QuickBooks
Settings → Integrations
Automatically export completed job invoices to QuickBooks Online when a job is paid.
01 · Connect
Connect QuickBooks Online
Sign in with Intuit from Settings → Integrations.
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.
Not connected
QuickBooks
Settings → Integrations
Export completed invoices
Push paid job invoices to QuickBooks when a job completes.
02 · Map
Revenue accounts and customers
Completed paid jobs trigger export.
Wed, May 7 7:05 AM
Hi - need a move-out clean for a 3 bed / 2 bath downtown loft. Can you come Thursday?
Absolutely - what's the street address and do you prefer morning or afternoon?
1200 Market St - morning if possible. Thursday AM works.
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
03 · Work in Robinline
Quote, dispatch, collect in one app
Agents and crew still run entirely in Robinline.
On payment
QuickBooks Online
Invoice #1042$430.00
04 · Export
Invoice on payment
No re-keying line items into QBO.
05 · Insights
Ops metrics + accounting truth
Robinline insights for funnel and ads.
Robinline
Less admin. Your life back.
See it work, text us to get set up today, or book a quick call if you want a walkthrough first.