QuickBooks integration

Paid jobs export to QuickBooks automatically

Connect QuickBooks Online - when a job is paid in Robinline, the invoice lands in QBO without double entry.

Field ops in Robinline. Books in QBO.Operational integration - not a CRM replacement. Invoices flow when jobs close.

01 · Connect

Connect QuickBooks Online

QuickBooks

Settings → Integrations

Connected

Automatically export completed job invoices to QuickBooks Online when a job is paid.

Sparkle & Co. · QBO Realm

Account linked securely · connection encrypted

02 · Map

Revenue accounts and customers

Completed paid jobs trigger export.

QuickBooks

Settings → Integrations

Operational

Export completed invoices

Push paid job invoices to QuickBooks when a job completes.

Revenue mapping

Services incomeMapped

Customer recordsMapped

Tax codesMapped

03 · Work in Robinline

Quote, dispatch, collect in one app

Agents and crew still run entirely in Robinline.

Messages

SMS · +1 (415) 555-0142

SMSMay 7, 2:05 pm

Hi - need a move-out clean for a 3 bed / 2 bath downtown loft. Can you come Thursday?

SMSOutboundMay 7, 2:18 pm

Absolutely - what's the street address and do you prefer morning or afternoon?

SMSMay 7, 4:12 pm

1200 Market St - morning if possible. Thursday AM works.

SMSAI replyMay 7, 4:20 pm

Perfect - 3 bed / 2 bath move-out at 1200 Market St, Thursday AM. Captured and ready for quote.

Ready for quote

Home3 bed / 2 bath · 1200 Market St

WhenThursday AM

04 · Export

Invoice on payment

No re-keying line items into QBO.

Invoice exported to QuickBooks

Jordan M. · Job complete

Paid via Stripe · $430.00

Payment received · receipt sent

Exporting to QBO…

QuickBooks Online

Invoice #1042$430.00

No re-keying line items

05 · Insights

Ops metrics + accounting truth

Robinline insights for funnel and ads.

Robinline Insights

Booked jobs14

Cost per booked$306

Funnel + ad attribution live

QuickBooks

Invoices synced12

Books of recordQBO

Month-end accurate · no double entry

Less admin.Your life back.

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