Is your team still keying data into QuickBooks by hand?
We connect QuickBooks with your CRM, online store, payment gateway, or operations system so customers, invoices, and payments sync on their own, following rules your accountant approves.
We build on the official QuickBooks Online API. For QuickBooks Desktop, we evaluate your case during the audit.
Signs it's time
They all share the same root cause: two systems that don't talk and a person acting as the bridge.
Double entry
The same customer, invoice, or payment gets typed twice: once in your system and again in QuickBooks.
Slow month-end close
Reconciliation takes days because bank, gateway, and QuickBooks payments don't match on their own.
Errors that surface too late
An invoice with the wrong amount, or a duplicate, that nobody catches until the customer or your accountant does.
Reports that don't agree
Sales says one number, QuickBooks says another, and nobody knows which is right.
What we connect
Every integration is designed around your real workflow and your chart of accounts, not a template.
CRM and sales
Customers, accepted quotes, and won deals become customers and invoices in QuickBooks.
Online store and payment gateways
Orders and payments from Stripe, Square, PayPal, or your store are recorded and applied to the right invoice.
Operations and work orders
When a job closes in your system, the invoice is created automatically with the right line items.
Vendor bills
Combined with our document processing, the invoices you receive are read and entered as bills ready for approval.
Consolidated reporting
QuickBooks data and data from your other systems in one dashboard, so nobody exports spreadsheets every week.
Visible errors, not silent ones
Every sync is logged, with automatic retries, duplicate prevention, and alerts when something needs human review.
How we implement it
With your accountant in the conversation from the start.
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Step 1
Data map
What information leaves each system, what goes into QuickBooks, and when.
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Step 2
Accounting rules
Accounts, taxes, classes, and locations defined and approved with your accountant before any code is written.
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Step 3
Integration and testing
Built on the QuickBooks API and tested in an Intuit sandbox with real, anonymized data.
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Step 4
Go-live and monitoring
Launch with monitoring on every sync, and support for changes when your operation changes.
Accounting and banking integrations in production
We've built accounting systems and banking integrations that move real money every day. We know that in accounting a silent error costs more than a visible one, and we design for that.
- Custom accounting systems
- Banking integrations
- Recurring payments and memberships
- MLM platforms with commissions and payouts
How we get started
Small integrations can often be quoted at a fixed price right after the free audit. Paid discovery is reserved for integrations spanning several systems or complex rules.
Frequently asked questions
Do you work with QuickBooks Online or Desktop?
Mainly QuickBooks Online, through Intuit's official API. QuickBooks Desktop can also be integrated, with more limitations; we evaluate it during the audit and tell you whether it makes sense.
Does my accountant have to change anything?
Not in how they work. What we do is define the accounting rules with them before building, so everything that lands in QuickBooks is classified correctly.
What happens if a sync fails?
Every operation is logged. The system retries automatically, prevents duplicates, and sends an alert when something needs human review instead of failing silently.
Why not just use a connector like Zapier?
For simple, low-volume flows a connector may be enough, and we'll tell you so. A custom integration pays off when there are accounting rules, volume, business-specific data, or a need for reliable reconciliation.