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Customer portal and online booking
- Give a customer a portal link
- Take bookings from your own page
Getting started
- Invite your team and choose what each person sees
- Set up your account
Invoices and payments
- How your customer pays
- Send an invoice
Jobs and contacts
- Add a contact and a property
- Move a job through your board
QuickBooks
Reports
- See what you are owed
Schedule
Settings
The iPhone app
- What the app is for
- Work without signal
Your subscription
- Trials, plans and paying us
Your team and permissions
- What each role can see
- Working with subcontractors

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/QuickBooks

QuickBooks

Send your customers, invoices and payments to your books.

Updated Aug 15, 2026||View as Markdown

Connect QuickBooks Online
What syncs, and which way
When a sync stops

PreviousMove a job through your board NextConnect QuickBooks Online

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/

Customer portal and online booking
- Give a customer a portal link
- Take bookings from your own page
Getting started
- Invite your team and choose what each person sees
- Set up your account
Invoices and payments
- How your customer pays
- Send an invoice
Jobs and contacts
- Add a contact and a property
- Move a job through your board
QuickBooks
Reports
- See what you are owed
Schedule
Settings
The iPhone app
- What the app is for
- Work without signal
Your subscription
- Trials, plans and paying us
Your team and permissions
- What each role can see
- Working with subcontractors

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