WorkSync QBO

Connect the power of WorkSkedge’s field management with the accounting reliability of QuickBooks Online. This isn't just a simple contact importer—it is a full-cycle financial integration designed for construction and trade companies.

From the moment a lead becomes a customer to the final invoice payment, data flows automatically between systems. Run your operations in WorkSkedge and let the accounting happen in the background.

Key Features:

• Bi-Directional Payment Sync: Finally, a true two-way sync. When you receive a payment in QuickBooks (via bank feed, check, or credit card), it automatically updates the invoice status in WorkSkedge.

• Seamless Invoicing: Create invoices in WorkSkedge with full support for taxes, line items, and holdbacks/retainage. They appear instantly in QuickBooks, ready to be emailed or reconciled.

• Automated Payroll Data: Stop chasing paper timesheets. When crews submit time in WorkSkedge, entries sync directly to QuickBooks Time Activities, mapped to the correct Employee and Service Item for effortless payroll and job costing.

• Purchase Order Management: Issue POs in the field? They sync immediately to QuickBooks. When you pay the bill in QuickBooks, the payment status updates in WorkSkedge automatically.

• Unified Client List: Create a customer or vendor once. Whether you add them in WorkSkedge or edit them in QuickBooks, your contact lists stay identical, eliminating duplicate entry errors.

How it works:

1. Connect: Link your QuickBooks Online account securely within WorkSkedge settings.

2. Map: We automatically link your existing Employees, Vendors, and Service Items.

3. Sync: Work as usual. We handle the heavy lifting in the background, pushing data the moment you click "Save" or "Submit."

Who is this for? Ideal for construction, plumbing, electrical, HVAC, and field service businesses that need robust operational tools without sacrificing accurate, real-time accounting.