Service Buddy + QuickBooks Online for flooring stores
Keep QuickBooks. Service Buddy is the operations layer that sits in front of it — quotes, jobs, inventory, scheduling, and payments. A clean two-way sync keeps your accountant's workflow exactly where it is.
How the two systems work together
QuickBooks Online keeps doing what it does well.
Your chart of accounts, P&L, balance sheet, sales tax reporting, payroll integrations, bank reconciliation, and year-end accountant access — all of it stays in QuickBooks Online, exactly where you (and your CPA) are used to it.
Service Buddy handles the parts QuickBooks isn't built for.
Quoting a flooring job, signing a digital proposal in one click, taking a deposit, generating a work order, scheduling the install, tracking material costs against the job, sending automated payment reminders, managing inventory by SKU — none of that fits cleanly inside QuickBooks. Service Buddy replaces all of that with one connected workflow.
The two-way sync keeps both systems honest.
Customer invoices created in Service Buddy flow to QuickBooks Online as invoices. Payments collected through BuddyPay flow over as payments applied. Items, classes, and tax codes stay aligned so your bookkeeper isn't doing manual journal entries to clean up a mess.
Your accounting backbone
- Chart of accounts
- General ledger and journal entries
- P&L, balance sheet, cash flow reports
- Sales tax filing
- Bank feeds and reconciliations
- 1099s, payroll, year-end close
- Your CPA's access and workflows
The operations your business actually runs on
- Quotes and digital proposals
- Customer records, notes, and history
- Inventory, vendors, and purchase orders
- Work orders and install scheduling
- BuddyPay invoicing and card-on-file
- Reporting on jobs, margins, and crews
- BuddyAI insights across all of it
What syncs between Service Buddy and QuickBooks Online
The integration is two-way and runs in the background. You set it up once during onboarding and don't think about it again.
- ✓Customer records— created or updated in Service Buddy push to QuickBooks Online, and vice versa.
- ✓Invoices— invoices issued from Service Buddy post to QBO with the right items, classes, and tax codes.
- ✓Payments— payments collected through BuddyPay flow to QBO as payments applied.
- ✓Items and product catalog— inventory items stay aligned between the two systems.
- ✓Sales tax and tax codes— preserved so your tax reporting stays clean.
- ✓Credits, refunds, and adjustments— issued in Service Buddy, reflected in QBO automatically.
Onboarding that's hands-on, founder-led, and built around your success.
The integration is the easy part. Making sure your team is actually using Service Buddy effectively from day one is the part that matters — and it's the part most software companies treat as a hand-off. We don't. We're family-owned, our founders sit in on implementations, and our team picks up the phone when you call.
Founder-led
Our founders sit in on implementations. You're talking to the people who built the product.
Hands-on
We map your QBO accounts, items, and tax codes with you. We sit with your team during go-live week.
Live in 5 days
With you weekly through the first 30. Checking in through the first quarter.
Real partnership
Family-owned. You call, we pick up.
We were using QuickBooks and Excel for everything — quotes, inventory, client info. It was chaos. We knew there had to be a better way, so we switched to Service Buddy.
Noor, Owner — The Knotting Company
QuickBooks Online + Service Buddy — frequently asked questions
Does Service Buddy replace QuickBooks Online?
No. Service Buddy is the operations layer that sits in front of QuickBooks Online — quotes, jobs, inventory, scheduling, payments, customer communication. QuickBooks keeps doing your accounting.
What syncs between Service Buddy and QuickBooks Online?
Customer records, invoices, payments (cards, ACH, Apple Pay through BuddyPay), items and product catalog, sales tax and tax codes, and credits/refunds all sync two-way.
Does my accountant need to do anything different?
No. Your CPA keeps working in QuickBooks Online exactly as they do today. Service Buddy posts cleanly-coded invoices and payments to QBO so reconciliation is straightforward.
How is the integration set up?
During onboarding, your implementation manager walks you through a secure OAuth connection to QuickBooks Online, then maps your chart of accounts, classes, items, and tax codes to Service Buddy.
What if I'm not on QuickBooks Online yet?
We can help you set up QuickBooks Online during onboarding, or migrate from QuickBooks Desktop. Most of our customers run QBO for accounting and Service Buddy for operations.
Keep your books. Upgrade everything else.
Book a flooring software demo and we'll show you exactly how Service Buddy and QuickBooks Online work together for stores like yours.
Already on another flooring system?
See what changes when you move to Service Buddy.
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See Service Buddy in action with a live demo
Everything you need to run your flooring business, Service Buddy is your all-in-one management platform.