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QuickBooks integration
QuickBooks Online is the most common ERP among our customers. We push final estimates as items, sync invoice + payment status back, and map cost codes per project so the chart of accounts stays organized.
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What syncs
- Final estimates → QuickBooks items (one item per CSI division by default; configurable)
- Invoices → bid-package status (draft / sent / paid)
- Payments → bid-package received-amount
- Customers → contact records (one direction; we don't overwrite QBO customers)
OAuth setup
Settings → Integrations → QuickBooks → Connect. We use OAuth 2.0 against the QuickBooks API; tokens refresh automatically. Disconnect at any time; we don't keep sync rights after revocation.