QuickBooks for plumbers
QuickBooks, without the double entry
Invoices, payments and customers go to QuickBooks Online through the day, after you approve each customer match.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
What changes for your shop
No typing twice
Each invoice and payment is sent once, and edits update the same record.
A happier bookkeeper
Customer matches are approved before the first sync.
A month that stays closed
Lock it, and nothing in it can be edited, voided or back-dated.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
Matched before the first sync
Your QuickBooks customers are matched first, and you approve every match.
- Matches approved before the first sync
- Edits update the same invoice
- Voids and refunds go across too
Sales tax that ties out
Tax goes across with each invoice, and Apex compares the totals after each sync.
- Compared after every sync
- Any difference shows both amounts
- Tax held, in one place
Payouts that make sense
Card payouts land as deposits, with the fees shown.
- Fees recorded, not buried
- Supplier bills coded to materials
- Sales sorted by the kind of work
Your bookkeeper stays in charge
Changes made in QuickBooks are flagged for review, not overwritten.
- Lock the month once it's closed
- Problems explained in plain words
- Your bookkeeper uses it free
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
Before you ask
- Which way it syncsFrom Apex to QuickBooks Online, through the day.
- What goes acrossCustomers, invoices, payments, refunds and voids.
- Problems in plain wordsAnything that can't sync is listed with the reason.
Questions
Which QuickBooks?
Is it extra?
Which way does it sync?
Will it duplicate my customers?
What if something doesn't sync?
What about payroll?
Can my bookkeeper sign in?
Bring your bookkeeper. They'll ask the good questions.
A 30-minute call. We set it up with your real jobs. Month to month, no setup fee.
Or call us: 201-892-6955