Connection Setup

CompanySync + QuickBooks

Connect your QuickBooks account to CompanySync. Store your credentials securely and prepare for upcoming invoice and payment sync — full two-way sync is on the roadmap.

What this integration does for you

  • Store your QuickBooks credentials (OAuth + Realm ID) securely in CompanySync settings
  • Lays the groundwork for future invoice and payment sync — coming soon
  • Manage all job data inside CompanySync while keeping QuickBooks for accounting
  • Avoid switching between two systems for job costing and invoicing
  • Full two-way sync is on our roadmap — contact us to get early access
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