QuickBooks App Store listing on its way

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CRM Connector for QuickBooks OnlineInvoices in the books, payments back in the field

Connect QuickBooks Online to CRM Connector Platform and keep it agreeing with Jobber: customers, invoices and estimates sync both ways. A Jobber invoice marked paid becomes a payment recorded in QuickBooks for the open balance, and an invoice paid in QuickBooks is settled in Jobber. Sparse updates and version tokens mean the platform never overwrites a change someone just made in QuickBooks.

  • Connect today, no listing needed
  • Two way where it truly works
  • 7 day free trial

Getting started

From connect to first sync with QuickBooks Online

The marketplace listing is on its way. You do not have to wait for it: the connect flow below signs you in, attaches the connection to your account and walks you through your first integration today.

  1. 1

    Connect QuickBooks

    Start the QuickBooks connect flow, sign in with Intuit, pick the company file. The platform is attached to that specific QuickBooks company.

  2. 2

    Connect Jobber

    Sign in to Jobber through the popup, or pick an existing Jobber app connection from the list so you never sign in twice.

  3. 3

    Confirm what syncs

    Customers are always on. Switch invoices and estimates on, choose two way per record type, pick which system leads, set the invoice trigger and the sync from date.

  4. 4

    Pick a plan and start

    Every plan starts with a 7 day free trial. Two way sync is included from the Growth plan. The first sync starts straight away.

What flows

What syncs into and out of QuickBooks Online

  • Customers, both ways

    First name, last name, company and billing address stay in step. QuickBooks display name rules, unique names and forbidden characters are handled for you.

  • Invoices, both ways

    Dates, status and total stay in step. Line items travel when the invoice is created and each system owns its own lines afterwards. QuickBooks numbers its own invoices, so the books never get conflicting numbers.

  • Payments, recorded properly

    A paid Jobber invoice becomes a QuickBooks payment applied to that invoice for the open balance, dated on the day it was paid. No fake payments and no double counting.

  • Estimates and quotes, both ways

    A QuickBooks estimate becomes a Jobber quote and the other way round. A quote approved in Jobber becomes an accepted estimate; a decision already taken in QuickBooks is never pulled back.

Integration pages

Everything that syncs with QuickBooks Online

Each pair has its own page with the full field mapping, the direction per record type and the limits the connected system imposes.

Plans and billing

Four plans, unlimited records

Billed monthly through Stripe inside the platform app. Every plan starts with a 7 day free trial, once per account. Prices in US dollars.

Starter

One integration, one way, on a four hour schedule.

$29.99/ month

  • Active integrations: 1
  • Fastest sync: Every 4 hours
  • Two way sync: One way only
  • Reporting: Basic
  • Records: Unlimited
Most popular

Growth

Five integrations, hourly sync, and two way sync switched on.

$59.99/ month

  • Active integrations: 5
  • Fastest sync: Every hour
  • Two way sync: Included
  • Reporting: Basic
  • Records: Unlimited

Pro

Ten integrations, half hour sync, and advanced business reporting.

$149.99/ month

  • Active integrations: 10
  • Fastest sync: Every 30 minutes
  • Two way sync: Included
  • Reporting: Advanced
  • Records: Unlimited

Agency

Unlimited integrations for teams running many accounts.

$299.99/ month

  • Active integrations: Unlimited
  • Fastest sync: Every 30 minutes
  • Two way sync: Included
  • Reporting: Advanced
  • Records: Unlimited

FAQ

Questions about CRM Connector for QuickBooks Online?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure?

Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.

Contact us

The listing is on its way. Until it appears, the QuickBooks connect flow at platform.crm-connector.com signs you in with Intuit, attaches the company to your account and starts the setup wizard.

Ready to connect QuickBooks Online? Start your 7 day free trial

The connect flow signs you in, attaches the connection to your account and starts the setup wizard. Your first integration waits as a draft until a plan is active, then switches on by itself.

Minutes to first sync

Five wizard steps, fields matched for you, first sync starts straight away.

Two way where it truly works

Per record type, only where both systems can carry a change back.

7 day free trial

Once per account. Nothing is charged until the trial ends. Cancel any time.

Connect QuickBooks Online