Keep QuickBooks. Connect it.
Your bookkeeper keeps working there. Invoices and payments made here post to QuickBooks on their own, and Otto can look anything up for you.
Ask Otto QuickBooks connectedWhat stays in step.
Both ways.
From the day you connect. Your bookkeeper says yes to the mapping once, and then it runs on its own.
| Between the two | What happens |
|---|---|
| Invoices made here | Post to QuickBooks with the right items, income accounts and sales tax. |
| Payments taken here | Recorded in QuickBooks, into the deposit account you choose. |
| Customers | Matched to the customer list you have. Nobody is created twice. |
| Payments recorded in QuickBooks | Show up here, so nobody gets a reminder for a paid invoice. |
| Questions for Otto | "What does Oakwood HOA owe?" He looks it up in QuickBooks and answers. |
| Your books | Reports, payroll and reconciling stay in QuickBooks with your bookkeeper. |
Stays in stepStays where it is
Before you connect.
Four checks.
Ten minutes with your bookkeeper. Each step links to the page it comes from.
- 1Check your plan
The Free plan does not allow third-party connections. Simple Start and up do.
Settings, then Subscriptions and billing
QuickBooks' help page (opens in a new tab) - 2Turn off any old sync
If Jobber, ServiceTitan or another tool posts to QuickBooks, switch it off first so nothing posts twice.
In the old tool's settings
ServiceTitan's QuickBooks help page (opens in a new tab) - 3Take a backup
Export data gives you a zip of Excel files: reports, lists and attachments.
Settings, then Export data
QuickBooks' help page (opens in a new tab) - 4Map items and tax once
Otto suggests which QuickBooks items, income accounts and tax rates to use. Your bookkeeper says yes.
Here, when you connect
What QuickBooks says.
From QuickBooks' pricing page and help center, read Oct 10, 2026. Nothing here changes what you pay QuickBooks.
- Contract
- No annual contract. Cancel at any time.Pricing page
- Plans that connect
- Simple Start and up. The Free plan allows no third-party connections.Pricing page
- Your data
- Settings, then Export data, gives you a zip of Excel files.Help center: export data
- If you ever cancel
- Your books stay readable for a year after.Help center: cancel QuickBooks Online
- Payments
- QuickBooks Payments can keep running. Payments recorded there show up here.Payment rates page
- More people
- No fee for extra users is published. You move up a plan instead.Pricing page
What it costs to keep it.
QuickBooks' prices as listed on its pricing page, read Oct 10, 2026. You keep paying QuickBooks; connecting it here costs nothing extra.
QuickBooks Online, as listed
| Free2 invoices a month, no connections | $0 |
|---|---|
| Simple Start1 user | $38 |
| Essentials3 users | $85 |
| Plus5 users | $140 |
| Advanced25 users | $340 |
AI Scaling, with QuickBooks connected
- The QuickBooks connection is included
- No per-user fees and no add-ons
- Month to month, cancel online
Most owners keep QuickBooks. If you want your invoicing to live here too, it posts to QuickBooks on its own, so your bookkeeper's work does not change.
What Otto does
with QuickBooks.
He keeps the two the same and answers questions from your books. Your bookkeeper stays in charge of them.
- 01Maps it once, with your bookkeeper
He suggests the items, income accounts, tax rates and deposit account to use. Your bookkeeper says yes.
- 02Posts every invoice and payment
What you invoice and collect here shows up in QuickBooks, matched to the right customer.
- 03Answers from your books
"Who owes us more than $1,000?" He looks it up in QuickBooks and offers to write the reminders.
QuickBooks questions.
If yours is not here, ask through Get started and a person replies.
Do I still need QuickBooks?
Keep it if your bookkeeper works there, and most do. Invoices and payments made here post to it on their own.
Does my bookkeeper have to change anything?
No. They keep working in QuickBooks. They say yes to the item and tax mapping once when you connect.
Will invoices post twice?
Not if old syncs are off. Turn off any other tool that posts to QuickBooks before you connect it here.
Can Otto change my books?
He posts the invoices and payments made here, as mapped. He does not reconcile, run payroll or change your reports.
Can I disconnect?
Any time. Your books stay in QuickBooks exactly as they are.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
