Product confirmation
Online vs Desktop—different tooling.
Analytics and Reporting · QuickBooks
Invoices and payments are not the same as job profit
Accounting systems record what was billed and paid. That is not interchangeable with field job revenue or true profit until labor and material costs are complete and matched.
QuickBooks connections are scoped separately after we confirm product (Online vs Desktop), plan, admin access, and method (API, export, or accountant-assisted report). Priced on your call—not part of the included analytics page.
Billed totals can flatter incomplete jobs
Invoice totals without matched costs invent false margins.
We only join QuickBooks data when access and matching rules are clear—and we label gaps instead of fabricating profit.
Add-on · priced on your call
What a QuickBooks scope can include
Subject to your plan, permissions, and agreed method.
Access and permissions
Admin/company access required for any connection.
Invoices and payments
Billed and collected amounts when available.
P and L awareness
Financial reports only where permissions allow.
Matching rules
Jobs/services/towns need careful joins—no magic.
No partnership claim
We do not claim Intuit partnership on this page.
How QuickBooks work is scoped
Prove access, then propose the join.
Confirm product and plan
Online/Desktop and feature tier.
Confirm admin access
Who can authorize connections or exports.
Choose method
API, export, or accountant-assisted.
Define matching rules
How invoices relate to jobs and towns—if at all.
Who this is for
Owners who already run QuickBooks and want accounting layers in analytics—when access allows.
Local tradesService businessesOwners who want clear next steps
Included vs add-on
Ready to talk it through?
A free 30-minute review with Chris. No technical prep required.
Talk with ChrisQuickBooks questions
Is QuickBooks in the $500 package?
No. Connection work is separate and priced on your call.
Can you connect Desktop the same way as Online?
No. Desktop uses different tooling. We confirm first.
Will this show true job profit automatically?
Only with complete cost inputs matched correctly.
Do you need my Intuit password?
Prefer proper admin authorization flows.
Get a free Google audit
Public Google Business Profile basics, local visibility notes for agreed service and town searches (with date and location context), reviews and profile gaps, website/mobile contact path, and up to three priorities. Thirty minutes. No profile login required to request.
Get a free Google audit Or book 30 minutes
Observation limits apply. No invented rankings, scores, or guaranteed AI checks.
Connect accounting carefully—or not at all
Separately scoped. Talk with Chris about access before promising a connection.
Talk with Chris