Quickbooks Online & Quickbooks Desktop (any version!)
Experience our award-winning two-way integration
Our deep integration with Quickbooks allow your invoices, payments, customers and items to be completely in sync with each other. Unlike most, we don’t simply send info over to Quickbooks. Instead, Kickserv and Quickbooks talk to each other back-and-forth. This provides you with the most seamless and complete experience available.
Watch our 3 minute video which explains our integrated platform with Quickbooks.
Extensively Tested and Proven
Kickserv was the first field service management platform to for a two-way integration with Quickbooks nearly 15 years ago. We worked directly with Intuit to develop this integration, and many platforms have tried to duplicate it. It has been extensively tested and proven over more years than any other similar integration. We continue to ensure it’s working properly and is rigorously updated whenever Quickbooks updates their software. We work hard to ensure you have the best accounting software sync, and you don’t have to worry about it.
Integrated with Every Version of Quickbooks
No need to worry about if we sync with your version, we are fully integrated with every version of your accounting software: QuickBooks Online, QuickBooks Self-Employed, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, and QuickBooks for Mac
Winner of Gold Developer award from Intuit, maker of Quickbooks, for our industry-leading Quickbooks Two-Way Integration
When you’re invoicing, collecting payment, or pinpointing sales trends, it all comes down to the numbers. Missed payments are a thing of the past with Kickserv’s unique accounting integration. With the help of Kickserv and our partners, QuickBooks® , employees will be paid on time, clients will receive timely estimates and prompt invoices, and your back-office duties will consume less of your time. Sound good? We thought so.
Accounting with Kickserv is simple. Once you’ve done it, the possibilities are endless. Our two-way sync keeps both platforms up to date so both you and your accountant stay happy.
- Track sales and invoices
- Process payroll
- Maximize profit
- Analyze trends
- Improve sales and marketing strategies
Learn About Our Integration
Kickserv is a complete solution that can run successfully independent from any other software. However, 52% of our customers take advantage of our award-winning integration with Quickbooks Online and Quickbooks Desktop. This video is to help you understand how that integration works.
Kickserv is your Service Management Software built to help you simplify, organize and run your business more effectively.
Quickbooks is your Accounting Platform built to help with back-office functions like bookkeeping, bill management, taxes, etc.
They are designed to work together – with Invoices and Payments being the overlap.
Therefore, we developed our integration to have a two-way sync for invoice and payments – which earned us best-in-class Gold Developer Status from Quickbooks. This means if you create an invoice or payment in Kickserv, it will also create that invoice or payment in Quickbooks, and vice versa. Your Customer List and Items List will be also pulled into Kickserv from Quickbooks, so you’ll have them from day 1 of your subscription.
Let’s go over some best practices and the most asks questions…
Almost all customers use KS to create and send their invoices.
Every invoice you create will be synced into QBs.
Any edits you make in QB will overwrite KS data.
For your reference, Kickserv #s will be shown as a note within the Invoice.
Kickserv #s get created sequentially and can be edited.
From the Invoice Tab within KS you can see what invoices have been sent, viewed, signed, and more.
Customers will be able to see and pay their invoices online. They’ll also be able to see their complete service history and even request more service.
You can document payments inside KS or inside QB.
Have a company policy on if you’ll document payments in KS or in QB to avoid errors such as dual entry of a payment.
Kickserv allows you to documents payments from any source, but the best way to secure payment is by setting up Online Payments within Kickserv.
Online Payments will automatically apply to the invoice. Customers will be able to pay online and your team can accept payments from the office or in the field from the mobile app.
From the Integrations Tab, select Online Payments, and follow the instructions to set up your Stripe Account – it’s free and only takes about 10 minutes. This is the best way to automate payment collection.
You can also document manual payments in Kickserv from literally any other source.
OR, To make things simple, since payments sync both ways, you can still collect payments the same way you currently do in QB. As you learn KS you can add online payments and begin tracking payments in KS.
The sync will also pull your Items List in from Quickbooks, so you’ll immediately have all your items within Kickserv. If you want to make changes to your items list, do it in Quickbooks. However, you can always tailor item descriptions, amounts, quantity and pricing for any item as needed on the job.
Customers / Contacts
The sync will also pull in your Customer List and save them into the Contacts tab. Use Kickserv as your primary Customer Database and CRM.
At anytime, reference the Quickbooks Tab to Review, Approve, and see your Sync History
To start your integration go to help.kickserv.com and search ‘connect quickbooks’
Quickbooks Integration FAQ
Do I Need to Manually Import My Quickbooks Data with CRM?
No, you don’t need to manually input your Quickbooks data. Rather, you set up Kickserv to pull in your contacts, items, invoices and payments so your Kickserv and Quickbooks accounts will be in sync from your first day.
What Information Will Sync Between CRM & Quickbooks?
Most of the information in your systems will be able to sync between our CRM and Quickbooks, allowing the two systems to talk to each other. This means less work for you as you won’t have to input the same data twice, and it also means better integration of your data from program to program. The following data will sync both ways between CRM and Quickbooks:
- Contacts: Customers, prospects, leads
- Sales Transactions: invoices, sales orders, and sales receipts
- Payments: Currency, deposit, payment method, and price levels
- Lists: Items, item descriptions, item prices, item inventory
How Often Does Sync Between CRM & Quickbooks Run?
Quickbooks use a two-way sync to connect the two systems, you can sync everything with a single button, schedule times to sync, or sync items individual in seconds.
Do the Users in Kickserv Need to Be Quickbooks Users?
No, users in your CRM account do not need to also be Quickbooks users. User permissions within CRM are entirely separate from those in Quickbooks, which is one of the best things about the program. This means that if you have employees who need to access specific data within Quickbooks, but you prefer not to have them within the Quickbooks program, you can instead add them as a CRM user. This will allow them to view all the information in Quickbooks without full access to all the program’s capabilities.