Service
QuickBooks setup built for how contractors actually operate.
QuickBooks doesn't know you're a plumbing company. It doesn't know you track job costs by crew, bill progress payments on remodels, or need to see profitability per service type. Out of the box, it's a general-purpose accounting tool — and the default chart of accounts will produce financial data that's technically correct and practically useless.
We configure QuickBooks specifically for contractors and home service businesses. Chart of accounts built for your trade, job costing that reflects real project economics, integrations with your field service platform, and a structure your CPA can actually work with. We're not your bookkeeper — we build the system so your bookkeeper can do their job.
The problem
Your books don't reflect how your business actually makes money.
You opened QuickBooks, picked "Construction" or "Home Services" during onboarding, and got a generic chart of accounts that doesn't match your operation. Revenue is lumped into one or two categories. Materials, labor, and subcontractor costs all land in vague expense buckets. You can't tell which jobs are profitable without pulling out a calculator and a stack of receipts.
Your bookkeeper or CPA spends hours every month reclassifying transactions, asking where charges should go, and reconciling data that doesn't match your field service software. Invoices from Housecall Pro or ServiceTitan sync inconsistently — or don't sync at all, creating duplicate records and phantom revenue. Payroll costs aren't allocated to jobs, so your labor numbers are meaningless at the project level.
The result: you're flying blind. The P&L comes in a month late, the numbers don't feel right, and you're making decisions about pricing, hiring, and equipment based on gut instinct instead of clean data. This isn't a QuickBooks problem — it's a setup problem. The software can do what you need. Someone just has to build it right.
What we deliver
QuickBooks configured for contractor operations, not generic small business.
Contractor Chart of Accounts
A chart of accounts built for how trades actually work — revenue by service type, COGS broken out by materials and labor, job-level expense categories, and subcontractor tracking. Not a generic template. Structured so your CPA can pull what they need without reclassifying everything at year-end.
Job Costing Structure
Projects, customers, and classes configured so you can see profitability per job, per service type, and per crew. You'll know which jobs are making money and which ones are bleeding margin — before the P&L hits your desk 45 days late.
Invoicing & Payment Workflows
Invoice templates that match your trade, payment terms configured for how you actually collect (progress billing, completion-based, net-30), and automated reminders that chase the money so you don't have to. If you're syncing from a field service platform, we make sure invoices flow cleanly without duplication.
Expense Tracking & Categorization
Bank feeds connected, rules built for recurring vendors, and a categorization structure your team can actually follow. Fuel, materials, tool purchases, vehicle expenses, insurance — every transaction lands in the right bucket the first time.
Class & Location Tracking
If you run multiple crews, service areas, or business units, we configure class and location tracking so you can see financial performance by segment. Know which division is profitable and which one is subsidized — without building spreadsheets.
Payroll Preparation & Structure
We're not your payroll provider, but we build the structure that makes payroll clean. Employee setup, pay categories for regular time, overtime, and per diem. Job-coded time tracking integration so labor costs land on the right jobs. Your payroll provider or CPA handles the filings — we make sure the data going in is right.
Field Service Platform Integration
QuickBooks connected to Housecall Pro, ServiceTitan, Jobber, or whatever field platform you run. Invoices, payments, and customer records syncing without manual re-entry or duplicate transactions. We configure the sync rules and handle the mapping so your books match your field data.
Reporting & Dashboard Configuration
P&L by job, accounts receivable aging, cash flow forecasts, and expense breakdowns — configured as saved reports you can run in two clicks. No digging through menus. Your CPA gets clean data, and you get visibility into the numbers that actually drive decisions.
Who this is for
Contractors and home service businesses that need their books to mean something.
We work with HVAC companies, plumbers, electricians, general contractors, roofers, landscapers, and specialty trades. The common thread: you run jobs, track costs, manage crews, and need financial data that tells you what's actually happening — not just what your bank balance says.
We're not replacing your CPA. We're building the infrastructure between your field operations and your financial reporting so that every transaction, every job cost, and every invoice is captured correctly from the start. Your accountant stops cleaning up messes and starts providing real insight.
