SimplySub's QuickBooks Online integration helps subcontractors keep their job management and accounting workflows connected without entering the same information twice. Once connected, SimplySub can automatically send supported financial records to QuickBooks Online and keep them updated as changes are made.
What this Feature Spotlight covers
This walkthrough covers the initial QuickBooks Online setup and the tools available for managing the integration.
- Connecting your QuickBooks Online account from SimplySub Admin Settings
- Mapping SimplySub products and services to matching QuickBooks items
- Creating missing products or services in QuickBooks directly from the mapping screen
- Creating SimplySub products from existing QuickBooks items
- Configuring default accounts and items for records that do not have a direct match
- Automatically syncing estimates, invoices, payments, and supported updates
- Manually pushing an individual record to QuickBooks when needed
Why it matters
Running field operations in one system and accounting in another can create a lot of duplicate work. The QuickBooks Online integration helps reduce that double data entry by automatically creating and updating supported QuickBooks records as work is completed inside SimplySub.
Syncing is designed to happen near real time, so your accounting records can stay closely aligned with the work your team is doing in SimplySub.
Built to stay simple
Connecting the two systems only takes a few steps. Product mapping is optional, but SimplySub provides tools to search, filter, create, and map products from either system to make setup easier. Once configured, most synchronization happens automatically in the background, while the manual Push to QuickBooks option remains available when you need immediate control over a specific record.