Connecting QuickBooks
One sync, every invoice and AR aging line, no double entry.
If you're already running QuickBooks Online, connecting it to V104 saves you hours a week. Estimates flow into invoices. Payments flow back. AR aging shows up inside Job Cockpit so you know which jobs owe you money before you pour more cost into them.
Why connect
- Invoices — Won estimates push directly into QuickBooks as invoices, no retyping.
- AR aging — See 30/60/90-day overdue balances per job inside V104.
- Financial sync — Job costs, expenses, and labor flow back to V104 so margin tracking is real, not a guess.
Connect in three steps
- Open Books → QuickBooks.
- Tap the Connect button. You'll be redirected to Intuit's secure OAuth flow.
- Sign in with your QuickBooks Online credentials and authorize Arise Above. You're back inside V104 in under a minute.
Sandbox vs Production
V104 supports both. Use the Sandbox toggle when you're testing — fake data, fake invoices, no risk to your real books. Switch to Production when you're ready to go live. The toggle lives at the top of the QuickBooks panel.
Mapping accounts
After connecting, V104 asks you to map four account categories:
- Income — usually Construction Income or Services
- Expense — your general job-cost expense account
- Materials — Cost of Goods Sold: Materials
- Labor — Cost of Goods Sold: Labor or Subcontractors
If your chart of accounts doesn't have these, create them in QuickBooks first, then come back and map.
Troubleshooting sync issues
If a sync fails, check three things:
- Token expired — QuickBooks tokens expire every 100 days. Reconnect from the Books panel.
- Account mismatch — Your mapped account got renamed or deleted in QuickBooks. Re-map it.
- Invoice already exists — Duplicate invoice numbers are blocked. Update the estimate's invoice number and retry.
Still stuck? Check the sync log in Books → Activity. Every sync attempt is logged with a clear pass/fail reason.