Entered Once. Not Three Times.
The accounting package is the one system nobody is replacing, and it is usually the one with the least connection to where the work happens. Jobs, costs, invoices and payments get retyped between the operation and the books, the two drift, and month end becomes a reconciliation exercise instead of a report.
The Symptoms, Before the Diagnosis.
Invoices are typed twice
The job exists in the operational system with everything needed to bill it, and somebody types it into the accounting package again. The second copy is where the errors are.
Costs never reach the job
Supplier bills are coded to an account rather than a project, so the books know the company's costs and nothing knows the job's costs.
Two systems, two customer lists
The same customer exists twice with different spellings, different terms and different balances, and deciding which one is right is a weekly chore.
Month end is a reconciliation project
Closing the month means exporting, pasting and chasing the differences between what operations recorded and what accounting recorded, every single month.
Accounting Integrations, in Scope.
Scope is set against your operation, not against this list — but this is the shape of a build in this line.
One direction of truth per record
For each record type — customers, jobs, invoices, payments, bills — it is decided explicitly which system owns it and which follows. Two-way sync without that decision is how duplicates get made.
Invoices generated from the work
Billing raised from the operational record that already knows what was done and what was approved, landing in the accounting package without being retyped.
Costs coded to the job
Supplier bills, labour and equipment posted against the project they belong to, so job costing and the ledger agree rather than describing two different businesses.
Reconciliation and error handling
A view of what did not sync and why, with a path to fix it — rather than a silent failure that shows up as a discrepancy six weeks later.
The first hour is spent deciding which system owns what. Almost every painful accounting integration we have seen was bidirectional everywhere, with no agreed owner per record type, which guarantees duplicates and makes conflicts unresolvable in principle rather than just in practice.
The second thing we do is agree what happens when a sync fails, because it will. A visible queue of failures somebody actually works is the difference between an integration that holds for years and one that quietly stops.
What It Looks Like When It Works.
A job entered once shows up everywhere it is needed, costs land against the project that incurred them, invoices are raised from the work rather than retyped, and month end describes the business instead of reconciling two versions of it.
- We do not replace your accounting system, and we do not recommend doing so as part of an integration project. The ledger stays where it is.
- We do not give accounting or tax advice. How things should be coded is your bookkeeper's or accountant's call; we implement it.
- We do not build a two-way sync without an agreed owner for each record. That decision comes first or the integration will make duplicates.
4 hrs → 20 min
Zebra Landscaping · per quote, client-reported
The Edmonton landscaping build is a field quoting platform wired through to the system the business already ran on, including a Jobber sync — the quote is produced once and lands where the rest of the operation expects it. Client-reported.
Accounting Integrations, Answered.
Which Accounting Packages Do You Work With?
QuickBooks, Sage and Xero most often, and others where there is a supported way in. The integrations catalogue lists the platforms we build against most frequently; a connector your operation needs is part of scope rather than a feature request on someone else's roadmap.
Will This Change How Our Bookkeeper Works?
Less than people expect, and the goal is usually to give them less to do rather than something new to learn. We bring your bookkeeper into the design, because the coding rules they already apply are the specification for the integration.
What If the Sync Breaks?
You see it. Failures land in a visible queue with enough context to fix them, and alerting means a broken connection is noticed on the day rather than at month end. Silent failure is the specific outcome the design is built to avoid.
Start with the operation, not the software
Book a 30-Minute Call.
30 minutes. We map how work moves through your business today, show you where it leaks, and hand you a costed plan — whether you build it with us or not.
Edmonton, Alberta · No commitment · 587-937-6948
Where To Go Next.
Up a level
Systems Integration
Accounting, CRM and field systems wired so nothing is retyped.
More In This Series
Data Migration & Consolidation
History moved across intact, duplicates resolved, reconciled against the old system.
Custom API Development
The integration layer, built for the day a vendor changes the schema.
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