Connect QuickBooks to the
Rest of Your Business.
Your sales happen in one system and your books live in QuickBooks, so someone rekeys invoices, customers and payments between them and then reconciles the differences. We build the connection that keeps both sides in step, with clear rules about which system owns each piece of information.
Signs This Is Costing You
Invoices typed twice
A job is closed in your operations or CRM software, then the invoice is created again by hand in QuickBooks.
Payments that do not match
A payment shows as received in one system and still open in the other.
Customer lists drifting apart
New customers are added in one place and forgotten in the other, or added twice with slightly different names.
Month end takes too long
Closing the books means chasing differences between QuickBooks and the system where the work happened.
Your bookkeeper is the integration
An accountant or bookkeeper spends paid time copying data instead of reviewing it.
An app that almost fits
You tried a ready-made connector, but it misses a field, a tax rule or a workflow you depend on.
What It Actually Costs
Rekeying is the visible cost. Reconciling the mistakes it creates is often larger and harder to measure. This illustration counts only the rekeying.
- 1 person
- doing the work
- 8 minutes
- each time
- 45 times a week
- across everyone
- $40 an hour
- loaded cost per person
About 6 hours a week, or $11,040 to $12,480 a year
How a QuickBooks Integration Works
A reliable integration is mostly rules: who owns what, what happens on a conflict and what happens when something fails.
Confirm your edition
QuickBooks Online offers an API for connected apps. QuickBooks Desktop connects differently and usually needs a computer running Intuit’s connector software. The edition shapes the whole design.
Decide who owns each field
For example, customers may be created in the CRM and invoices in operations software, while payments are recorded in QuickBooks. Each field gets one owner.
Build for failure
Every sync is logged and retried safely, so a dropped connection never creates a duplicate invoice or silently skips a payment.
Test, then hand over
We test against a QuickBooks sandbox or copy company file before touching your live books, and you get documentation of every rule.
Before and After
An illustration of a common workflow, not a client project.
A service company marks jobs complete in its scheduling software. Each evening the owner creates matching invoices in QuickBooks Online and marks payments received by comparing two screens.
A completed job creates the invoice in QuickBooks automatically with the right customer and items, and payments recorded in QuickBooks show as paid in the scheduling software. Anything that does not match a customer is sent to the owner to confirm.
Custom Integration or a Ready-Made App?
A custom integration makes sense
- Your other system is custom or has no QuickBooks app
- You need rules the available apps do not support
- Volume makes errors and rework expensive
- Several systems need to agree with your books
A ready-made app is probably enough
- A well-reviewed app already connects both systems
- You only need a simple one-way export
- A handful of transactions move each month
- Your accounting process is about to change
Typical Starting Points
Work is priced by scope, not by the hour. You get a written scope with a fixed price before anything starts, and larger builds are split into milestones. The ranges below show where engagements typically start.
See Starting Prices
| Engagement | When it fits | Investment |
|---|---|---|
| Automation Opportunity Review | You know the workflow hurts, but not yet what, if anything, to build: one workflow reviewed, with the smallest worthwhile fix in a written action plan. | $495 fixed fee |
| Quick Win Automation | One tightly bounded problem with a clear finish line. | From $1,500 |
| Core Automation or Integration Build | Workflows and system connections the business runs on, priced in a written scope. | From $5,000 |
| Operations Automation Partnership | After a build: monitoring, maintenance, vendor and API changes, and small improvements. | From $750 / month |
Hosting, domains, licenses, subscriptions, and processing fees stay in accounts you own and are billed to you directly by each vendor whenever practical. Where we must place an approved charge on your behalf, that amount is collected before we incur it.
After the Build
Every build ends with documentation and a handoff, so your team can run it. If you would rather not, a monthly partnership covers monitoring, vendor and API changes, and small improvements under its own written agreement.
See Partnership LevelsServices and Decisions Behind This
Before You Ask
- Do you work with QuickBooks Online and QuickBooks Desktop?
- We can work with both, but they connect in very different ways. QuickBooks Online is usually simpler to integrate. The review confirms which edition you use and what it allows before anything is priced.
- Will this change how our accountant works?
- It should reduce the copying, not the review. We agree the rules with whoever keeps your books, and nothing is posted to accounts they have not approved.
- Is our accounting data safe during the build?
- Development and testing happen against a sandbox or a copy company file first. Access uses accounts you control, and credentials are returned or removed at handoff.
- What happens when QuickBooks or the other system changes?
- Vendors update their APIs over time. You can maintain the integration yourselves from the documentation, or a monthly partnership covers vendor and API changes.
- Do you provide bookkeeping or tax advice?
- No. We build the connection between systems. Accounting treatment, tax and bookkeeping decisions stay with your accountant.
QuickBooks is a trademark of Intuit Inc. T&C Group Holdings, LLC is not affiliated with or endorsed by Intuit.
Figures on this page are illustrations based on the stated inputs, not client results, and are not a promise of savings. We do not guarantee any particular business, time-saving or technical outcome. This page is a summary for convenience; our Terms of Service govern.
Full terms: Terms of Service
What Needs to Talk to QuickBooks?
Tell us which system, which edition of QuickBooks and what gets retyped today. We will tell you whether a custom integration is worth it.