Eliminate Manual Work Between UpKeep & QuickBooks

Maintenance utilizes upkeep in order to keep work orders, preventive maintenance, assets, and inventory organized. The finance team also uses QuickBooks to keep track of invoicing, payments, and accounting. Without the two integrated, information about maintenance and finances has to be entered manually into the two systems. This causes twofold work, double billing, and discrepancy in reports.

The ConnectorHub Integration Feature integrates UpKeep with QuickBooks by instantly updating your operational data into your accounting system. Maintenance and accounting can work side-by-side with work orders, labor, purchase orders, invoices, vendors and inventory automatically updated in real time.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Maintenance Accounting

Invoice Generation

Allow your team to quickly and accurately create QuickBooks invoices from completed UpKeep work orders to speed up the billing process.

Work Order Costs

Sync labor time, materials and maintenance costs from UpKeep into QuickBooks.

Purchase Orders

Develop and integrate purchasing orders between UpKeep & QuickBooks to enhance procurement process.

Vendor Management

Ensure both systems remain synchronized for vendors & suppliers to avoid duplicate records and streamlines purchasing.

Inventory Updates

Keep up-to-date spare parts inventory and material costs between UpKeep and QuickBooks automatically.

Payment & Financial Reporting

Align invoice, payment status and financial transactions to enhance reporting accuracy and speed up month-end reconciliation.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Ready To Connect UpKeep with QuickBooks

Request a customized demonstration to experience how you can save hours, prevent errors, automate invoicing, and join maintenance with accounting-just to be right on top of your numbers.