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ServicePal integrates with QuickBooks Online.


When you connect ServicePal to Quickbooks, customer information syncs automatically between the two systems (not invoices and payments). When a technician updates customer information in the field, such as a new phone number or email address, the information is updated in QuickBooks as well. Customers that are added in QuickBooks are added to ServicePal and vice versa.


The customer information we sync from QuickBooks include phone numbers, email and address information. It also includes the outstanding balance for the customer. The outstanding balance is NOT displayed on iPad, but only available to administrators using the web application.