QuickBooks & Integrations
Connect QuickBooks Online and other tools to Handoff.
By Dave and 2 others3 authors13 articles
QuickBooks Setup
Connect QuickBooks Online, configure sync settings, and reconnect.
- How to connect QuickBooks Online to HandoffConnect QuickBooks Online from Settings > QuickBooks sync, choose where projects go, and finish setup. Learn what Handoff imports and pauses.
- How to choose your QuickBooks sync settingsChoose how projects map to QuickBooks and which records sync, from Settings > QuickBooks sync. See what each toggle does and which plans get two-way sync.
- How to disconnect or reconnect QuickBooksDisconnect QuickBooks from Settings > QuickBooks sync, or reconnect after a dropped connection. Your sync settings and existing records are kept.
- Does Handoff work with QuickBooks Desktop?Handoff connects to QuickBooks Online only. It does not connect to QuickBooks Desktop, so use QuickBooks Online to sync estimates, invoices, and clients.
QuickBooks Sync
What syncs (customers, vendors, expenses, invoices, payments) and troubleshooting.
- How QuickBooks sync worksSee which Handoff records sync with QuickBooks Online, in which direction, how estimates and invoices appear there, and when sync runs.
- QuickBooks sync errors and how to fix themFind the message on your estimate, invoice, client, or expense, then follow the fix. Covers connection, paused, conflict, and sync error messages.
Other Integrations
Google Calendar, other integrations, and the Handoff API.
- What Handoff integrates withSee which tools Handoff connects to, where to turn each integration on in Settings, and which plan each one needs.
- How to sync Handoff with Google CalendarConnect Google Calendar so your Handoff phases and events appear on your calendar and changes sync both ways.
- How to connect Handoff to ZapierConnect Handoff to Zapier, then build Zaps that create projects and contacts or react to proposals and paid invoices.
- How to bring magicplan floor plans into HandoffConnect magicplan, match each scan to a Handoff project, and confirm the measurements before they feed an estimate.
- How to connect your AI assistant to Handoff (MCP)Connect Claude or ChatGPT to your Handoff account so the assistant can work with your projects, estimates, and invoices.
- How the Handoff API worksLearn what the Handoff public API can do, where to create an API key, and which plan it needs.
- How to export an estimate to CSVExport an estimate as a CSV file from its options menu, and see which columns the file includes.