How to integrate Roofr x Quickbooks

1) Connect your Quickbooks Account

Navigate to the Integrations section of your Roofr dashboard
Click Connect to Quickbooks in the Quickbooks window
Click Continue in the QuickBooks modal, then log into your Quickbooks account to connect

💡If you have multiple Quickbooks companies, you will be prompted to select one from the dropdown. Currently, you can only connect to a single Quickbooks company in your Roofr account.

2) Manage Preferences

Once successfully connected to your Quickbooks account, Roofr will prompt you to select three setup preferences:

To set your preferences, click Manage

Select your default income account

Your options will be pulled from your available chart of accounts.

This default income account will be used in two places:

When you create new items in the catalog and connect them to Quickbooks
When you add a one-off line item on your invoice and send to Quickbooks

Select your tax code (optional) - we will pull a list of all the tax codes found in your Quickbooks account.

If you do not charge sales tax to your customers, select “I do not charge sales tax”
If you have any taxes calculated on your invoice you will be required to select a tax code before exporting.

Select your discount account (optional)

Choose a default discount account for promotions or adjustments

💡 You will not be able to export invoices until you select your default income account. You will see your Quickbooks account appear as Incomplete until you have finished setup.

✅ These settings are applied automatically every time you export an invoice, so you won’t need to revisit them

🎉 Success! Your Quickbooks account and Roofr are now connected

Quickbooks x Roofr Connection FAQ’s

Is the QuickBooks sync two-way?

Not yet. Currently, the integration is a one-way sync from Roofr to QuickBooks. This means that information does not sync back into Roofr from QuickBooks. We encourage you to perform all invoicing and payment activities within Roofr and then export to QuickBooks.

Which QuickBooks versions are supported?

Only QuickBooks Online is supported. We do not currently integrate with QuickBooks Desktop.

Does Roofr work with QuickBooks Projects?

Not yet. Please note that the Projects feature is not included in all QuickBooks subscription tiers.

Can I set up automations for QuickBooks exporting?

Exports are currently only manual to ensure accuracy and control. Automated exports will be available in a future update.

What's Next?

How to sync Roofr contacts to Quickbooks

How to connect Roofr with Quickbooks Online