Workiz + QuickBooks Online, reviewed line by line before export.
- Import Workiz invoices into one review workspace.
- See totals, balances, taxes, and mappings — and fix the draft before anything posts.
- After export, HVAC Bridge verifies what QuickBooks actually recorded matches what you approved.
Early access — You can connect Workiz yourself today. It's in early access: built against Workiz's documentation but not yet run on a real customer's account, so check your first invoices against Workiz before you rely on them, and email support@hvac-bridge.com if anything looks off — we'll fix it with you. You'll need Workiz's Ultimate plan with the Developer API add-on turned on.
From your export — Works today from your Workiz invoice export. Upload the export and HVAC Bridge reads the invoices on your computer, compares them with QuickBooks Online, shows what's missing or different, and posts only the list you approve. Totals, tax and amounts paid come through from an export; line items don't, so each invoice reaches QuickBooks as one service line. A direct connection, when Workiz approves it, adds the detail.
Free and read-only: nothing is written to QuickBooks or your field app while it runs.
Sound familiar?
Workiz and QuickBooks should tell the same story.
A field-service invoice can look finished while the accounting behind it is incomplete or mapped differently. That gap is where month-end cleanup comes from.
- Jobs close in Workiz, but getting those invoices into QuickBooks is still somebody's typing.
- Totals and taxes that looked right on the job can land differently in your books.
- Re-keying invoices into QuickBooks means every field is another chance for the two systems to disagree.
How it works
A checkpoint between Workiz and your books.
Connect Workiz
Paste a Read only API key from Workiz (Settings → Developer → v2 tab; needs Workiz Ultimate with the Developer API add-on). We check it can read invoices and payments before saving it, store it encrypted, and only ever read from Workiz.
Review & audit
Every invoice lands as a draft with named checks against what QuickBooks has. Fix the lines, mappings, and taxes that need it.
Export & verify
Export the approved version — then HVAC Bridge compares what QuickBooks actually recorded against what you approved, and flags any gap.
Before you start
What you need to connect Workiz
Paste a read-only key
- Workiz's Ultimate plan with the Developer API add-on turned on (Feature center → Developer API).
- A Workiz admin who can open Settings → Developer.
- A v2 API key with Read only access to Invoices, Payments, Jobs and Clients. We check it before saving it.
- QuickBooks Online, connected with your QuickBooks sign-in.
HVAC Bridge only reads from Workiz. It never changes anything there.
Line by line
Every invoice, against a named list — not a vibe.
Each imported invoice is compared against what QuickBooks has, check by check, with the disagreeing value shown in red:
- Totals
- Balance
- Tax mapping
- Customer match
- Invoice number
- Due date
- Payment gap
- Billing status
- Pending edits
What's included
The Workiz connection, specifically.
Connectors differ — this is what this one does. No feature listed here is shared marketing copy; each maps to the Workiz integration as built.
- Invoice import from Workiz
- Customer matching
- Item matching
- Invoice-level tax review
- Payment records from Workiz
- Draft editing before export
- Named audit checks on every invoice
- QuickBooks export with post-export verification
- Daily scheduled import
Mappings
Mappings become visible work, not hidden assumptions.
Every customer, item, and tax behind an export is linked to a QuickBooks record you can see. Unmatched records are flagged, and nothing posts until they're resolved — by you, or in bulk.
A direct export moves data. That's not the whole job.
Sending an invoice straight from Workiz to QuickBooks gives you no checkpoint in between: no side-by-side review, no discrepancy flags, no draft to correct, and no verification of what QuickBooks actually recorded. HVAC Bridge is that checkpoint — audit, fix, approve, export, verify.
The plan
Start manual. Automate when you're ready.
Keep it right
$50/moOne plan with everything in it: the review workspace, matching, draft editing and post-export verification, plus daily scheduled import, audit mode and automatic posting — which is earned, not assumed: it unlocks after your first successful manual exports, and approval stays the default.
The check is free and read-only. A backlog already missing from QuickBooks is cleared separately — see pricing.
Questions
Does Workiz integrate with QuickBooks Online?
Yes, in early access. You connect Workiz and QuickBooks yourself; HVAC Bridge reads your Workiz invoices and payments, lets you review each invoice, and posts it to QuickBooks Online. It hasn't yet been run on a real customer's Workiz account, so compare the first few invoices with Workiz before you rely on it.
What do I need on the Workiz side?
Workiz's Ultimate plan (Workiz lists API access on Ultimate only), the Developer API add-on turned on in Workiz's Feature center, and a Workiz admin who can open Settings → Developer. You create a v2 API key with Read only access to Invoices, Payments, Jobs and Clients.
What does early access mean?
You can connect and run it on your own today. Early access means we haven't yet seen it work on a real customer's account, so compare your first imported invoices with the source app before posting them, and email support@hvac-bridge.com if anything is wrong — we'll fix it with you.
What does it cost?
One plan, $50 a month, with every feature included. Every new account starts with a 14-day free trial — no credit card required.
Also built for the rest of your stack — one review path across all of them.
Put a checkpoint between Workiz and QuickBooks.
Import your invoices, see the mismatches side by side, and export only what you've reviewed.
Free and read-only: nothing is written to QuickBooks or your field app while it runs.