work, but the file belongs to you. If you ever leave, your books go with you, fully reconciled.
Keep your tools. Get books that actually agree with them.
Trade-native categories, job costing, and an expert-reviewed close every month. You keep your QuickBooks file.