FIELD SERVICE MANAGEMENT SOFTWARE THAT INTEGRATES WITH QUICKBOOKS
Simplify and automate your accounting and tax preparation with field service management software that fully integrates with QuickBooks or your preferred accounting tool.
Managing accounting and bookkeeping can be demanding, especially for service business owners without a financial background. Balancing books, tracking expenses, and maintaining accurate tax records requires time and attention that could be spent serving customers or growing the company.
Optsy makes it easy. Our field service management software is 100% compatible with QuickBooks and other leading accounting applications, ensuring that every invoice, payment, timesheet, and bill is stored securely in Optsy and synced with QuickBooks in real-time. This automation eliminates double entry, reduces errors, and saves hours of manual data work.
Everything stays digital and organized, with our tools and technology, so you no longer need to manually balance accounts or file paper documents. Customers can even review and sign agreed-upon prices within the app, removing extra paperwork before and after each job. And when tax time arrives, because of the integrations, all the necessary information and workflows are ready with a single click.
Why you’ll love Optsy’s integration with QuickBooks
No Double Handling
Optsy integrates directly with Intuit QuickBooks via API, so all data from estimates and invoices to transactions and bill payments flows into QuickBooks to streamline your entire financial workflow. You can manage everything in one place, eliminating duplicate entries.
Quick and Easy Accounting and Tax Prep
Because Optsy and QuickBooks share data instantly, you never need to hunt for job costs or labor details.
Project management and tax reporting become straightforward and error-free, with year-end tax packages ready in a single click.
Effortless Cash-Flow oversight
Real-time financial reports show earnings, expenses, and profits for each project or time period.
Seasonal businesses can continuously monitor revenue and costs, staying in control of their finances year-round.
Accurate Job Costing & Profit Tracking
Every labor hour, part, and expense entered in the field is matched to the right job and customer. This provides you with precise profit margins on each project and helps you identify underperforming contracts before they impact the bottom line.
Audit-Ready Records
With every invoice, payment, and timesheet securely stored and synced, your books are always complete and compliant. Whether you’re preparing for an internal review or an external audit, you can provide documentation quickly and confidently.
How QuickBooks Integration Works Across Optsy’s Features
Optsy doesn’t just connect to QuickBooks, it weaves financial accuracy through every part of your workflow.
Each module feeds data directly into QuickBooks, so your books stay balanced without extra work.
Scheduling & Dispatching
As jobs are scheduled or dispatched, labor hours, travel costs, and related expenses are captured and sent straight to QuickBooks. Every job’s financial record is built automatically as the work happens with efficiency.
Estimating & Invoicing
Quotes created in Optsy can be converted to invoices and sent to customers instantly.
Once a payment is received, whether in the office or on-site, it is synced with QuickBooks, keeping customer balances and revenue reports entirely up to date across all systems.
Service Agreement Management
Recurring maintenance plans and special-rate service contracts are tracked automatically.
All billable work, from scheduled visits to warranty repairs, is logged under the correct contract and transferred to QuickBooks, ensuring each agreement is profitable and accurately recorded.
Mobile Field Service App
Technicians log time, materials, and parts on-site, take photos, capture customer signatures, and even process secure credit card payments powered by Fidelity.
The moment a job is marked as complete, all charges are transferred directly to QuickBooks, eliminating delays and accelerating cash flow.
Inventory & Equipment Tracking
When parts are used or purchased, inventory levels and costs are updated in Optsy and automatically reflected in QuickBooks.
This ensures job costing and profit analysis always reflect actual, real-time material usage.
Reporting & Cash Flow Oversight
Optsy’s integrated reporting gives you a clear view of income, expenses, and profitability.
Because every transaction is synced with QuickBooks, you can instantly pull financial reports for a single job, a customer, or your entire business, perfect for planning and tax preparation.
One Platform from Estimate to Tax Filing
From the first proposal to year-end reporting, Optsy and QuickBooks work as one.
Your estimates, scheduling, dispatching, invoicing, and payments are all linked, so your office never needs to re-enter or reconcile data.
How QuickBooks Integration Helps Each Industry
Every field service business benefits when scheduling, dispatching, and accounting work together.
Here’s how different industries gain from Optsy’s QuickBooks integration:
Hvac Software
Track HVAC maintenance contracts and large equipment installations with precise cost and revenue reporting, ensuring accurate financial management.
Refrigerant usage, parts, and technician time recorded in the field all sync to QuickBooks instantly, providing real-time profitability and simplified tax preparation.
Plumbing Software
Handle emergency plumbing repairs and routine service with confidence.
Invoices, labor hours, and credit card payments recorded on-site are automatically synced with QuickBooks on the same day, eliminating billing backlogs and improving cash flow.
Electrical Contactor Software
Manage complex electrical projects and unexpected change orders with ease and solutions.
Every new work order, material usage, or scope change is updated in Optsy and automatically reflected in QuickBooks for accurate job costing and faster financial closeouts. Stay compliant with temperature-sensitive service agreements.
Refrigeration Software
Equipment logs, preventive maintenance, and recurring service charges are automatically posted to QuickBooks, keeping records for your refrigeration business audit-ready and ensuring contracts remain profitable.
Roofing Software
Track roofing material usage, upload before-and-after photos, and generate invoices directly from the job site.
Every cost and payment is synced to QuickBooks, streamlining project accounting and simplifying tax reporting.
Alarm and Security Service Software
Perform system checks for your alarm and security services, update firmware logs, and collect on-site credit card payments.
Each transaction and service call is captured instantly in QuickBooks, making renewals and month-end reconciliation seamless.