QuickBooks Online and ServiceM8 integration
QuickBooks Online and ServiceM8, one client list
CRM Connector keeps QuickBooks Online customers and ServiceM8 clients the same both ways, address included. An estimate accepted in QuickBooks becomes a ServiceM8 work order, and a completed ServiceM8 job becomes a draft QuickBooks invoice, so the job board and the books follow each other without retyping.
- Official sign in for both
Clients both ways, work orders from quotes, invoices from jobs
At a glance
Clients stay the same on both sides, accepted quotes become work orders and completed jobs become invoices.
What syncs
- ClientsBoth ways
- Accepted quotes into work ordersOne way
- Completed jobs into draft invoicesOne way
Good to know
- Every field both ways
Name, contact person, email, phone and address all stay in step.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether QuickBooks Online or ServiceM8 leads when the same record changed in both since the last sync.
Options for QuickBooks Online and ServiceM8
- Everyone, customers only or leads only
- Only the ServiceM8 job categories you tick
Record by record
What syncs between QuickBooks Online and ServiceM8
Which QuickBooks Online field matches which ServiceM8 field, and what each change does.
Fields- Company nameBoth waysClient name
- Given nameBoth waysContact first name
- Family nameBoth waysContact last name
- Primary emailBoth waysContact email
- Primary phoneBoth waysContact mobile
- Billing address lines 1 and 2Both waysAddress lines 1 and 2
- City, state, postal code, countryBoth waysCity, state, postcode, country
- Has paid invoicesEach works it outHas completed jobs
It happens in QuickBooks Online, then in ServiceM8
A new client
- Looked for in ServiceM8 on the contact email.
- Updated when found, otherwise created as a client with its contact person.
Any field changes
The same change is made to the ServiceM8 client and its contact person on the next sync.
- Every field travels both ways between these two, the address included.
FAQ
Questions about QuickBooks Online and ServiceM8?
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.
Invoices are not synced as they are. An accepted QuickBooks Online estimate can become a ServiceM8 work order, with its lines as materials, when you choose that rule in the wizard; a completed job can become an invoice the same way.
ServiceM8's own integration sends approved invoices from ServiceM8 into QuickBooks Online and keeps clients and payments in step.
CRM Connector adds what it does not do:
- An accepted QuickBooks Online estimate becomes a ServiceM8 work order with its lines as materials
- A completed job can become a draft invoice
Clients are found by email before anything is created, so CRM Connector does not copy clients the other integration made.
When you choose the completed job rule, keep ServiceM8's own invoice sync off for the same jobs, or each job is billed twice.
Ask your AI assistant
Ask ChatGPT or Claude about QuickBooks Online and ServiceM8
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to QuickBooks Online and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.