This is a good fit if:
- You can't tell which jobs are profitable and which ones are losing money
- Your CPA or bookkeeper constantly asks you to reclassify transactions or explain charges
- Your field service software and QuickBooks don't sync cleanly — or at all
- You're using the default chart of accounts from when you first signed up for QuickBooks
- You're growing and need financial structure that scales beyond spreadsheets and shoebox receipts
How we do it
Implementation that makes the accounting work — not just exist.
Map your financial operations
We start with your actual operation — not a QuickBooks template. How do you price jobs? How do you track materials and labor? What does your invoicing cycle look like? How are subcontractors paid? We document the real flow of money through your business so the QuickBooks structure reflects reality.
Build the chart of accounts and structure
We build or rebuild your chart of accounts for your specific trade. Revenue categories that reflect your service lines. COGS broken out by materials, labor, and subs. Expense categories your team can categorize against without guessing. Classes and locations configured for the segments you need to track. Job costing structure tied to how you run projects.
Connect your systems
We integrate QuickBooks with your field service platform, bank accounts, payment processors, and any other tools that touch financial data. Sync rules are configured so invoices, payments, and expenses flow correctly — no duplicates, no missing records, no manual re-entry. If the native integration doesn't handle a workflow, we build it through Zapier or custom automation.
Train, document, and support adoption
We train whoever touches QuickBooks — office managers, bookkeepers, project managers — on the specific workflows for your setup. Not a generic QuickBooks walkthrough. SOPs for how to enter bills, how to code expenses, how to create invoices, and how to run the reports you actually need. We stay involved through the first month to catch issues and adjust before bad habits form.
Often paired with
Related services
Housecall Pro Setup
Full implementation of Housecall Pro — scheduling, dispatch, invoicing, and communication — connected to your QuickBooks.
Learn more →Zapier Automation
Automate data flow between QuickBooks, your field service platform, CRM, and other tools so nothing requires manual re-entry.
Learn more →Operations & Process
Fix the operational workflows that produce your financial data — dispatch, job handoffs, purchasing, and close-out procedures.
Learn more →FAQ
Common questions
Are you a CPA or bookkeeping firm?
No. We don't do your books, file your taxes, or provide accounting advice. We build the systems and structure inside QuickBooks so that your financial data is clean, organized, and usable. Think of us as the implementation layer — we set it up right so your bookkeeper or CPA can actually do their job without spending half their time reclassifying transactions and fixing data entry errors.
Do you work with QuickBooks Online, Desktop, or both?
Primarily QuickBooks Online. For contractors, QBO covers the vast majority of use cases and integrates cleanly with field service platforms. If you're on Desktop and need to stay there, we can work with that — but if you're evaluating a move to Online, we handle the migration as part of the implementation.
How long does a full QuickBooks setup take?
Most implementations take 2–3 weeks. If we're migrating from another system, cleaning up a messy existing file, or integrating with multiple platforms, it can extend to 4–5 weeks. We don't rush it — a chart of accounts that's wrong on day one creates twelve months of bad data.
What if we already have QuickBooks but it's a mess?
That's the most common scenario we see. Someone set it up years ago with the default chart of accounts, transactions are miscategorized, job costing was never configured, and the books don't match reality. We audit your current file, determine whether to rebuild or clean up in place, and restructure everything so it actually works going forward.
Can you connect QuickBooks to our field service software?
Yes. We integrate QuickBooks with Housecall Pro, ServiceTitan, Jobber, FieldEdge, and other field service platforms. We configure the sync rules — which direction data flows, how invoices map, how payments reconcile — so you're not dealing with duplicates, missing transactions, or data that doesn't match between systems.
Get started
Stop guessing. Get QuickBooks set up right.
A free assessment to understand your current setup, identify what's broken or missing, and scope the implementation. No pitch deck, no discovery call theater — just a direct conversation about what needs to happen to get your financial data clean and usable.
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