QuickBooks connection

QuickBooks Online connects by OAuth rather than pasted keys, so it lives in its own card with its own status and item mapping.

What it is

A separate section inside the Integrations tab because the flow differs from the paste-credential services: it redirects to Intuit and returns on a callback, and its status comes from its own endpoint. It brings item mapping and sync status with it, and can be hidden by the platform owner like the other services.

Also called: accounting · QBO · sync to quickbooks · bookkeeper

See it
QuickBooks Online
QuickBooks Online

Sync customers, estimates, invoices, change orders, and payments with QuickBooks Online. When connected, your platform Send-Invoice button creates and sends the invoice through QB so your accountant sees it in real time.

Connected
Company
Yoder Post-Frame Buildings LLC
Plan
Essentials
Upgrade to Plus for per-job profitability (Class tracking) and native ChangeOrder support.
Environment
Production
Realm ID
9341780255106634
Connected
Mar 12, 2026, 9:04 AM
Last synced
Aug 26, 2026, 7:41 AM
Disconnect QuickBooksOpen QuickBooks ↗
The QuickBooks section with its Connect / Connected state and the item mapping table underneath. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1The card renders from /api/quickbooks/status rather than the shared integrations status.
  2. 2Connect redirects to Intuit and returns via callback.
  3. 3Item mapping ties platform line items to QuickBooks items.
Why we built it

The code comment explains the split: OAuth-based rather than paste-creds, so 'the UI flow is different (redirect to Intuit, return on callback) and the data shape comes from /api/quickbooks/status, not the shared endpoint'. Forcing it into the shared card shape would have made both harder to reason about.

The problem
  • Invoices had to be re-entered into the accounting package by hand.
Sound familiar?
What you get
Connecting accounting is a redirect, not a key hunt.
Line items map once and stay mapped.

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

or keep browsing features →