Home / Features / Integrations / QuickBooks Online Integration

Integration

Keep QuickBooks Online. Run the jobs properly around it.

Use WorkGuru for the operational work, then connect the supported finance information with QuickBooks Online.

5 stars in the Xero App Store

Trusted by 400+ industrial businesses and workshops

Overview

Run the jobs in WorkGuru and keep QuickBooks Online as the accounting system.

QuickBooks Online is good at accounting. It does not need to run the workshop as well.

The quote, schedule, labour, purchases and job costs all happen before the final accounting entry. WorkGuru keeps that operational trail together.

The integration is there to connect the two sides where it makes sense, not to turn WorkGuru into another ledger.

What connects

What moves between the two systems

QuickBooks Online connectionCustomer/account connectionInvoice handoverPurchasing/finance connectionOperational job recordsAccounting separation

How it works

How it works

01

Keep the operational job in WorkGuru

02

Connect WorkGuru with QuickBooks Online

03

Use the supported sync for the records the integration handles

04

Keep job progress, labour and operational cost detail in WorkGuru

05

Keep accounting and ledger work in the finance system

The reality

Why you need it

The same customer gets entered in more than one place.

Accounts waits for the project team to tell them what is ready to bill.

Job purchases and the finance record are hard to reconcile later.

People expect the accounting system to show workshop detail it was not designed to hold.

The job is complete, but someone still has to rebuild the commercial story for accounts.

Nobody is quite sure which system owns which piece of information.

What you get out of it

What changes

Keep the finance system the team already knows.

Give the workshop and project team somewhere built around jobs.

Make the handover to accounts cleaner where supported.

Reduce the temptation to run operations from accounting notes and spreadsheets.

Keep a clearer boundary between the work and the ledger.

Day to day

What it looks like on a normal day

The business already runs QuickBooks Online.

Do not replace it just to get better job control.

A project finishes.

Use the supported integration path instead of retyping the same billing information from scratch.

Someone wants the job detail.

Look in WorkGuru. Someone wants the ledger and financial reporting. Keep using the accounting system.

  • Discovered their contract work wasn’t profitable.

    We didn’t wanna pay 100 grand upfront for a program – but then we found WorkGuru.

    Nick Mazzella, Administrator, Frontline Trays & Trailers

Fit

The questions people actually ask

“We already use QuickBooks Online for everything.” If it is genuinely running the jobs well, keep doing that.”

WorkGuru matters when the operational side has outgrown what the accounting workflow gives you.

“We cannot risk messing up the accounts.” Fair.”

The finance system stays the finance system. Confirm the exact sync setup before going live.

“Is it a full two-way sync?” Do not publish that as a blanket claim.”

Sync direction and supported records need to be stated feature by feature.

“What happens if something changes after it syncs?” That depends on the record and connector behaviour.”

This needs a current product answer rather than a generic promise.

FAQs

QuickBooks Online questions

Does WorkGuru integrate with QuickBooks Online?

Yes. WorkGuru includes a QuickBooks Online integration; confirm the current supported edition, region and setup requirements before publishing.

Does WorkGuru replace QuickBooks Online?

No. WorkGuru runs the operational job side and QuickBooks Online remains the accounting system.

Can customer information sync with QuickBooks Online?

Customer/account connection is part of the integration area, but exact direction and field mapping should be checked before publishing.

Can invoices move from WorkGuru to QuickBooks Online?

Invoicing is a core integration use case; confirm exact invoice status, tax and update behaviour in the current connector.

Can purchases connect with QuickBooks Online?

Purchasing and finance handover are supported integration use cases; exact bill or purchase sync behaviour needs product confirmation.

Where should we look for job profitability?

WorkGuru keeps the operational job-cost picture around labour, purchases and the work itself; the accounting system keeps the financial ledger.

Already using QuickBooks Online? Good.

Show us how the job reaches accounts today and we will show you what can stay in WorkGuru, what stays in the finance system, and what connects between them.