Free · Read-only · No card
The free health check. Find out what QuickBooks is missing.
We compare the invoices in your field-service app with what actually landed in QuickBooks, and show you every one that doesn't match: missing invoices, different totals, tax and payments. It reads both systems and writes to neither.
How it works
Three steps, and you see results after the first.
- Step 1
Connect QuickBooks
One connection, and our software blocks every write while the check runs. The first findings come back from QuickBooks alone, before you connect anything else.
- Step 2
Add the field-service app
ServiceTitan, Housecall Pro, Jobber, Workiz or Zoho, and how far back to look — 30 days to 12 months. The deeper comparison runs while you read the first results.
- Step 3
Get the findings
A report and an Excel workbook, yours to keep whatever you decide. You can read it straight away; a person reviews it before the signed-off copy is sent.
What it looks for
Two passes over your books.
Every finding names the invoices behind it, with amounts — not just a count.
QuickBooks on its own
Starts the moment you connect.
- The same invoice number, twice
- Payments applied to nothing
- Payments filed under a placeholder customer
- Credits nobody used
- Balances that don't add up
- Tax that quietly went missing
- Voided invoices still holding money
- Invoices dated inside a closed period
Compared with your field app
Every invoice, line by line, tax, totals and payments.
- Invoices that never reached QuickBooks
- Matching invoices that were never linked
- Cancelled in the field app, still open in QuickBooks
- In QuickBooks, but not in the field app
- Sent to QuickBooks, then deleted there
- Totals that differ between the two systems
- Tax that doesn't match
- Payments missing on one side, or extra on the other
- Status, due date or customer name that differ
- Booked in the wrong currency
Your books stay yours.
The check only reads.
Nothing is created, changed or deleted in QuickBooks or your field app. Our software blocks every write while a check runs.
We never see your QuickBooks password.
You sign in on Intuit's own page, and you can disconnect at any time.
Walled off and encrypted.
Each company's data is kept separate from every other, and encrypted in transit and at rest.
Never sold.
We don't sell your data, to anyone.
Works with QuickBooks Online and the field app you already use.
Questions
Is it really free?
Yes. There is no card and no trial clock. The report and the workbook are yours whatever you decide afterwards.
Will it change anything in my books?
No. The check only reads. Nothing is created, edited, posted or deleted in QuickBooks or the field app while it runs.
What if it finds nothing?
Then you have that in writing. We would rather tell you the books are clean than sell you a fix you don't need.
I'm a bookkeeper. Can I run it on a client's books?
Yes, one set of books per check. If you look after several field-service clients, talk to us and we'll set them up together.
See what your books are missing.
Free, read-only, and the first findings come back as soon as QuickBooks is connected.