Integration

Zipflow + QuickBooks: Connect Field Job Completion to Billing

QuickBooks is the leading accounting platform for SMBs. Connecting Zipflow with QuickBooks means your field operations data flows directly into your finance processes — eliminating manual data entry and billing delays.

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Use Cases

Auto-create QuickBooks invoices from completed Zipflow jobs

When a field job or installation is marked complete in Zipflow, Zapier or the API automatically creates a draft invoice in QuickBooks with the relevant line items.

Sync Zipflow customer records with QuickBooks clients

New customer records created in Zipflow are automatically mirrored in QuickBooks, keeping your CRM and accounting data in sync.

Log field service time to QuickBooks time tracking

Hours logged against jobs in Zipflow are automatically synced to QuickBooks Time for accurate labour billing and payroll processing.

Trigger billing workflows from Zipflow job status changes

When a Zipflow job moves to a specific stage (e.g. 'Customer Accepted'), QuickBooks automatically triggers the corresponding invoice or payment request.

How to Connect

1

Connect via Zapier or API

Use Zapier's QuickBooks integration with Zipflow triggers, or use Zipflow's REST API to push job completion data directly to QuickBooks.

2

Map your Zipflow job fields to QuickBooks invoice fields

Work with our onboarding team to map your Zipflow job data (customer, line items, hours, parts) to the corresponding QuickBooks invoice fields.

3

Test and activate the integration

Run a test job completion in Zipflow to confirm the QuickBooks invoice is created correctly, then activate the integration for live operations.

Frequently Asked Questions

Can Zipflow automatically create QuickBooks invoices?

Yes. Using Zapier or the Zipflow API, a completed job in Zipflow can automatically create a draft or sent invoice in QuickBooks with customer details, line items, and job reference.

Does Zipflow sync customer data with QuickBooks?

Yes. Customer records can be synced between Zipflow and QuickBooks so your operations and finance teams always have consistent customer data.

Is the QuickBooks integration available on all Zipflow plans?

API access required for direct integration is available on Professional and Enterprise plans. Zapier-based integration also requires API access.

Can I track time spent on field jobs and bill it in QuickBooks?

Yes. Zipflow can log time against each job, and this data can be synced to QuickBooks Time for labour billing and payroll processing.

Ready to connect Zipflow with your tech stack?

Request a demo and our team will walk you through the integration setup for your specific workflow.

Request a Demo