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.
We work inside your existing QuickBooks Online file and reconcile every tool in your stack against it. You do not switch software. We map Jobber jobs, ServiceTitan invoices, Housecall Pro payments, payroll runs, and bank feeds into QBO so your numbers are accurate, your job costing works, and your CPA is not cleaning up a mess at tax time.
Most integration problems in contractor bookkeeping come from the same place: a sync is 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 take a different approach. We treat every connected tool as a source to be reconciled against the bank, not just a feed to accept.
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 a file in the wrong format, we catch it during reconciliation and fix the books. We flag the issue to you so it can be corrected at the source.
We work with the software contractors already use and reconcile each source into your QuickBooks Online file every month.
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.
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 bookkeeping integration for contractors: we reconcile exported job data against QuickBooks and catch any gaps between what ServiceTitan records and what the bank received.
Housecall Pro payments, service invoices, and customer deposits are reconciled to QuickBooks monthly so your revenue numbers match what actually hit your account.
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.
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.
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.com, Melio, and similar AP tools are reconciled against QuickBooks so vendor payments, outstanding bills, and your cash balance all agree.
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 accumulate until reconciliation is done. We reconcile every account every month so problems do not compound.
When Stripe or Square deposits hit QuickBooks as a single net number, the gross revenue is understated and the processor fee disappears. Over a year, this creates real margin reporting errors. We split and reconcile both sides of every deposit.
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.
Yes. We reconcile all three to QuickBooks Online as part of our monthly close process. We map job revenue, invoices, and payments to the correct QuickBooks accounts and catch any gaps between what the FSM 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.
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.
No. We work with your existing tools. We do not require 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.
Yes. Stripe, Square, and other processor deposits are split into gross revenue and processor fees and reconciled separately. This keeps your income figures accurate and prevents processor fees from quietly eroding your reported margin.
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.
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.
Trade-native categories, job costing, and a CPA-reviewed close by the 15th. You keep your QuickBooks file.