Stop typing it twice. Connect it to QuickBooks.
In most small businesses, the same customer, job and invoice get typed into two or three places, and QuickBooks is the last stop. CTS connects QuickBooks Online to the tools you already run: your CRM, web forms, scheduling or field-service app, and payment processor. Customers, estimates, invoices and payments then flow in on their own. We work alongside your bookkeeper. They keep the books, and we keep the data flowing in clean.
QuickBooks Online, wired into the rest
The four places double entry usually hides, and what replaces it.
App-to-QuickBooks Connections
Your scheduling app, CRM, web forms or e-commerce store pushes customers and transactions into QuickBooks Online through Intuit's official API, not copy and paste.
- CRM and form leads become customers
- Field-service jobs become invoices
- Store orders become sales receipts
- Built on Intuit's official API
Invoicing on Autopilot
Invoices are created when the work is done, not when someone gets to it on Friday. Recurring clients are billed on schedule, with AutoPay where they agree to it.
- Completed job creates the invoice
- Recurring invoices set up correctly
- AutoPay and online payment links
- Payment reminders sent on a schedule
Clean Customer Data
Duplicate customers, mismatched names and missing emails break every sync. We clean up the customer and item lists first, then keep them consistent across systems.
- Duplicate customers merged
- Products and services list tidied
- One customer record across tools
- Rules so new duplicates don't creep in
Reports You'll Read
QuickBooks data combined with your job and sales data in a short report: who owes you, which jobs made money, and what's coming in this month.
- Weekly money-in / money-owed summary
- Job and customer profitability
- Overdue invoices flagged
- Delivered to your inbox
Three QuickBooks automations we build
Job done → invoice sent
A crew marks the job complete in the field app. The invoice is created in QuickBooks with the right customer, items and tax, and emailed with a payment link. The office reviews exceptions instead of typing every invoice.
Web form → customer → estimate
A quote request from your website creates the customer in your CRM and in QuickBooks, with the details filled in, so the estimate is ready to send without retyping the address.
Overdue → reminded
Unpaid invoices get a polite reminder on a set schedule, and anything past a limit you choose shows up in a weekly list for a phone call.
Before we touch your books
Are you accountants or QuickBooks ProAdvisors?
No. We're the technology side: connections, automation and data cleanup. Your bookkeeper or accountant still owns your chart of accounts, reconciliations and taxes, and we work with them on how data should land.
Do you work with QuickBooks Desktop?
We work mainly with QuickBooks Online, which has a modern API. QuickBooks Desktop has far fewer ways to connect, so we'll tell you up front what's realistic, and whether moving to Online makes sense.
Is it safe to connect apps to QuickBooks?
Connections use Intuit's official sign-in (OAuth), so no one stores your QuickBooks password, and you can revoke access at any time from QuickBooks. Anything that charges a customer gets an approval step.
Find out what QuickBooks could be doing on its own.
Book a 30-minute call and tell us which tools you run and where the typing happens. We'll tell you what can be connected. Related: systems integration, workflow automation and data cleanup & reporting.
QuickBooks and Intuit are trademarks of Intuit Inc. Caruso Tech Services is an independent provider and is not affiliated with or endorsed by Intuit.