QuickBooks Integration for Contractors
Customers, vendors, invoices, payments, bills, and job costing sync to QuickBooks Online automatically — no double entry, no month-end reconciliation ritual.
Most construction software either ignores your accounting system or exports a CSV and calls it an integration. Either way someone spends the last week of the month re-keying.
SiteAnchor connects to QuickBooks Online over OAuth and keeps the records that matter in step, with a visible sync log so you can tell the difference between "synced" and "assumed to have synced".
What it does
Chart of accounts and class mapping
- Map your QuickBooks chart of accounts and classes once, so entries land where your accountant expects them rather than in a catch-all.
Customers and vendors kept in step
- Customer and vendor records sync both ways, so a new customer added on a job doesn't need creating twice.
Invoices, payments, bills, and expenses
- Invoices and their payments, plus vendor bills and expenses, sync automatically as they're created.
Job costing through classes
- Project-level class linkage means job costing shows up in QuickBooks reporting rather than only inside SiteAnchor.
A sync log you can actually read
- Every sync attempt is logged with its outcome, with automatic retry on failure and a reconnect banner when the OAuth token needs refreshing. A failed sync is visible instead of silent.
Credentials encrypted at rest
- QuickBooks OAuth tokens are encrypted with AES-256-GCM using a key held separately from the session-signing secret.
How it works
- 01
Connect over OAuth
Authorize SiteAnchor from your QuickBooks Online account.
- 02
Map accounts and classes
Point SiteAnchor's categories at your chart of accounts.
- 03
Work normally
Estimates, invoices, payments, and bills sync as you create them.
- 04
Check the log if you need to
Every attempt is recorded, retried on failure, and surfaced if the connection needs attention.
Works with the rest of the platform
QuickBooks Sync isn't a standalone module — it shares the same job record as everything else in SiteAnchor.
Invoicing & Payments
Invoice from the work you've actually logged, take card and bank payment online, and stop chasing the paperwork that proves you did the job.
Job Costing
See committed versus actual cost on every job while it's running, broken down by cost code and phase, instead of finding out the margin after it closes.
Purchase Orders
Generate purchase orders from the signed estimate, receive against them, and keep stock levels honest without a separate inventory system.
Estimating
Build a priced estimate from your own material catalog, reuse the assemblies you quote most, and send it out for a signature without leaving the job.
For General Contractors
Coordinate subs, schedules, budgets, and clients across every job you have running — without a different app for each one.
For Remodelers
Manage change-heavy work in occupied homes, with change orders the client actually approves in writing and photos that settle disputes before they start.
For Electrical Contractors
Run project work and service calls out of one system, with parts, hours, and permits tracked against the job that consumed them.
Frequently asked questions
Which QuickBooks does this work with?
- QuickBooks Online, connected over OAuth.
What actually syncs?
- Customers, vendors, invoices, payments, bills, and expenses, with project-level class linkage so job costing appears in QuickBooks reporting.
What happens if a sync fails?
- It's logged and retried automatically, and a banner appears if the connection needs reauthorizing — rather than failing quietly and being found at month end.
Does it work with QuickBooks Desktop?
- No. The integration is with QuickBooks Online, connected over OAuth.
Do I still need my bookkeeper?
- Yes, and that's deliberate. This removes the double entry — customers, vendors, invoices, payments, bills, and expenses arrive in QuickBooks as they're created — so your accountant works on the books rather than typing them in.
Will job costing show up in my QuickBooks reports?
- Yes, through project-level class linkage. Map your chart of accounts and classes once and entries land where your accountant expects them.
How is the QuickBooks connection secured?
- OAuth tokens are encrypted at rest with AES-256-GCM using a key held separately from the session-signing secret, and the connection can be revoked from QuickBooks at any time.