ArborNote + QuickBooks Integration
ArborNote syncs with both QuickBooks Desktop and QuickBooks Online. Your estimates, invoices, customer details, and payments flow between systems without manual data entry.
Works With Both QuickBooks Editions
Whether you run QuickBooks on a local machine or in the cloud, ArborNote connects seamlessly to keep your data in sync.
QuickBooks Desktop Pro · Premier · Enterprise
ArborNote connects to QuickBooks Desktop via the QuickBooks Web Connector, syncing your data on a schedule you control — no manual exports needed.
- Real-time estimate syncing from ArborNote proposals
- Invoices sync automatically when work is completed
- Customer records created and updated bi-directionally
- Payment data flows back to ArborNote
- Works with Pro, Premier, and Enterprise editions
QuickBooks Online Simple Start · Essentials · Plus
ArborNote connects directly to QuickBooks Online via Intuit's cloud API for instant, real-time syncing — no web connector or desktop app required.
- Real-time estimate syncing from ArborNote proposals
- Invoices push to QBO the moment they're generated
- Customer records stay in sync across both platforms
- Payment status updates reflected in ArborNote
- Cloud-to-cloud — nothing to install, nothing to maintain
What Syncs Between ArborNote & QuickBooks
From the moment a proposal is created to the final payment, every financial touchpoint stays connected across both systems.
| ArborNote | Direction | QuickBooks |
|---|---|---|
| Proposals & Line Items | → | Estimates |
| Approved Proposals | → | Invoices |
| Clients | ↔ | Customers |
| Pricing & Service Items | ↔ | Products & Services |
| ArborNote Pay Payments | → | Payment Records |
| Payment Status | ← | Payment Updates |
Set Up in Minutes
Connecting ArborNote to QuickBooks is straightforward. Here's the process at a glance.
Connect Your Account
For QBO, authorize ArborNote directly. For Desktop, download the Web Connector file from ArborNote settings.
Map Your Items
ArborNote matches your service items and pricing to QuickBooks products so line items sync accurately.
Create a Proposal
Build a proposal in ArborNote as usual. When it's ready, the estimate syncs to QuickBooks automatically.
Get Paid
Approved proposals become invoices. Payments via ArborNote Pay sync back. Your books stay clean.
Why Arborists Love This Integration
Spend less time on admin and more time on tree care. Here's what the QuickBooks sync means for your day-to-day.
Eliminate Double Entry
Proposals, invoices, and customer info enter once in ArborNote and appear in QuickBooks automatically. No copy-paste, no re-keying data.
Consistent Pricing
Service items and pricing sync between systems, ensuring your proposals and QuickBooks invoices always match — no discrepancies for your bookkeeper to chase.
Accurate Financial Reporting
With estimates and invoices flowing into QuickBooks in real time, your P&L, cash flow reports, and tax filings are always based on current data.
Proposal-to-Payment Workflow
The full lifecycle — from proposal creation through estimate, invoice, and payment — runs on one connected pipeline across ArborNote and QuickBooks.
ArborNote Pay Integration
Accept credit card, debit, and ACH payments through ArborNote Pay. Payments automatically record in QuickBooks so receivables are always up to date.
Secure & Reliable
Your QuickBooks file stays your system of record. ArborNote syncs data securely — the integration never modifies records you haven't touched in ArborNote.
Ready to Connect ArborNote + QuickBooks?
The QuickBooks integration is available on all ArborNote plans. Start a free trial to see your proposals turn into estimates and invoices — automatically.
Award winning features
ArborNote won the Safety Innovation Award at the Arborexpo Arbor Awards, for our bi-lingual Job Safety Analysis form, that helps crews get their work done safely, regardless of their primary language.
QuickBooks & HubSpot integration
Quickbooks
- Real-time estimate syncing from ArborNote proposals
- Automatic customer profile creation and updating
- Batch processing capability for multiple proposals
- Mobile and desktop synchronization options
- Customizable estimate templates that mirror ArborNote's format
HubSpot
- Unified customer data across platforms
- Automated deal pipeline updates
- Seamless contact management
- Enhanced lead tracking and nurturing
- Integrated communication history
Schedule a product demo today!
