QuickBooks Online sync that posts the job for you
When a job is completed or paid, Claver pushes the customer, the full line-item invoice, the payment, and any refund into QuickBooks Online. It is a one-way push from Claver to QBO, it runs on native OAuth with no middleware, and it is included on Crew at $39/mo.
What syncs to QuickBooks Online
Every entity Claver writes to QBO, which direction it moves, and what sets it off. Nothing is pulled back from QuickBooks into Claver.
| Record | Direction | When it moves |
|---|---|---|
| Customer | Claver to QBO | Matched by display name on the first sync for that customer, created if there is no match |
| Invoice | Claver to QBO | On job completion when the total is above zero. Full line items, with the Claver job number as the QBO document number |
| Payment | Claver to QBO | When the job is marked paid, in full or in part, applied against the matching invoice |
| Refund receipt | Claver to QBO | When a job is refunded, posted best-effort against your first bank account |
| Service item | Claver to QBO | One shared Services item is created on the first sync so invoice lines have somewhere to land |
| Chart of accounts, vendors, bills | Not synced | Claver never reads or writes them. QuickBooks stays the source of truth for your books |
Every push is written to a sync ledger you can read in the app, one row per entity, with the QBO id and the result.
How to connect QuickBooks Online
Connection is native OAuth 2.0 with Intuit. There is no Zapier step in the middle and no keys to paste. You need to be the owner or an admin on the account.
- Open Settings, then the Payments tab. The QuickBooks Online card sits below your Stripe settings, with a status pill reading Not Connected.
- Click Connect QuickBooks Online. A popup opens Intuit sign-in. Approve the accounting scope and pick the QuickBooks company you want Claver to post into.
- Wait for the card to flip. The popup closes itself and the card shows your company name, Connected, Auto-sync active, and the last sync time.
- Complete one test job. Mark a small job complete and paid, then open the Sync Log table on the card. You should see customer, invoice, and payment rows with QBO ids.
- Use Sync Now when you need it. The Sync Now button pushes the most recent paid job on demand, and the deep sync panel below can sync a single job or every unsynced job in one pass.
How often it runs
There is no nightly batch and no polling. The sync is event driven: completing a job with a total, or recording a payment, fires the push in the background without blocking what you are doing. If something failed, or you connected QuickBooks after the work was already done, the manual buttons catch you up.
Every push is idempotent. Claver hashes the payload it sent last time, skips the call when nothing changed, and when an invoice already exists in QBO under the same document number it updates that invoice rather than creating a second one. Re-running a sync does not duplicate your books.
Which plan includes it
QuickBooks Online sync is a Crew feature, $39/mo flat for up to 8 users. It comes with the rest of the Crew toolkit: dispatch, GPS, route optimization, two-way SMS, and the calendar feed. Starter at $19/mo does not include it. There is no per-sync charge and no accounting add-on on any plan. See the tiers on the pricing page.
What it does not do
Worth knowing before you connect, not after:
- It is one way. Claver writes to QuickBooks. Nothing you change in QuickBooks flows back into Claver.
- There is no item catalog mapping. Invoice lines post against one shared Services item rather than a per-pricebook item in QBO. Your line descriptions and amounts carry across in full.
- QuickBooks Desktop is not supported. The integration is QuickBooks Online only.
- Your QBO company needs an income account before the first sync, so the Services item has somewhere to post. Any standard chart of accounts already has one.
QuickBooks Online sync FAQ
What does Claver sync to QuickBooks Online?
Is the QuickBooks sync one way or two way?
How often does the QuickBooks sync run?
Which Claver plan includes QuickBooks Online sync?
Stop retyping invoices into QuickBooks.
Complete the job in Claver and the customer, invoice, and payment are already in QuickBooks Online. Included on Crew at $39/mo, flat.