Seamlessly connect you field service management (FSM) system to QuickBooks Online. Eliminate double data entry, prevent human error, and keep your books perfectly balanced without the manual effort.
We built a smart engine that knows exactly what to push and what to pull so that your systems are in perfect harmony.
Invoices, payments, refunds, journal entries, and expenses are automatically pushed to QBO. Supporting data like customers, items, taxes, and vendors sync instantly.
Updates shouldn't be one-way. New customers, refunds, and voids processed within QBO are automatically pushed from QuickBooks to your FSM platform.
We stop sync failures before they happen. Our integration strictly ensures your data is in the correct format and all dependencies are in place before sending any transaction to QBO.
Don't let customer prepayments mess up your Profit & Loss statements. Obsaas automates the complicated transitions between liability and income.
If a customer pays before a job is completed, we automatically generate a journal entry to record the sales as Unearned Revenue.
The exact moment you mark a job as "Completed," we create a journal entry to shift funds from Unearned Revenue into your actual Sales/Income accounts.
Obsaas allows you to choose between Cash and Accrual accounting methods.
Simple integrations break when billing gets nuanced. Obsaas is engineered to handle your real-world invoicing rules while keeping accountants happy.
Interest, late fees, and tips have the potential to impact the integrity of your financial data. Obsaas handles these with ease by automatically recording them in QBO and linking them to the original invoice.
When a client pays early, we automatically generate a Credit Memo, prorate the taxes across eligible line items, and apply it seamlessly in QBO.
Need to modify an unpaid invoice? No problem. Any edits you make are automatically pushed to QuickBooks Online, ensuring your records remain perfectly aligned without any double data entry.
Handle your outgoing cash flow with absolute precision. Push everything to QBO perfectly categorized and ready for audit.
Easily differentiate between expenses already paid (company card, cash) and vendor invoices you owe later (Accounts Payable).
Split a single receipt across multiple GL categories (e.g., $100 Materials, $5 Tax). Link individual lines directly to customer work orders for precise job costing.
Upload up to 10 receipts that attach directly to the QBO transaction. Plus, only "Approved" expenses sync, keeping your QBO ledger pristine.
Receipts, multi-line GL splits, and job costing data push to QBO as pristine Bills or Purchases.
View failed syncs, read human-readable explanations, add internal notes, and click "Retry" to push records through.
We don't leave you guessing. Powerful dashboard tools ensure you always know exactly what is happening between the two systems.
Verify your financials at a glance. Our intuitive, side-by-side reconciliation tool automatically compares platform invoices and refunds against QuickBooks, highlighting any discrepancies so you can close your books with absolute confidence.
Accidentally post to a closed period or delete a GL account? The Error Manager catches it, explains the issue, and allows you to rerun the transaction once you've resolved the issue.
Need to lock down a specific invoice? Simply uncheck "Sync to QBO" to prevent future updates from overwriting manual changes you've made in QuickBooks.
You decide exactly which past transactions flow into QuickBooks.
Switching accounting workflows doesn't have to be a nightmare. We've made the transition smooth, secure, and fully under your control.
Easily pull your existing QBO customers, GL accounts, and payment methods directly into Obsaas. Our system even checks names and emails during customer imports to guarantee no duplicate records are ever created.
Get up and running almost instantly. Setup takes just two minutes—simply define the default General Ledger (GL) accounts you want to use for various transaction types, and our system handles the rest.
Set an "Integration Effective Date" to control exactly when the sync begins. Push years of historical invoices, payments, and data to QBO with a single click.