QuickBooks integration for landscape billing
Check completed visits, materials and extras before billing. Field Service Cloud prepares reviewed records for supported QuickBooks Online or Desktop workflows.
Connect field work to billing
Keep customer, item, contract, estimate, and invoice-ready details closer to the field records that created them.
- Reuse Reviewed Field Details
- Check Completed Visits Before Billing
- Prepare Monthly Billing Review
- Review Approved Billing Records
- Keep Completed Extras on the Billing Review
- Review Material Quantities and Prices
Keep the work behind each invoice together
Use QuickBooks for accounting and Field Service Cloud for the field records behind each invoice: completed visits, contract services, estimates, extras and materials.
- Sync core lists where configured: Customer, item, employee, vendor, and accounting data can stay aligned with the QuickBooks setup your company uses.
- Review before handoff: The office can confirm completed visits, extras, estimates, materials, and service detail before sending supported records to QuickBooks.
- Reduce duplicate entry: Field records start in Field Service Cloud, then support the QuickBooks handoff instead of being retyped from paper or spreadsheets.
Keep approved field records closer to the QuickBooks handoff.
Review maintenance billing before QuickBooks
Recurring maintenance billing is easier to manage when contract services, prices, completed visits, skipped work, and invoice status are visible before the accounting handoff.
- Review contract services: Select customers, service lines, completion counts, prices, and invoice status before billing records are sent.
- Keep service context visible: Service month, price, completion, and skipped-visit context stay in the billing review path.
- Support batch handoff: Prepare supported invoices for QuickBooks Online or Desktop according to your setup.
Prepare extra work for QuickBooks handoff
When enhancements or repairs are approved and completed, Field Service Cloud keeps the material and work-order details together for office review before the QuickBooks handoff.
- Capture Materials On-Site: Crews record materials used for a job in the app so billable parts stay visible for office review.
- Prepare Supported Invoices: Convert reviewed work records into QuickBooks invoices where your plan and configuration support it.
Want to see the accounting handoff?
Review how approved work and billing records prepare the office for QuickBooks Online or Desktop handoff.
Book a Live Walkthrough