Keep Your Sales Ledger and Bank Records in Sync Without Double Entry.
Publish invoices, credit memos & payment receipts from operations straight into QuickBooks Online — with inbound payment updates flowing back to your CRM within minutes.
Overview
Manual double entry between your field management platform and your accounting ledger wastes hours and introduces costly human error. This native integration bridges field operations and the back-office books: from the moment an invoice is generated to the second a payment clears by card, check or online gateway, both platforms stay in lockstep.
Paid is paid, in both systems
- Invoices paid inside the platform push their payment receipts to QuickBooks Online automatically.
- Payments recorded directly against an open invoice in QuickBooks are detected within minutes and flip the customer invoice to paid.
- Partial payments from QuickBooks Online are handled automatically.
Flexible deposit routing
Deposit collected payments straight into your operating bank account, or route them to undeposited funds for batch grouping that matches your bank feed.
Document life-cycle tracking
Non-zero invoices, credit memos, voided transactions and refunds push automatically. A 10-minute stabilization hold keeps mid-edit drafts from transmitting early, and the pending records dashboard force-uploads on demand.
Gateway & audit tracing
Stripe charge and refund IDs are truncated to the last 21 characters to respect accounting field limits while preserving full cross-system traceability.