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Autopilot

Do the job once. Enter it once.

Connect QuickBooks Online so customer, invoice, and invoice payment changes in Autopilot carry over to your books. Keep your workday and bookkeeping connected.

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Trusted by 400+ businesses4.9 out of 5 stars on Google Play4.8 out of 5 stars on the App Store
Connect QuickBooks and manage one-way synchronization from Autopilot.
  • Customers
  • Invoices
  • Invoice payments
See whether synchronization is working and what is waiting.

Keep the invoice and its payment together.

An invoice and a received payment are different records. The connection carries both. Tips are recorded separately in QuickBooks so they don't change the invoice amount.

  • New and changed customers carry over from Autopilot.
  • Invoices and invoice payments stay linked to the customer.
  • Choose whether to sync existing invoices and payments at setup.
  • Review existing QuickBooks entries first to avoid bringing in duplicates.

Your office has better things to do than retype invoices.

Your crew runs the work in Autopilot. Your bookkeeper works in QuickBooks. The connection carries the customer, invoice, and payment records from one to the other so the same job doesn't need a second round of entry.

InvoicingReports

  1. Connect QuickBooks Online

    Authorize your QuickBooks account from Autopilot. Choose whether to bring over existing invoices and invoice payments during setup.

  2. Keep working in Autopilot

    Create or update customers, invoices, and their payments as you normally would. Those changes are carried from Autopilot to QuickBooks.

  3. Review the sync

    Check synchronization status and review records that need attention. Keep your bookkeeper involved when matching existing customers or deciding which older records to bring over.

A moving crew working together beside their truck

The crew does the work. The records follow it.

Keep field work and office work connected without presenting the integration as a second place to manage the job. Review the sync settings that fit your company.

See it with our team
businesses run on Autopilot
400+
Google Play rating
4.9
App Store rating
4.8
per month starting price
$49

Questions about QuickBooks

What to know before you put it to work.

Which direction does the connection sync?
The integration carries customers, invoices, and invoice payment changes from Autopilot to QuickBooks Online. It is not a promise of two-way synchronization.
Can I bring over records I already have?
Setup offers an initial sync of existing invoices and payments. Existing customers are also included in the initial customer sync. Review what is already in QuickBooks before choosing this option.
What if I already entered an invoice in QuickBooks?
Be careful with the initial sync. If the same invoices or payments were manually entered in QuickBooks, bringing them across again can create duplicates.
How are tips handled?
A tip is recorded as a separate sales receipt for the customer in QuickBooks. It does not change the original invoice's total.

Keep the whole business connected.

InvoicingReportsIntegrations

See QuickBooks in your business.

Try Autopilot for yourself, or book a demo and walk through the work with our team.

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Screenshots use sample records.