Customer sync
Two-way sync keeps the customer list consistent. Add a customer in QuickBooks and it shows up in BuilderSwift — and vice versa.
Integration · QuickBooks Online
Accounting that stays in sync — automatically.
BuilderSwift connects to QuickBooks Online so customers, invoices, payments, and job cost data flow both ways. Your accountant works the books they already use. Your team stops retyping.
Two-way sync
Job & class mapping
No double entry
Why QuickBooks Integration
Your accountant's books — without the manual reconcile.
Most contractor accounting starts in QuickBooks. The work — leads, opportunities, proposals, job costs — happens in BuilderSwift. Connecting them means data flows both ways, automatically, so nothing falls through the cracks at month-end or tax time.
Your accountant keeps using QuickBooks. They don't have to.
BuilderSwift pushes customers, invoices, payments, and job cost activity into QuickBooks Online automatically. Your accountant's workflow doesn't change — only the data they work with gets cleaner.
Job costing that survives contact with reality.
Cost categories and codes map to QuickBooks Classes and Items. Job-level costs and class-level revenue match end-to-end — so profitability on the books matches the picture from the field.
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Customers (two-way)
New customers sync both directions. No double entry, no missing records.
2
Invoices (two-way)
Invoices sync to QuickBooks with the same line items, customers, and totals. Status updates round-trip.
3
Payments (two-way)
Online payments via Stripe show up in QuickBooks as deposits — reconciled to the right invoice.
4
Categories & classes
Cost categories and codes map to QuickBooks Classes and Items. Job costing flows through cleanly.
What you get
Capabilities built for clean operational + financial data.
Invoice sync
Invoices sync to QuickBooks with the same line items, customer, and totals. Payments land in QuickBooks as reconciled deposits.
Two-way sync
Sync both directions, automatically. Schedule cadence is configurable — every 5 minutes by default.
Categories → Classes
Cost categories map to QuickBooks Classes. Revenue and expenses land in the right class so job costing is accurate.
Jobs in QB
Every BuilderSwift job becomes a QuickBooks Job. Time, materials, and subs flow to the right project for true job costing.
Health & error reports
See sync health at a glance. Failed records are flagged in the dashboard — with a one-click path to resolve.
Outcomes
Less admin. Cleaner books. Faster tax time.
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Less bookkeeping admin
Auto-synced invoices, payments, and job-level data eliminate manual entries at month-end.
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Books match the field
What the office does in BuilderSwift is exactly what shows up in QuickBooks — same line items, same categories, same totals.
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Faster month-end
Reconcile in hours, not days. Your accountant finishes month-end faster and tax time is calm.
From the field
What contractors tell us about this feature.
“Our accountant signed off in an hour. Books are clean, job-level profit is accurate, and month-end is fast instead of a weekend war between spreadsheets.”
Designed for
Built for businesses that already run on QuickBooks.
Owners who reconcile at midnight
Stop the end-of-month scramble. Operational data lands in QuickBooks automatically — so closing is fast.
Accountants who hate retyping
Customers, invoices, payments, classes, and items sync — so the books reflect the work without any rework.
Teams scaling beyond spreadsheets
Replace the spreadsheet-export-import dance with a live sync to QuickBooks Online.
FAQ
QuickBooks Integration questions, answered.
Does QuickBooks Online integrate with BuilderSwift?
Yes. BuilderSwift connects to QuickBooks Online with two-way sync. Customers, invoices,
payments, and job cost data flow automatically — no manual imports, no end-of-month reconcile.
What data syncs between BuilderSwift and QuickBooks?
Customers, invoices, payments, cost categories, and cost codes (mapped to QuickBooks
Classes and Items). Jobs and classes are mapped at the job level, so job costing stays accurate.
Will my accountant still see the books in QuickBooks?
Yes. Operational data lives in BuilderSwift, but financial data lands in QuickBooks
Online in the structure your accountant already uses. Nothing changes about how your accountant works.
How long does it take to connect QuickBooks?
A few minutes. Connect your QuickBooks Online account, pick how categories and codes
map, and BuilderSwift queues the historical sync. After that, everything stays current automatically —
usually every 5 minutes.
Do you support QuickBooks Desktop?
BuilderSwift integrates with QuickBooks Online. If your business uses QuickBooks
Desktop, we recommend migrating to QuickBooks Online to take advantage of the live, automatic sync.
Books in sync
Stop the end-of-month reconcile — connect QuickBooks to BuilderSwift.
Start your 4-month free launch period today — every feature included, no credit card required.
Then just $49/month · cancel anytime