labs@atheron:~/industries/professional-services/accounting$ sync --quickbooks-online

QuickBooks for firms

Practice system and books in step.

A firm that keeps other people's books in order should not retype its own. A two-way sync between your practice management system and QuickBooks Online keeps invoices, payments and clients in step, and shows you any mismatch.

Start a project See the example projects

// what matters here

What is different in this industry.

Entered once

Invoices and payments are entered in one system and appear in the other.

Mismatches shown, not hidden

When the two disagree, a screen shows the difference so someone can resolve it.

Every change logged

Each sync is logged, so you can see what changed and when.

Your books stay yours

We connect through the QuickBooks Online interface; your accounting choices stay with you.

// example projects

Priced examples for this service.

Each one is hypothetical, labelled as such, and priced live from our rate card. Open any of them in the estimator and make it yours.

Example projectWeb app

Practice management and accounting sync

Hypothetical. Not a client, not a result.

// The problem

A bookkeeping firm retypes invoices and payments from its practice management system into QuickBooks Online, and the two never quite agree at month end.

// What we would build

A two-way integration between the practice management system and QuickBooks Online, with a small admin screen, so invoices, payments and clients are entered once and stay in step, with every change logged.

// What is in it

Invoices and payments synced both ways
Clients and services kept in step
Every change logged, with alerts on conflicts
A screen to review and resolve mismatches
Documented, so the next system is easy to add

// Stack

Next.js
PostgreSQL
QuickBooks Online API
Practice management interface
DigitalOcean

// estimate

Build: ≈ US$49,600 to US$75,800, delivered within 19 weeksCAD 70,600 to 107,900
Hosting: ≈ US$176 a monthCAD 250 a month
Support: ≈ US$2,500 a monthCAD 3,565 a month

Prices in your currency are estimates from today's Bank of Canada rate. All invoicing is in CAD or USD.

Timeline by milestone

Discovery: 2.9 to 3.4 weeks
Data mapping and sandbox connection: 0.4 weeks
Design approved: 2.4 to 3.4 weeks
Core features: 1.4 to 2.4 weeks
Full build: 0.9 to 1.4 weeks
Sync built and reconciled in sandbox: 1.4 to 2.4 weeks
Testing and fixes: 0.9 to 1.4 weeks
Launch: 0.9 to 1.4 weeks
Live cutover: 0.9 to 1.4 weeks
Hypercare: 0.9 to 1.4 weeks

Outside our hands, and added to the calendar

Interface access from your practice management vendor: 1 to 4 weeks

How it is paid

Deposit 30%: CAD 21,180 to 32,370
Discovery 3.3%: CAD 2,329.80 to 3,560.70
Data mapping and sandbox connection 4.9%: CAD 3,459.40 to 5,287.10
Design approved 3.3%: CAD 2,329.80 to 3,560.70
Core features 10%: CAD 7,060 to 10,790
Full build 6.7%: CAD 4,730.20 to 7,229.30
Sync built and reconciled in sandbox 14.8%: CAD 10,448.80 to 15,969.20
Testing and fixes 3.3%: CAD 2,329.80 to 3,560.70
Launch 3.3%: CAD 2,329.80 to 3,560.70
Live cutover 4.9%: CAD 3,459.40 to 5,287.10
Hypercare 5.5%: CAD 3,883.00 to 5,934.50
Holdback, 30 days after launch (10%): CAD 7,060 to 10,790

Start from this example

// questions

Questions we get about this.

Does the QuickBooks sync work with QuickBooks Desktop?

We build for QuickBooks Online. Desktop needs a different approach, which we can look at.

What happens when the practice system and QuickBooks disagree?

The sync stops for that record and shows the difference on a review screen.

Can the QuickBooks sync handle several entities?

Yes, with each entity mapped to its own QuickBooks Online company.

Back to the industry: Professional services About the service: QuickBooks integrations

// next

Not quite your project?

Tell us what you have in mind. We will come back to you with a range and the questions that would narrow it. Or book a call and talk it through.

Start a project Book a call