Two-way sync with
QuickBooks Online
Customers, estimates, invoices, and payments flow automatically between CrewConductor and QuickBooks Online. Your bookkeeper stays in QBO. You stay in the field.
Currently in Intuit's app review for production approval. Sign up now and you'll get early access the moment it goes live.
What syncs, in plain English
No batch jobs to configure. No "sync now" button to remember. Every save in CrewConductor pushes to QBO; every payment in QBO flows back.
Solid blue arrows: push from CC to QBO the moment you save. Dashed green arrow: when your bookkeeper records a payment in QBO, CrewConductor flips the invoice to Paid via webhook.
Bulk-import your existing QBO customers
One click pulls every customer in your QuickBooks company into CrewConductor. Duplicates are deduped by email, then phone + last name. Nothing gets created twice.
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QBO #100Acme Co
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QBO #142Bob Builder713-555-0002
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QBO #198Carol's HVAC
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QBO #211Diaz Properties713-555-0044
- + 243 more…
- 1. Match by email (case-insensitive)
- 2. Then by phone + last name (digits only)
- 3. Otherwise create new
CrewConductor
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CreatedAcme Co
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MatchedBob BuilderMatched on phone + last name
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MatchedCarol's HVACMatched on email
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CreatedDiaz Properties713-555-0044
- + 243 more…
Sample import — your numbers will vary based on how clean your QBO data is.
Re-running the import after new QBO customers appear is safe — already-mapped records are skipped, never duplicated.
Customers
Names, addresses, email, phone. Push from CC. Bulk pull from QBO on first connect — duplicates are matched by email, then phone+last-name, never created twice.
Estimates Wedge
Push estimates as QBO Estimates with full line items. Good/Better/Best tiers each get their own QBO record with the tier name in the customer memo. Status flows through: Sent→Pending, Approved→Accepted, Declined→Rejected, Expired→Closed. Jobber and Housecall Pro do not sync estimates at all.
Invoices
Push as QBO Invoices with all line items, discounts, and tax. Pre-flight validation catches negative totals or missing customers before the API call, so you get a useful error message instead of a QBO error code.
Payments
Record a payment in CC → it pushes to QBO and applies against the matching invoice. Record a payment in QBO → CrewConductor receives a webhook and flips the invoice to Paid automatically. No double-entry either direction.
Sync log on every account.
Nothing fails silently.
Every push and pull writes a row in your sync log with status, duration, and the QBO error message if anything went wrong. When a customer asks "did the invoice make it to QuickBooks?" you have the answer in one click.
- Per-attempt status: OK, error, or skipped — with the actual QBO error code.
- Pre-flight validation: "Line item has a negative total" instead of QBO error 6240.
- Auto-recovery: stale-token errors retry once with a fresh token, transparently.
Pre-flight: line "Service" has a negative total (-100.00).
QuickBooks sync depth, side by side
All three connect to QBO. Here's where they actually differ.
| Capability | CrewConductor | Jobber | Housecall Pro |
|---|---|---|---|
| Customer sync (push) | Yes | Yes | Yes |
| Customer bulk import (pull) | One click on connect | Manual CSV | Manual CSV |
| Estimate sync | Yes — full lifecycle | No | No |
| Good/Better/Best tier sync | Each tier gets its own QBO Estimate | No (no estimate sync) | No (no estimate sync) |
| Invoice sync | Yes | Yes | Yes |
| Real-time payment flow-back | Yes — webhook-driven | One-way sync only (per Jobber help center) |
Manual button per job (per HCP help center) |
| Pre-flight validation with actionable errors | Yes | Not documented | Not documented |
| Per-attempt sync log visible to user | Yes — full audit trail | Not documented | Not documented |
| Automatic stale-token retry | Yes — refetch + retry once | Not documented | Not documented |
"Not documented" means the capability isn't described in the competitor's public help center or developer docs as of May 2026 — it may exist internally. We claim only what we ship and have tests for. Tell us if anything looks wrong and we'll update.
Connected in under 60 seconds
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1
Click "Connect to QuickBooks"
Settings → Integrations. We use Intuit's standard OAuth so your credentials never touch our servers.
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2
Pull your customer list
One click imports every QBO customer with email/phone deduplication. No manual CSV.
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3
You're done
Sync runs in the background from now on. Watch the log if you're curious; ignore it if you're not.
On a Pro or Business plan? Our team will import your existing customer spreadsheet for free as part of onboarding.
Common questions
Does this work with QuickBooks Desktop?
No. The integration is for QuickBooks Online only. If you're still on Desktop, Intuit's been pushing everyone to QBO for years and the migration tool is built into QBO — most contractors are better off making the move and connecting CC after.
Can I sync just some invoices, not all?
Yes. Draft invoices and estimates never sync — only documents you've actually sent or that are past Draft status. If you want a more granular filter, get in touch; we'll build it if it's a real need.
What happens to my QBO data if I disconnect?
Nothing. Disconnecting revokes our token; everything that was already in QBO stays put. You can reconnect later and CrewConductor remembers the existing mappings — no duplicate records.
What does "estimate tier sync" mean exactly?
When you build a Good/Better/Best estimate in CrewConductor, each tier is a real estimate with its own line items. We push every tier as its own QBO Estimate so reports like "Estimates by Customer" and "Job Profitability" show the full pipeline. When the customer picks one tier and you convert it to an invoice, the rejected tiers automatically flip to Rejected status in QBO.
Is the integration on every plan?
Yes — Starter, Pro, and Business. We don't gate native integrations behind higher tiers.
Sync your books while you stay in the field
14 days free. No credit card. Connect QuickBooks in one click after signup.