IronSight's QuickBooks Desktop Integration
Seamlessly sync field tickets and invoices to your accounting system—save data-entry time, reduce errors, and get paid faster.
Give office admins time to focus on what matters
Let’s say your team processes 1,000 tickets per month. With IronSight's QuickBooks Desktop integration, you’d save about 50 hours a week by eliminating manual data entry. Whether your volume is higher or lower, the time savings scale with your business—freeing your team to focus on what really matters.
Connect to QuickBooks Desktop effortlessly in just a few clicks.
Connecting IronSight with QuickBooks Desktop is quick and easy. Go to Admin Portal > Available Apps > QuickBooks Desktop, download the setup file, and copy your password. Then, upload the file in QuickBooks Web Connector and paste your password to complete the setup.
It only takes a few minutes to get started. Need help? Watch our quick demo video for a step-by-step walkthrough.
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Sync IronSight batches to QBD invoices
IronSight batches streamline your invoicing by syncing directly with QuickBooks Desktop. A batch includes all the key details—like invoice number, customer, terms, due date, and memo—along with a collection of jobs. Each job’s line items, including product/service, quantity, rate, line total, and descriptions, map perfectly to QuickBooks invoice fields.
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FAQ
Access is exclusive to our IronSight Pro plan subscribers. This premium plan includes the QuickBooks Desktop integration, but also offers an array of advanced features including enhanced ticketing capabilities and digital safety/inspection forms, all designed to streamline your field service operations. Click here to learn more about upgrading to Pro.
A batch in IronSight represents an invoice, containing header details (invoice number, customer, terms, due date, memo) and a collection of jobs. Each job has line items mapped to QuickBooks Desktop’s invoice lines, including product/service, quantity, rate, line total, and description.
The integration is one-way. IronSight sends invoice data to QuickBooks Desktop, but changes made in QuickBooks are not pushed back to IronSight.
You need to ensure product or service names in IronSight match the item names in QuickBooks Desktop exactly. This alignment allows the sync to correctly map line items to your existing QuickBooks product/service list. The CSV importer on IronSight's product/services page in the admin portal makes it easy to set this up.
Create a batch of jobs in IronSight (e.g., disposal jobs from the last week for a customer). Assign invoice details and click “Sync,” which sets the batch to a queued status. The QuickBooks Web Connector then pulls these queued batches into QuickBooks Desktop on its next run—either on demand or on a set schedule. Once the invoice appears in QuickBooks, review accuracy and, if needed, attach the batch PDF from IronSight.
Yes. Setup can be done within a few minutes. You can follow our step-by-step instructions and video guides for self-service setup. If you need additional assistance, our Customer Success team is ready to help.
You can run the QuickBooks Web Connector manually at any time or schedule it to run automatically—say, every 30 minutes—to ensure your invoices stay up to date.