Your books already match your job records
QuickBooks Integration keeps invoices, payments and customers in sync between FieldOptimiz and QuickBooks Online in both directions, so nobody re-types a transaction that already exists somewhere else.
- Invoices and payments push to QuickBooks without re-entry
- Customer records stay consistent across both systems
- Chart of accounts and tax categories map the way you already work
The same invoice gets typed twice
Job software says one thing, QuickBooks says another, and someone spends hours every month typing invoices and payments into the accounting system a second time.
Invoices and payments move without a second keystroke
The moment an invoice is created or a payment is collected in FieldOptimiz, it flows to QuickBooks Online automatically, and changes made in QuickBooks flow back the other way. Both systems tell the same story.
- Invoices push to QuickBooks as soon as they're created or sent
- Payments record on both sides, whichever system collected them
- Sync errors surface immediately instead of showing up at month-end
Your chart of accounts, not a generic one
Map FieldOptimiz categories, tax rates and payment types to the accounts you already use in QuickBooks. Reconciliation at month-end becomes a quick check instead of a full audit.
- Chart of accounts mapping matches your existing setup
- Tax categories apply correctly without manual correction
- Customer records stay one identity across both systems
What you get out of the box
Live in an afternoon, not a quarter
Connect the accounts
Link FieldOptimiz to your QuickBooks Online company once.
Map your accounts
Match categories, tax rates and payment types to your chart of accounts.
Work as usual
Invoices and payments happen normally in the field and office.
Books stay current
Everything syncs automatically, both directions, without re-entry.
Built for the people doing the work
Part of the same platform, not a bolt-on
QuickBooks Integration shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
QuickBooks Integration is included as part of the platform for accounts that connect it. Your plan determines feature access overall, not this sync specifically.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyStop keeping two sets of books
Sync invoices, payments and customers to QuickBooks automatically, in both directions.