Connect QuickBooks Online to Blade

If you do not already have a subscription to Blade:

1. Go to pricing to signup for a Blade subscription. Connect your company to QuickBooks when prompted during onboarding! QuickBooks is billed based on usage, and can be enabled with any Blade subscription. For more information, see pricing

2. During the connection process you will be prompted to associate QuickBooks income accounts with disaster restoration trades.

Example: If you have a Water Damage Mitigation job in Blade, the invoice for that job can be tagged to the QuickBooks income account you use to track water damage mitigation income. If you have have Hazardous Material Remediation job in Blade (such as Asbestos Abatement), the invoice for that job can be tagged to the QuickBooks income account you us to track asbestos abatement income, etc.!

If you have a current subscription to Blade:

3. Log in to Blade. Account Administrators can navigate to Account Settings, click the Integrations tab, and select 'Enable' on the QuickBooks Online tile. This will allow users with company admin access to connect their company to QuickBooks Online.

4. Click on the Companies tab, and choose the target company. Then select the Connect to QuickBooks button

5. After completing the connection authorization, you will be prompted to tag job trades to income accounts. The purpose of this tagging is discussed in item 2 above.

Blade automatically syncs Blade Customers (Clients), Invoices, and Payments with QuickBooks so you don’t have to spend needless time entering this information in both tools!

Customer: When you add a new Customer to Blade, the Customer is automatically created in QuickBooks. If you edit Customer information in QuickBooks, it automatically syncs those changes to the Customer data in Blade! If you edit Customer data in Blade, those changes are automatically made in QuickBooks!

Invoice: When you add a new invoice in Blade, an invoice is automatically created in QuickBooks! Changes to the invoice in Blade are kept in sync in QuickBooks!

Payments: When you enter payment data for any given invoice in Blade, those same payment entries are made in QuickBooks, and vice versa! Changes to payments in QuickBooks or Blade are kept in sync in both tools!

That’s it! Save hours of time and all that associated labor cost trying to keep your restoration software in sync with QuickBooks Online. Sit back and let Blade do all the work for you!

NOTE: If you have disconnected Blade from QuickBooks Online from within QuickBooks via the QuickBooks marketplace, to reconnect to QuickBooks again you will first need to ‘Disconnect’ inside Blade, and then ‘Connect to QuickBooks’ again.

This integration charges $1.90 per job synced with QuickBooks. All new jobs are automatically synced, and you can choose to manually sync jobs that were created before enabling the integration.

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Learn more about the QuickBooks Online integration on Blade’s Support Center Help page!