Week 37: QuickBooks Integration — Jul 5 – 11, 2025
TL;DR: QuickBooks Online sync is live. Invoices, payments, and customer records flow automatically between Exoserva and QuickBooks, eliminating double entry.
Highlights This Week
- Integrated QuickBooks Online API with OAuth2
- Built invoice sync (Exoserva invoices → QBO invoices)
- Added payment reconciliation between systems
Accounting Automation
Manual data entry between field service and accounting software is error-prone and time-consuming. The QuickBooks integration eliminates it. When an invoice is created in Exoserva, it appears in QuickBooks. When a payment is recorded in either system, both update.
How It Works
OAuth2 connects the tenant’s QuickBooks account. The integration maps Exoserva entities to QBO counterparts: Customers → Customers, Invoices → Invoices, Line Items → Items. Sync runs in near-real-time via webhooks with a periodic full reconciliation for safety.
What’s Next
Calendar sync for technician availability management.