QuickBooks integration
Talks to QuickBooks —both ways.
Invoices, payments, and customers sync with QuickBooks — Online or Desktop — without re-keying a thing. Take a card on site, mark it paid, and it's in your books before you're back at the office.
Works with
Do the work, build the invoice
Line items pull from your flat-rate pricebook; labor and parts build straight off the work order. Nothing typed twice.
Take payment on site
Run a card on site or mark it paid by check or cash. The invoice closes out the moment the job does.
It lands in QuickBooks
The invoice and the payment post to QuickBooks on their own — same customer, same amounts, no re-keying at the office.
Customers stay matched, both ways
New customers you add in Thermal show up in QuickBooks, and the ones already in your books map across. One customer list, not two.
Two-way sync
Changes flow both directions — Thermal to QuickBooks and back — so the books and the field agree without anyone reconciling by hand.
Desktop and Online
Works with QuickBooks Online and QuickBooks Desktop. You don't have to switch products to switch to Thermal.
Invoices, payments, customers
The things that actually move money sync automatically. Your accountant opens QuickBooks to the same numbers you closed in the field.
Your data stays yours
Free, full export any time — customers, equipment history, invoices, agreements. No $250 ransom to leave. Month-to-month, no termination fee.
The honest coverage map
Who handles what.
Thermal isn't your accounting software, and it doesn't pretend to be. Here's the straight split: the service and equipment work Thermal owns, the books that stay in QuickBooks, and the few things best left to the tools built for them.
The service and equipment side
What Thermal is built around — the part your accounting software was never meant to do.
- Equipment records and full service history on every unit you maintain
- Maintenance agreements and the renewals and recurring revenue they drive
- Preventive-maintenance work orders generated from the equipment itself
- Dispatch, scheduling, and the whole mobile field day — photos, signature, offline
- Flat-rate pricebook straight into the work order and the invoice
- A card taken on site, marked paid the moment the job closes
The books
Where your financials belong — Thermal posts to it, it doesn't replace it.
- General ledger, accounts payable and receivable
- Profit-and-loss, balance sheet, and the rest of your financial reporting
- Bank feeds and reconciliation
- Sales-tax tracking and filing
Everything else, in the right tool
Not bolted onto Thermal for the sake of a checkbox. These stay where they're done best.
- Payroll, run in your payroll provider
- Consumer financing on larger replacement quotes, through a financing partner
- Specialized tax filing or advisory, with your accountant
Does it work with QuickBooks Desktop or just Online?
Both. Thermal talks to QuickBooks Online and QuickBooks Desktop — you keep whichever one you already run.
Is the sync one-way or two-way?
Two-way. Invoices, payments, and customers stay in step in both directions, so you're never re-keying or reconciling two systems by hand.
What actually syncs?
Invoices, payments, and customers — the records that move money. Take a card on site, mark the job paid, and the invoice and payment post to QuickBooks on their own.
What happens to customers already in my books?
They map across to Thermal so you end up with one customer list, not two. New customers you add in Thermal flow back into QuickBooks the same way.
If I leave, can I take my data?
Yes — free, in full, any time. Customers, equipment history, invoices, and agreements export on demand at no charge. No termination fee, no export ransom.
Stop typing every invoice twice.
Thermal and QuickBooks, in step. Start free — no card, no contract.