How to integrate QuickBooks

Learn how to integrate Maidily with your QuickBooks Online account for financial record keeping
Written by Mony
Updated 2 weeks ago

We have a direct integration with QuickBooks Online - we do not rely on a 3rd party service like Zapier.

Financial data from 'Jobs' in Maidily will be created in your QuickBooks account as an invoice connected to a customer

Tax shows as a line item on the invoice in QuickBooks

There are 3 sections of data that will be synced: Customer, Job, and Technicians.
You can see all of the Maidily fields that will by synced with QuickBooks in Settings -> Integrations - QuickBooks

  • You can not edit the fields for either Maidily or QuickBooks
  • Only the displaying fields will transfer over to your QuickBooks
  • Data is synced immediately upon customer/job creation
  • Fields that are not required with no data will not sync

Here's how to integrate QuickBooks:

  • Go to Settings -> Integrations -> QuickBooks
  • Click on 'Connect'

  • Click on 'Connect to QuickBooks'

  • Sign into your QuickBooks Online account

  • Return back to Maidily and you will see a 'Connected' status

  • To see what fields will be synched with QuickBooks by clicking into the QuickBooks
Fields that have a red asterisks (*) next to them are REQUIRED to exist in your QuickBook account

Please allow up to 24 hours for the sync to fully process all data between Maidily and QuickBooks

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Have any questions? Need help with your QuickBooks integration:

help@maidily.com

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