Financial & Administrative Operations
Intuit QuickBooks Silver Partner

Real-Time Sync — No More Double Entry

Invoices, bills, customers, payments — everything syncs between Appello and QuickBooks Online in real-time. Your books are always accurate.

Appello
QuickBooks Online

The Problem

Most contractors run their accounting in QuickBooks but manage operations somewhere else. The result? Hours of manual data entry, sync errors, and financial reports that don't match reality.

  • Manual data entry between systems
  • Sync errors and mismatches
  • Hours spent reconciling
  • Disconnected field and finance data

How Appello Solves It

  • Real-time bi-directional sync
  • Customer and supplier matching
  • Invoice and bill transfer
  • Payment tracking

Two-Way Sync That Actually Works

Data flows both directions automatically — no manual entry, no delays, no errors.

Appello
QuickBooks

AR → QBO

Invoices, payments

AP ← QBO

Bills, vendor credits

Bi-Directional Sync

AR from Appello → QuickBooks. AP from QuickBooks → Appello. Data flows both directions in real-time via webhook-based sync.

  • AR sync (Appello → QBO)
  • AP sync (QBO → Appello)
  • Real-time updates
  • Webhook-based sync

Customer & Supplier Sync

Customers and suppliers stay in sync. Create in Appello, appears in QuickBooks. Create in QuickBooks, appears in Appello.

  • Customer sync
  • Supplier sync
  • Bi-directional create
  • Auto-matching

ABC Construction Inc.

Customer • Synced

Steel Supply Co.

Vendor • Synced

Invoice #1024Synced to QBO
CustomerABC Construction
JobDowntown Office Tower
Amount$45,200.00
StatusSent to QuickBooks ✓

Invoice Sync

Invoices created in Appello appear in QuickBooks automatically. Line items, amounts, customers — all transferred.

  • Automatic transfer
  • Line item detail
  • Customer matching
  • Status tracking

Bill Sync

Bills entered in QuickBooks (via Dext or manual entry) sync back to Appello for job costing.

  • QBO → Appello sync
  • Job allocation
  • Cost code mapping
  • Vendor matching
QuickBooks Online
Bill from Steel Supply$3,450.00

→ Synced to Job: Tower Project

Bill from Rental Co.$1,200.00

→ Synced to Job: Warehouse

Tax Type Configuration

HHST (Ontario)
Mapped ✓
GGST (Alberta)
Mapped ✓
PPST (BC)
Mapped ✓

Tax Type Mapping

Map HST, GST, and other tax types between systems. Taxes calculate correctly in both places.

  • Tax code mapping
  • HST/GST support
  • Multi-tax support
  • Automatic calculation

Payment Tracking

When customers pay in QuickBooks, the payment syncs to Appello. AR status stays accurate across systems.

  • Payment sync
  • AR status update
  • Partial payments
  • Reconciliation
Payment Received$45,200.00
Invoice#1024
CustomerABC Construction
Payment MethodCheck #4521
StatusPAID IN FULL

Easy Setup, Guided Configuration

Connect your QuickBooks account in minutes. Our guided setup walks you through mapping customers, tax types, and accounts.

1

Authenticate

Connect your QuickBooks Online account with secure OAuth

2

Configure

Set up data sync preferences and choose what to sync

3

Map

Match customers, vendors, and tax types between systems

4

Enable Sync

Turn on real-time bi-directional sync and you're done

Real Results from Real Contractors

1 FTE

Reduced office headcount

6,700+

Account payables synced annually

15-20

Hours saved per week

"Before the integration, we weren't taking advantage of the financial accounting side of Appello because we didn't want to do double entry. Now with native QuickBooks sync, we're tracking 6,700+ account payables in a fiscal year — something we never could have done manually. We can now see our job profitability in real-time."

Owen's Installation

Industrial contractor, US operations

QuickBooks + Appello = Complete Financial Picture

Appello handles operations. QuickBooks handles accounting. Together, they give you a complete view of your business.

Connected to all Appello financial modules:

Frequently Asked Questions

Does Appello integrate with QuickBooks?

Yes! Appello offers seamless integration with QuickBooks Online, ensuring your financial data stays organized and accurate. The integration simplifies syncing invoices, customer information, bills, and payments.

What data syncs between Appello and QuickBooks?

Appello syncs accounts payable (bills), accounts receivable (invoices), payments, jobs (as sub-customers or projects), customers, vendors, tax types, and GL accounts. You can configure which data types sync and customize mapping to match your chart of accounts structure.

How long does setup take?

Most customers are up and running within a few hours. The initial connection takes minutes, and mapping your data typically takes 1-2 hours depending on the size of your chart of accounts. Our team provides onboarding support to ensure smooth setup.

Is QuickBooks included in my Appello subscription?

QuickBooks is not included in your Appello subscription. However, Appello offers seamless integration with QuickBooks Online at no additional cost. You'll need your own QuickBooks Online subscription.

Ready to Connect Your Books?

See how Appello's QuickBooks integration eliminates double entry and gives you real-time financial visibility.