Skip to main content
Ply
Integration

Ply + QuickBooks

Real-time financial updates, direct invoicing, and expense reconciliation. Keep your books accurate without double entry.

How it works

Get up and running in minutes, not weeks.

01

Sign in to QuickBooks

Authenticate with your QuickBooks Online credentials. Ply uses OAuth for a secure connection, so your password is never stored.

02

Data syncs in real time

Purchase orders, bills, and vendor payments flow from Ply to QuickBooks automatically. Your chart of accounts and tax codes map seamlessly.

03

Financial reports stay current

Material costs appear in your P&L and balance sheet as they happen, giving you an always-accurate financial picture.

Key benefits

Auto-sync purchase orders as bills

When a purchase order is received in Ply, a matching bill is created in QuickBooks automatically. No re-keying required.

Reconcile expenses automatically

Material expenses match up across both systems, making month-end reconciliation fast and error-free.

Track material costs in your P&L

See exactly how material spend impacts your profit and loss. Break down costs by job, category, or vendor.

Eliminate manual entry

Stop entering the same data in two places. Ply and QuickBooks stay in sync, so your team can focus on higher-value work.

Trusted by field service businesses running on QuickBooks

Ready to connect QuickBooks and Ply?

See how the integration works with your data. Book a personalized demo and get set up the same day.