Accounting Software

QuickBooks Online Integration for Contractors

How it Works

1

Connect Once, as the Account Owner

In RemodelFin, open Integrations and click Connect QuickBooks. You sign in on Intuit's own page and approve access — RemodelFin never sees your QuickBooks password. Pick the Product/Service item your invoice lines should book to, and optionally map your sales tax codes.

2

Clients Become QuickBooks Customers

Every RemodelFin client is created as a Customer in QuickBooks Online, or matched to an existing Customer with the same name, so invoices land on the right account.

3

Invoices Sync Line by Line

Invoices you create in RemodelFin — including progress and draw invoices — appear in QuickBooks Online with the same invoice number, due date, and each line item kept as its own line.

4

Payments Apply to the Right Invoice

When you record a client payment in RemodelFin, it posts to QuickBooks as a Payment linked to its invoice, so your receivables in QuickBooks show what's actually been collected.

Problems This Solves

✓
No more re-keying clients, invoices, and payments into QuickBooks by hand
✓
Invoice numbers, line items, and amounts match in both systems
✓
Payments recorded in the field reach your books without waiting on the bookkeeper
✓
If someone edits or voids a synced record in QuickBooks, RemodelFin flags it for review instead of silently overwriting either system

Technical Specifications

What syncs: Clients → Customers, Invoices → Invoices (line-itemized), Payments → Payments linked to their invoice
What does not sync: expenses and receipts, bills, time entries, cost codes, estimates, and change orders stay in RemodelFin for job costing
Direction: One-way, RemodelFin → QuickBooks Online. Nothing is written back into RemodelFin
Timing: Automatic — new records are picked up within about a minute of being created; there is no manual export step
Sales tax: US QuickBooks companies can map RemodelFin tax rates to native QuickBooks tax codes; if QuickBooks' automated sales tax would change the total, RemodelFin uses a plain tax line so the invoice total always matches
Supported: QuickBooks Online Simple Start, Essentials, Plus, and Advanced. QuickBooks Desktop is not supported
Security: OAuth 2.0 through Intuit, tokens encrypted at rest, only the RemodelFin account owner can connect or disconnect, and disconnecting revokes access at Intuit
Available on every RemodelFin plan, including the 30-day free trial