QuickBooks
Get a job into the company's existing QuickBooks file, or download a CSV today.
Demo walkthrough
Silent · sample data · Northfield demo · fictional
Integrations
QuickBooks Online
Connect the company's existing QuickBooks file.
- Intuit client IDMissing
- Company connectionNot connected
Caption 1 of 3
Connect stays off until the live connection is configured for the company.
- Connect stays off until the live connection is configured for the company.
- Until then, the office can export purchase orders, change orders, and a QuickBooks invoice CSV.
- You confirm a send for one job. Draft invoices stay here, and a later send skips records already linked.
How it works
- Step 1Turn the connection on, then confirm a send for one job
- Step 2Sent invoices, bills, and purchase orders go over. Drafts stay
- Step 3Until the connection is on, download the CSV instead
What sync means here
Sync is a connection you turn on, then a send you confirm for one job. Girderline does not silently copy every edit into QuickBooks.
A send creates or reuses the job's customer, invoices that are already sent, vendor bills, and purchase orders. Draft invoices stay in Girderline. Sending the same job again skips records that are already linked.
What works before the connection is on
The live connection has to be configured for your company before Connect is available. Until then, CSV export still works, including a QuickBooks invoice CSV, purchase orders, and change orders.
Access and refresh tokens for a connected company are sealed with AES-256-GCM. Write to sales@girderline.com if you want the live connection set up. QuickBooks and calendar export are listed with Pro on the pricing page.