Quickbooks integration
How Quickbooks integration works:
It is a 1-way integration of data from Orcatec to Quickbooks Online account.
Orcatec DOES NOT receive any data from Quickbooks.
Orcatec DOES NOT integrate with Quickbooks Desktop at this time.
What information goes to Quickbooks:
From any created projects with “Contract” or “Completed” status we create Invoice in Quickbooks with Invoice # that is the same as Orcatec’s Project # for ease of reference.
Status example:
Work Completed example:
1. We upload all Contacts and Properties that are attached to this Project:
2. We upload Total for the project, Balances on the Payment Schedule with due dates and amounts:
Other Articles
Getting Started with Orcatec: Complete Onboarding Guide for Contractors and Subcontractors
A step-by-step onboarding guide to help you set up your Orcatec account, create projects, link contacts and properties, manage payment schedules, and generate invoices — everything you need to get started smoothly.
8 min read Nov 13, 2025
How to Schedule Multiple Visits at Once
Scheduling is now easier! You can create multiple visits as a group within projects, work orders, and on dispatch, saving you time and effort.
4 min read Oct 09, 2024
Share job details via public links
Make collaboration and communication easier by sharing job details via public links, ultimately leading to more efficient project delivery and better outcomes for everyone involved.
6 min read Feb 27, 2024
All-In-One Home Services Management Software
4.95 from 5 based on 17 reviews
Get our latest news
