Your QuickBooks company
Authorize the company through Intuit from ForgeOne CRM.
INTEGRATION PARTNER
INTEGRATED
Move the job into QuickBooks without rebuilding the accounting work.
Connect your QuickBooks Online company to ForgeOne CRM, then send supported customer and invoice information from the job workflow into QuickBooks Online without re-entering the same information.
Start with the jobUse the customer and billing information your team already has in ForgeOne CRM.
Stop duplicate entrySend supported customer and invoice information into QuickBooks Online instead of typing it again.
Keep accounting connectedMove from job billing into QuickBooks Online through a deliberate, company-authorized workflow.
PEOPLE + PARTNERS + PROGRESS
WHAT IT DOES FOR THE JOB
Use QuickBooks Online without rebuilding the job somewhere else.
Start from the ForgeOne CRM job, use the partner service, and keep the result where the office and field team can find it.
CONNECTED WORKFLOW
What the QuickBooks Online connection handles inside ForgeOne CRM.
See the parts of the workflow that stay connected to the job.
Use the job customer
Carry supported customer information into QuickBooks Online instead of typing it again.
Move billing into accounting
Send supported invoice information from the ForgeOne CRM workflow into QuickBooks Online.
SEE IT IN FORGEONE CRM
See QuickBooks Online inside ForgeOne CRM.
See the ForgeOne CRM screens contractors use to connect, review, and complete this workflow.
01
Connect the company
Start from ForgeOne CRM and authorize QuickBooks Online through Intuit.
02
Confirm the connection
Keep the QuickBooks company connection visible from the ForgeOne CRM integration settings.
03
Build the invoice on the job
Use the job financial workflow to prepare the customer invoice before accounting sync.
04
Review before sending
Check the billing information from ForgeOne CRM before moving the supported record into QuickBooks.
05
Send to QuickBooks
Move supported customer and invoice information into the connected QuickBooks Online company.
06
See it in QuickBooks
The accounting record is available in QuickBooks Online without rebuilding the same invoice by hand.
07
Keep the workflow moving
Move between job billing and accounting while keeping the ForgeOne CRM job as the operational starting point.
THE WORKFLOW
From the ForgeOne CRM job to QuickBooks Online in four steps.
Start with the job, do the partner work, and keep the result with the same customer and project instead of rebuilding it somewhere else.
STEP 01
Connect QuickBooks Online
A company admin authorizes the QuickBooks Online company through Intuit.
ONE JOB. ONE RECORD.
Stop rebuilding the same job in different apps.
The customer, property, estimate, QuickBooks Online work, documents, and the next step stay connected to the ForgeOne CRM job. When somebody needs to know what happened, the answer is on the job instead of buried in another login.
01Connect QuickBooks Online
02Work from the ForgeOne CRM job
03Review the invoice
04Send to QuickBooks
05Result stays with the job
BUILT FROM REAL CONTRACTOR WORK
Made by a contractor. For contractors.
ForgeOne CRM was built from years of hands-on contractor and insurance workflow experience across disconnected tools. The goal is simple: if it does not save contractors time or make the job easier to run, it does not belong in ForgeOne CRM.
COMMON QUESTIONS
What contractors usually want to know about QuickBooks Online + ForgeOne CRM.
Straight answers about setup, day-to-day use, and what your team can expect.
INTEGRATEDReady to stop bouncing between apps?
Bring QuickBooks Online into the ForgeOne CRM job and keep the work, status, and next step in one place. Same partner your team already uses — tied to the job the way it should be.