We connect QuickBooks to the systems that create your invoices, bills and customers, so entries arrive once and correctly. We also build the reports and checks that make month-end shorter. The scope is written down and agreed before we start.
Tell us what you needSee example projectsWhat businesses on QuickBooks tell us before a project starts.
Each one is a working piece you can open and check when it's done.
Completed jobs, quotes or orders from your field or CRM software create the matching customer and invoice in QuickBooks Online.
QuickBooks, Xero and HubSpot integrationsDuplicates found, merged and the naming made consistent, with a log of every change so it can be reviewed.
Python scripts and utilitiesSupplier invoices and receipts read from email or uploads and entered as draft bills for someone to approve.
PDF and document data extractionQuickBooks data pulled on a schedule into Google Sheets, Power BI or a dashboard, with the numbers laid out the way you review them.
Dashboards and reporting ETL and data pipelinesStripe, Shopify or bank payouts matched to invoices so deposits are applied and the books agree with the bank.
QuickBooks, Xero and HubSpot integrations Stripe integration and billingRules for categorising, class or location tagging and approvals, built around how your business is organised across sites.
API integrations and data syncWhat we connect it to: Stripe, Shopify, HubSpot, Salesforce, Google Sheets, Power BI, Zapier.
Industries that use it: Accounting, HVAC, Plumbing, Logistics.
Full detail: QuickBooks, Xero and HubSpot integrations.
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Example: an HVAC company wants each closed work order to become a QuickBooks invoice with the right customer and items, ready for the office to review.
Job software API, QuickBooks OnlineExample project
Example: a finance team wants QuickBooks Online figures copied into its own database every hour, so reports run without logging in to QuickBooks.
QuickBooks API, Postgres, scheduled jobsExample project
Example: an owner of several auto centers wants sales and expenses by location in one sheet each Monday, without exporting five reports.
QuickBooks API, Google Sheets, Apps Script
Example build
Python, FastAPI, QuickBooks Online API (OAuth 2.0), webhooks, PostgreSQL, Docker
Mostly QuickBooks Online, which has an API. If you are on Desktop, we say what is realistic before agreeing a scope.
Only what we agreed, and only in the way agreed. Where possible we create drafts for your bookkeeper to approve.
Yes, and we prefer it. We ask them how the accounts are set up so the integration follows their rules.
Tell us which system creates the invoices and what is retyped today. We reply with questions or a written scope.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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