QuickBooks API

An API (Application Programming Interface) is a standardized way for one software application to talk with another. The API connection between Maintenance Companion and QuickBooks allows the two systems to securely share information eliminating the need to enter data twice.

By linking the applications, property and customer details created in Maintenance Companion are automatically sent to QuickBooks.

When invoices are generated from work orders, the invoice data can flow directly into QuickBooks, so your invoices are prepared and ready to send with no extra steps.

This connection follows a secure, defined set of rules that ensures both systems stay accurate and aligned. As a user:

• You only need to enter information once.
• Your data stays consistent across both applications.
• You save time and reduce the chance of errors.

To connect the applications, there is an authorization process to grant access.

1.     Share Desktop Access

I will share access to my desktop using Chrome Remote Desktop.

When we need to log into QuickBooks, this will enable you to control my Desktop and to enter your login details.

2.   Create a connection

3.    Authorize Connection

We will share the desktop connection so that you can enter a username and password for QuickBooks.

If you have the QuickBooks licences available, you can create a user dedicated for API access. This would allow you to have a different user linked to updates from Maintenance Companion.

4.    Confirm Connection

5. Get Company ID from QuickBooks

This available from the Settings > Subscriptions and Billing option in QuickBooks.

6. Test the Connection

Once connected, we can quickly perform a test to ensure the connection is working correctly.