Financial & Administrative Operations
Intuit QuickBooks Silver Partner

Connect Your Jobs to QuickBooks Online

Sync supported records between Appello and QuickBooks Online using mapped customers, suppliers, accounts and tax types. Invoices go to QuickBooks Online; bills and payment updates return to Appello.

Appello
QuickBooks Online

The Problem

Most contractors run their accounting in QuickBooks Online 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

Supported records move in both directions according to your mapped accounts, tax types and sync settings.

Appello
QuickBooks Online

AR → QuickBooks Online

Invoices

AP ← QuickBooks Online

Bills, vendor credits

Bi-Directional Sync

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

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

Customer & Supplier Sync

Customers and suppliers created in Appello appear in QuickBooks Online; suppliers on synced bills come back.

  • Customer sync
  • Supplier sync
  • Suppliers from synced bills
  • Name-match suggestions

ABC Construction Inc.

Customer • Synced

✓

Steel Supply Co.

Vendor • Synced

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

Invoice Sync

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

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

Bill Sync

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

  • QuickBooks Online → Appello sync
  • Job allocation
  • Account 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 Online, the payment syncs to Appello. AR status stays accurate across systems.

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

Easy Setup, Guided Configuration

Connect your QuickBooks Online 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

In use, not in a deck

Appello-wide usage totals, counted across customer accounts on 2 September 2026. These are not QuickBooks sync counts.

32,626

AP bills costed to jobs on Appello

7,737

Invoices issued from Appello

17,139

Jobs costed on Appello

QuickBooks Online + Appello = Complete Financial Picture

Appello handles operations. QuickBooks Online 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 Online?

Yes. Appello connects to QuickBooks Online and syncs invoices, customers, bills and payments, so the same record is not typed twice.

What data syncs between Appello and QuickBooks Online?

Appello sends invoices, jobs (as sub-customers or projects), customers and suppliers to QuickBooks Online. Bills, vendor credits, payments and the suppliers on synced bills come back to Appello. Tax types and accounts are mapped once to match your chart of accounts, and you choose which data types sync.

How long does setup take?

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 Online included in my Appello subscription?

QuickBooks Online 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 Online integration eliminates double entry and gives you real-time financial visibility.