Job done, invoice created
Completing a job creates the invoice in QuickBooks with the right customer and line items.
Payments integration
Keep QuickBooks. RSG connects it.
QuickBooks is where your accountant lives, and it should stay that way. The cost is the hours spent re-entering customers, invoices, and payments that already exist somewhere else.
RSG connects QuickBooks Online to your operational tools so the books reflect the work as it happens.
What RSG connects in QuickBooks
Customers, kept consistent between your CRM and your books
Invoices and estimates, created from completed work
Payments, recorded against the right invoice
Receivables and revenue figures, pulled into owner reporting
What that makes possible
Receivables follow-up
Overdue invoices trigger reminders, and the owner sees who owes what without opening a report.
One set of numbers
Revenue and receivables from QuickBooks sit beside lead and job data in one dashboard.
Integration availability depends on each platform's API, plan tier, and account permissions, and is verified for your specific accounts during scoping. RSG builds against each platform's published interfaces and does not claim official partnerships with any company listed here. Product names and logos are trademarks of their respective owners.
Already on QuickBooks? Start there.
On a strategy call we look at how QuickBooks is set up today, where work is falling between it and your other tools, and what connecting them would involve. You keep the account, the data, and the login.