QuickBooks Online

QuickBooks Online provides bookkeeping, invoicing, and reporting. This listing describes the US offering; other countries have different plans and prices.

What to test with your bookkeeper

Use sample transactions from one completed job: a customer deposit, supplier bill, subcontractor cost, final invoice, and refund. Agree on the chart of accounts and cost categories before connecting other software. Check reconciliation, accountant access, and the reports needed to compare estimated and actual costs. This overview is not accounting or tax advice.

Choose a plan by workflow

Project profitability is listed on Plus and higher, not the entry plan. Check requirements for each connected tool before choosing solely by starting price.

Give bookkeeping a clear role

QuickBooks Online provides invoicing, income and expense tracking, bank connections, receipt handling, and financial reports. For a contractor using other operational software, the useful question is where accounting records should be created and which system owns each transaction. It should not be evaluated as though it were a replacement for every scheduling, field, or estimating tool.

Design the handoff before connecting apps

Agree with your bookkeeper on how customers, jobs, invoices, payments, and costs will be identified. Choose where each record is first entered and what happens when it is corrected. Use a small test set before enabling a wider sync, checking for duplicated customers, invoices, or payments rather than assuming a connected app means the records are reconciled.

Check useful reports, not just dashboards

Ask your bookkeeper to reproduce the reports used to run your business with representative data. Confirm the plan and permissions needed for your workflow, along with any separately charged services. Keep country-specific requirements in view and obtain accounting advice on treatment of deposits, tax, and job costs; this profile does not prescribe those decisions.