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QUICKBOOKS ONLINE INTEGRATION

Sync your finances

Optimize your finances by effortlessly transferring jobs and invoices to QuickBooks Online with a single click. No double-entry, no delays.

QuickBooks Online
Aimsio
ABOUT THIS INTEGRATION

Connect field operations to your books

Easily convert Aimsio jobs into QuickBooks Online customer projects and export invoices - keeping your books current without manual re-entry.

Automatic Invoice Sync

Approved Aimsio invoices push directly to QBO with customers, line items, and tax codes.

Customer & Item Import

Import all your QuickBooks Online customers, vendors, employees, and products into Aimsio with a single click.

Real-Time AR Visibility

Accounts receivable in QBO stays current as invoices are created and approved in Aimsio.

How it works

From connecting your account to viewing synced data - five straightforward steps.

STEP 1

Configure your integration

On the Integrations page, connect to your QuickBooks Online account. Click "Connect to QuickBooks" and select the company you want to link. It takes less than a minute.

STEP 2

Import your QBO database

Import all your QuickBooks Online customers, vendors, employees, products and services into Aimsio with a single click. No manual data entry required.

STEP 3

Push jobs to QuickBooks Online

Select the jobs you want to push to your QuickBooks Online account. They convert into customer projects for more accurate invoice tracking and reporting.

STEP 4

Send invoices in bulk

Select all invoices you want to export, push them to QuickBooks Online in one action. Invoices arrive with all line items, customer details, and tax codes intact.

STEP 5

Find everything in QBO

Log into your QuickBooks Online account to access synced customer projects and invoices. Everything is there, ready for reconciliation and reporting.

Key benefits

Eliminate Double-Entry

Data entered in the field flows all the way to your accounting system without manual re-keying.

Close Books Faster

Month-end is less painful when invoices are already in QBO as soon as they are approved.

Reduce Billing Errors

Remove the human error that comes with manual data transfer between systems.

Other integrations

Aimsio connects with the tools your business already relies on.

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