FORT WORTH, Texas — October 16, 2026 — ForgeOne™ CRM, the contractor management platform built by a contractor for contractors, today announced the availability of its QuickBooks Online integration. The connection lets roofing and exterior contractors move supported customer and invoice records from a ForgeOne CRM job into their QuickBooks Online company without retyping the same information.
For most contractors, the job lives in one system and the books live in another. Office staff rebuild customers and invoices by hand, which costs time and invites errors. The ForgeOne CRM integration closes that gap by keeping the job as the starting point for billing.
What contractors can do
- Securely authorize their existing QuickBooks Online company through Intuit from ForgeOne CRM settings.
- Use the customer already attached to the job instead of creating a duplicate accounting record.
- Build and review the invoice on the job, then send supported invoice information to QuickBooks Online.
- Keep billing status visible to the office without switching between apps.
“Every contractor I know has typed the same invoice twice — once for the customer and once for the books. This integration lets the office finish the job in ForgeOne CRM and have the accounting record ready in QuickBooks Online.”
James McGaugh · Founder & Owner, ForgeOne CRM
The QuickBooks Online integration is available to ForgeOne CRM customers. A company admin can connect it from the Integrations tab in settings.
About QuickBooks Online
QuickBooks Online is cloud-based accounting software from Intuit Inc. that small businesses use to manage invoicing, expenses, payments and financial reporting.
About ForgeOne™ CRM
ForgeOne™ CRM is a Fort Worth, Texas-based contractor management platform built from hands-on contractor and insurance workflow experience. ForgeOne CRM connects supplier ordering, measurements, estimating, financing, payments, file storage and accounting to a job record so teams spend less time re-entering information. The platform is available on the web, Apple App Store and Google Play. Learn more at forgeonecrm.com.
Media contact
James McGaugh, Founder & Owner
ForgeOne CRM LLC
support@forgeonecrm.com
(844) 933-1276
Trademarks and important information
Intuit and QuickBooks are trademarks and/or registered trademarks of Intuit Inc. All other trademarks are the property of their respective owners. ForgeOne CRM is not affiliated with or endorsed by Intuit Inc.
Published by ForgeOne CRM LLC on October 16, 2026. This is a ForgeOne CRM company announcement, not independent media coverage or a joint press release from the named third-party provider. Descriptions of supported features and third-party product terms are from the release date and may change.
