QuickBooks + SalesButler
Most contractors lose an afternoon a week re-typing invoices from their CRM into QuickBooks. The SalesButler QuickBooks integration removes that step entirely: the moment you send an invoice for a completed job, it posts to QuickBooks Online with the customer, line items, and tax already matched.
- An HVAC company closes a $7,800 system replacement on Friday afternoon — the invoice is in QuickBooks before the tech leaves the driveway.
- A plumber's office stops keeping a separate spreadsheet to reconcile paid jobs, because payments recorded in QuickBooks flip the job status automatically.
What Connects Between QuickBooks and SalesButler
Invoices
Invoices created in SalesButler post to QuickBooks the moment they're sent.
Customers
Contacts stay matched both ways so you never duplicate a customer record.
Payments
Payments marked paid in QuickBooks flip the job to paid in SalesButler automatically.
How to Connect QuickBooks
Connect QuickBooks Online
From Settings → Integrations, click Connect QuickBooks and authorize with your Intuit login. Read-write access takes one click.
Map your accounts
Match SalesButler invoice line items and tax rates to the income accounts you already use in QuickBooks.
Turn on auto-sync
Enable customer and invoice sync. From then on, every booked job flows to QuickBooks without anyone re-keying it.
What the QuickBooks Integration Fixes
| The problem | With SalesButler + QuickBooks |
|---|---|
| Re-typing every invoice into QuickBooks at the end of the week | Invoices sync the instant they're sent, so your books are current without manual entry. |
| Duplicate customer records between your CRM and accounting | Bidirectional contact matching keeps one clean record per customer in both systems. |
QuickBooks Integration Questions
Does this work with QuickBooks Desktop?
The native sync supports QuickBooks Online. QuickBooks Desktop can be connected through our export/webhook flow.
Will it create duplicate invoices?
No. Each SalesButler invoice maps to exactly one QuickBooks invoice by reference id, so re-syncs update rather than duplicate.
How long does it take to set up?
Most integrations connect in a few minutes from Settings → Integrations — no developer required.
Is there an extra charge for integrations?
No. Integrations are included on the Growth and Pro plans at no additional cost.
Can I disconnect it later?
Yes. You can disconnect any integration at any time, and your SalesButler data stays intact.