QuickBooks Online Integrations

Your Tech Stack, Actually Working Together

QuickBooks Online is only as good as the setup behind it. A poorly configured QBO file — wrong tax codes, a mismatched chart of accounts, platforms that aren't connected — creates more work and more errors than doing it by hand.

PCS doesn't just hand you a login. We build your system correctly, connect your tools, and make sure your data flows the way your business actually works.

What We Integrate

1.

QuickBooks Online Setup &Configuration

Chart of accounts built for your industry. Tax codes configured for your province — and for cross-border sales if you sell online. Bank feeds connected. User roles set. Your QBO file built to reflect your business from day one, not retrofitted later.

E-Commerce Integrations

E-commerce businesses need more than a basic QBO setup. You need your platforms talking to each other — and feeding clean, accurate data into your books automatically.

• A2X (Shopify & Amazon): the gold standard for e-commerce reconciliation. A2X connects Shopify and Amazon to QBO and automatically breaks down every payout into its correct components — gross sales, fees, refunds, shipping, and taxes. We set it up, map it to your accounts, and manage it ongoing. This is the tool that solves the problem most bookkeepers can't.

• Shopify + QBO direct integration: for businesses that don't need A2X, we configure the native Shopify-QBO connection properly — with correct income accounts, tax

mapping, and fee tracking.

• WooCommerce, Etsy, Amazon: each platform reconciled through the right integration for your volume and complexity.

• Stripe, PayPal, Square: payment processor data reconciled against QBO so fees are captured, refunds are tracked, and nothing disappears into a catch-all account.

• Inventory management: Shopify inventory synced to COGS in QBO — so your margin reports are accurate, not theoretical.

Trades & Construction Integrations

Trades businesses often run their jobs in one system and their books in another — and nothing

connects. We bridge that gap.

• Jobber: field service management synced to QBO — invoices, job costs, and payments

flow automatically.

• ServiceTitan: enterprise-grade integration for larger trades operations.

• Buildertrend / CoConstruct: construction project data — budgets, costs, change

orders, draws — connected to your accounting system.

• Dext: receipt and document capture for field teams. Photo a receipt, it's in QBO.

2.

QuickBooks Online Training

Want to actually understand your own system? We offer one-on-one and small group QBO training tailored to your business. After a session with PCS, you'll know how to read your reports, run reconciliations, and catch issues before they become problems.

3.

QBO Health Check

Already on QuickBooks but not sure it's set up correctly? We diagnose your file completely — wrong tax codes, mismatched accounts, bank feed errors, chart of accounts issues. You get a written report of what's wrong and a clear plan to fix it.

4.

Migration to QuickBooks Online

Moving from Sage, Wave, Excel, or a desktop accounting system? We handle the full migration — data mapping, historical import, validation — with minimal disruption to your operations.

MEET THE FOUNDER & CEO

The right integrations don't just save time.

They eliminate the class of errors that come from manual re-entry — the same errors we routinely fix when clients arrive with books that don't match reality.