Two-Way Sync With QuickBooks Online
If your books, payroll, and taxes already live in QuickBooks Online, keep them there. ArborDash connects to your QuickBooks company through Intuit's OAuth 2.0 sign-in. After that, your office works in ArborDash, and the invoices, estimates, customers, and payments it creates are written to QuickBooks as it goes.
When you invoice a finished removal, pruning job, or plant health care treatment, ArborDash creates a regular QuickBooks invoice. Each line uses the QuickBooks product or service item linked to that ArborDash service, and ArborDash creates the item in QuickBooks when one is missing. Estimates are created in QuickBooks too, and each estimate line uses the QuickBooks item linked to its service when the service has one. An estimate your customer approves in the portal is marked Accepted in QuickBooks. When a customer pays online by card or bank transfer (ACH) through QuickBooks Payments, ArborDash records the payment against the QuickBooks invoice, and once the balance is covered the invoice and its job show as paid.
Work entered in QuickBooks comes back too. The Customers, Invoices, and Estimates pages in ArborDash read from your QuickBooks company, so an invoice your bookkeeper creates in QuickBooks shows up on the ArborDash invoice list, and a check they apply to it changes its balance there too. The Clear Cache & Re-sync button on the Integrations page pulls in customers added in QuickBooks, fills blank fields on existing customers without overwriting what your office entered, and moves any job whose invoice was paid in QuickBooks to Paid. Import Past Jobs turns your paid QuickBooks invoices into completed jobs, so past work is in ArborDash from the start.
Payroll stays in QuickBooks. When a new hire finishes onboarding in ArborDash, they are added to QuickBooks as an employee, and the Team page can push anyone who was missed. Crew hours do not sync to QuickBooks. Time Tracking exports a payroll CSV for the current week, last week, or a date range you pick, with regular hours, weekly overtime past 40 hours at 1.5x, and gross-pay estimates, so whoever runs payroll works from one file instead of a stack of paper timesheets.
ArborDash looks after the connection itself. It refreshes Intuit's access tokens on its own and checks every connection on a schedule so an idle one does not expire. When QuickBooks has a brief outage, ArborDash retries the request with the same Intuit request ID, so a retried invoice or payment is not posted twice. An online payment that has not reached QuickBooks yet is flagged on the invoice and retried automatically. When QuickBooks refuses a change, such as an edit to an invoice that already has a payment applied, you see the reason in plain English.
- Intuit OAuth 2.0 connection to QuickBooks Online
- Invoices and estimates sync both ways
- New ArborDash customers created in QuickBooks automatically
- Card and ACH payments through QuickBooks Payments, recorded on the QuickBooks invoice
- New hires added to QuickBooks as employees after onboarding
- QuickBooks products and services linked to your ArborDash services
- Import Past Jobs from paid QuickBooks invoices
- Automatic token refresh and retries that do not double-post
How It Works
- Open Integrations (under Configuration in the sidebar) and click "Connect QuickBooks."
- Sign in with Intuit, pick your QuickBooks company, and approve access. ArborDash then offers to turn on QuickBooks Payments so customers can pay invoices online from the portal.
- In Settings > Services & Items, assign your QuickBooks products and services to ArborDash service categories, or push your ArborDash services to QuickBooks.
- Click Import Past Jobs if you want your paid QuickBooks invoices in ArborDash as completed jobs. From then on, invoices, estimates, customers, and payments you create in ArborDash go to QuickBooks as you work.