Your Projects and QuickBooks,
Finally in Sync
Connect QuickBooks Online, import your customers and projects, and let invoices sync every hour. Approved change orders become QuickBooks invoices automatically - no double entry, ever.
QuickBooks integration is included on Pro at $79/mo. 10-day free trial of every Pro feature. Add a card at signup - cancel before day 10 and you won't be charged.
Typing the same job into two systems is how mistakes happen
Without the integration
- • Every customer entered twice - once per system
- • Invoices in QuickBooks with no idea which project they belong to
- • Change orders approved by the client but never invoiced
- • Clients emailing to ask what they've been billed
- • Project records and the books drifting apart all year
- • Evenings spent reconciling instead of running jobs
With SpecNook
- Customers and projects imported from QuickBooks in minutes
- Invoices sync automatically every hour
- Every invoice attached to the project it belongs to
- Approved change orders become QuickBooks invoices automatically
- Clients see their invoices in the portal - when you allow it
- One source of truth on both sides
What the QuickBooks integration does
Sync, import, and invoicing - the connections that end double entry between your projects and your books.
Connect in a Click
Link your QuickBooks Online account from SpecNook settings with a standard QuickBooks authorization. No file exports, no CSV juggling, no IT project.
Import Customers and Projects
Pull your existing QuickBooks customers and projects into SpecNook so day one doesn't start with data entry. Your client list arrives ready to work.
Hourly Invoice Sync
Invoices sync from QuickBooks automatically every hour. What you see in SpecNook reflects your books without anyone pressing a button.
Attach Invoices to Projects
Connect any QuickBooks invoice to the SpecNook project it belongs to. Billing history lives with the job, not in a separate system nobody cross-references.
Auto-Invoice Change Orders
When a client approves a change order, SpecNook can create the matching invoice in QuickBooks automatically. Signed scope change and billed invoice, always in agreement.
Invoices in the Client Portal
Show clients their project's invoices right in the portal - permission-gated per share link, so you choose project by project whether invoices are visible.
Works alongside QuickBooks - not instead of it
SpecNook is project management software, not an accounting tool. The integration is deliberately scoped to the things a contractor actually needs connected.
What it covers
- Customer and project import from QuickBooks Online
- Automatic hourly invoice sync
- Attaching QuickBooks invoices to projects
- Creating QuickBooks invoices from approved change orders
What stays in QuickBooks
Your accounting: the general ledger, bills, payroll, taxes, and collecting payment. SpecNook doesn't sync estimates or payments, and it never touches your books beyond the invoices and records listed on the left.
That boundary is the point - your accountant keeps QuickBooks exactly as they like it, and your project team gets the visibility they need without logging into it.
Up and running in 3 steps
Connect your account
Authorize QuickBooks Online from SpecNook settings. The connection stays live in the background - tokens refresh automatically, and invoices start syncing every hour.
Import and attach
Bring in your QuickBooks customers and projects, then attach existing invoices to the projects they belong to. Your billing history and your project records line up from the start.
Let the sync do the busywork
New invoices appear on their projects as they sync. Approved change orders turn into QuickBooks invoices automatically. Clients with invoice access see their billing in the portal.
Frequently asked questions about the QuickBooks integration
Does SpecNook replace QuickBooks?
No, and it doesn't try to. QuickBooks stays your accounting system - SpecNook works alongside it as your project management layer. The integration keeps the two in sync so the customers, projects, and invoices you manage in SpecNook line up with your books, without entering anything twice.
What syncs between SpecNook and QuickBooks?
You can import your QuickBooks Online customers and projects into SpecNook so you're not rebuilding your client list by hand. Invoices sync from QuickBooks automatically every hour, and you can attach any QuickBooks invoice to the SpecNook project it belongs to. Going the other direction, an approved change order can be turned into a QuickBooks invoice automatically.
How does auto-invoicing change orders work?
When a client approves a change order in SpecNook, the integration can create the matching invoice in QuickBooks Online for you. The scope change your client signed and the invoice in your books stay in lockstep - no retyping line items, no change orders that never got billed.
Can my clients see their invoices?
Yes, if you want them to. Invoices attached to a project can be shown in that project's client portal, and it's permission-gated per share link - you decide for each project whether the client sees invoices at all.
Which plan includes the QuickBooks integration?
QuickBooks integration is a Pro feature, included on Pro ($79/mo) and Enterprise plans. Pro also includes the rest of the financial toolkit - subcontractor cost tracking and lien waivers - so the money side of your projects lives in one place.
Is there a free trial?
Yes. SpecNook has a 10-day free trial of every Pro feature. Add a card at signup - cancel before day 10 and you won't be charged. QuickBooks integration is a Pro feature, so you can connect your QuickBooks Online account and try the full sync during the trial.
The rest of the money picture
Stop entering everything twice
Connect QuickBooks once and let your projects and your books stay in agreement on their own.
Start your free trialQuickBooks integration is included on Pro at $79/mo. 10-day free trial of every Pro feature. Add a card at signup - cancel before day 10 and you won't be charged.