Accounting

The Accounting section in Settings contains your QuickBooks Online integration for syncing customers, invoices, and payments between Chisel Tide and QuickBooks. Once connected, you can keep your financial records synchronized across both systems.

QuickBooks Online Integration Overview

The QuickBooks Online integration allows you to:

• Sync customers — Match Chisel Tide customers with QuickBooks customers to maintain a single customer record

• Sync invoices — Send invoices created in Chisel Tide to QuickBooks for accounting

• Sync payments — Record payments received in Chisel Tide back to QuickBooks

• Track items — Match service items between both systems for accurate line-item reporting

Connection Statuses

The QuickBooks panel displays one of four connection statuses:

• Not connected — No QuickBooks account is linked. Click Connect to QuickBooks to begin the integration.

• Connected — You've authorized QuickBooks access but haven't completed setup. The setup wizard guides you through account mapping and activation.

• Expired — Your QuickBooks authorization has expired. Click Reconnect to restore the connection and resume syncing.

• Active — The integration is fully set up and syncing. You'll see synced entity counts for customers, items, invoices, and payments.

Setting Up QuickBooks Online

If you haven't connected QuickBooks yet, you'll see the status Not connected with a Connect to QuickBooks button. Click this button to begin authorization.

After connecting your QuickBooks company, the status changes to Connected and shows the message "QuickBooks is connected. Complete the setup wizard to start syncing."

Step 1: Accounts

The first step maps your Chisel Tide financial data to QuickBooks accounts. Select which QuickBooks accounts will receive synced transactions:

• Income Account * (required) — Where invoice line items are recorded as revenue in QuickBooks. Choose an income or revenue account from your QuickBooks chart of accounts.

• Payment Deposit Account * (required) — Where payments received from customers are deposited. Choose a bank account from your QuickBooks accounts.

• Payout Account (optional) — For tracking payout transfers if you process payments through Chisel Tide with Stripe.

• Payment Fee Account (optional) — Where payment processing fees from Stripe are recorded as expenses.

Account dropdowns are grouped by type (Income/Revenue, Bank, Expense/Cost of Goods Sold) to help you find the right account. If no accounts match a category, all accounts appear.

After selecting your accounts, click Next: Review Customers.

Step 2: Customers

This step matches your Chisel Tide customers with existing QuickBooks customers. Click Load Customer & Item Matches to fetch matching data from QuickBooks.

The system will:

• Import customer records from your QuickBooks company

• Match Chisel Tide customers to QuickBooks customers by name and contact information

• Display matched and unmatched customers for your review

You can import unmatched QuickBooks customers into Chisel Tide if needed. Review the match counts and click Confirm & Next: Review Items.

Step 3: Items

This step matches your service items (products and services you sell) between Chisel Tide and QuickBooks. Review the item matches to ensure accurate line-item reporting in QuickBooks.

After reviewing, click Confirm & Review Summary.

Step 4: Review

The review step shows a summary of:

• Matched customers and items

• New customers and items that will be created in QuickBooks

• Any warnings about unmatched QuickBooks customers

Review everything carefully. After activation, synced data will flow according to your account mappings.

Step 5: Activate

When ready, click Activate & Sync to complete setup and start syncing. The button shows Activating & Syncing... while processing.

Upon success, you'll see a confirmation with counts of synced entities. The connection status changes to Active.

Managing an Active Connection

Once your QuickBooks integration is active, the panel shows sync status information and provides several management actions.

Sync Status

The status section displays:

• Customers — Number of customers synced to QuickBooks

• Items — Number of service items synced

• Invoices — Number of invoices synced

• Payments — Number of payments synced

Sync health cards show:

• Last Sync — Timestamp of the most recent sync

• Pending — Count of items waiting to sync

• Failed — Count of syncs that encountered errors

If the last sync encountered an error, a red error box displays the error message.

Manual Sync Actions

The panel provides three sync actions:

• Sync Now — Processes all pending changes in the sync queue. Use this to immediately push new customers, invoices, or payments to QuickBooks instead of waiting for automatic sync. The button shows Syncing... while processing.

• Reconcile — Scans all customers, items, invoices, and payments for anything in Chisel Tide that hasn't synced to QuickBooks. Use this when something was edited outside the app or you suspect sync gaps. This is slower than Sync Now. The button shows Reconciling... while processing.

• Disconnect — Removes the QuickBooks connection. Sync stops but account mappings are preserved for future reconnection. You'll see a confirmation prompt: "Are you sure you want to disconnect QuickBooks? Sync will stop but data mappings are preserved."

Viewing Sync Activity

Click View Sync Activity to see a detailed records panel showing:

• Pending (count) — Items queued for the next sync

• Failed (count) — Syncs that failed with error details

• Recent Activity — Successfully synced items with timestamps

Failed syncs show error messages to help diagnose issues. Pending items display a message: "changes queued for next sync. Click 'Sync Now' to process immediately."

Click Hide Sync Activity to collapse the panel.

Reconnecting an Expired Connection

QuickBooks authorization tokens expire periodically for security. When this happens, the status shows Expired with the message "Your QuickBooks connection has expired. Please reconnect to resume syncing."

Click Reconnect to authorize QuickBooks again. Your account mappings and sync history are preserved, so you can resume syncing immediately after reconnecting.

How QuickBooks Sync Works

When your integration is active, Chisel Tide automatically syncs data to QuickBooks:

• New customers — Created in QuickBooks when added in Chisel Tide

• Updated customers — Changes sync on the next sync cycle

• Invoices — Created in QuickBooks with line items mapped to your income account

• Payments — Recorded in QuickBooks with the deposit account you selected

The sync queue processes changes automatically. Use Sync Now to push changes immediately instead of waiting.

Troubleshooting

Next Steps

• After QuickBooks is active, generate invoices from completed work orders on the Billing Dashboard.

• Connect Stripe for payment processing to accept credit card payments from customers.