Free · For bookkeepers — and shops that keep their own books
Free Sync Health Check: your field-service app against QuickBooks
Pick one set of books — a client's, or your own. We compare the field-service invoices with what actually landed in QuickBooks and show you every one that doesn't match: missing invoices, different totals, tax and payments. Free, and nothing is written to either system.
100% free. No credit card, and you see every finding without paying.
Connect QuickBooks
One connection, and our software blocks every write while the check runs. The first findings come back from QuickBooks alone — duplicate invoice numbers, payments applied to nothing, balances that don't add up.
Add the field-service app
Housecall Pro or Zoho, or ServiceTitan, Jobber or Workiz (those three are in beta), and how far back to look — 30 days to 12 months. The deeper comparison runs while you read the first results.
Get the findings
Every invoice, total, tax amount and payment that disagrees, with the transactions behind it — a report and an Excel workbook you can read straight away; a person reviews it before the signed-off copy is sent.
Read-only. The check only reads. The workspace it runs in is locked so nothing is written to QuickBooks or the field-service app.
Already using your field app's own QuickBooks sync?
Leave it on for the check — nothing changes while it runs, and the check shows what that sync has been getting wrong. Only if you later start the plan do you turn it off, the day you start, so the same sale isn't posted twice.
Connect the accounts
Sign in to QuickBooks and the field-service app. Read-only, and the most complete check.
Upload export files instead
Nothing gets connected. Upload a CSV or Excel export from each app; it's read in your browser. Easiest on a computer.
This is a software-generated diagnostic that compares records extracted from the field-service app and QuickBooks Online for the period shown. It is not a financial-statement audit, a review, or an agreed-upon-procedures engagement, and it expresses no opinion on the books. Figures are as extracted on the dates stated; completeness is described in the Coverage section.