Accounting sync QuickBooks, Sage, Acomba, Zoho
Enter it once. Your accountant sees it by morning.
Invoices, payments, customers and timesheets move from Plannit to your accounting system on their own. Month end stops being a weekend, and the numbers your accountant sees are the numbers you invoiced.
14-day free trial. No credit card required.
- QuickBooks Online and Zoho Books
- Sage 50, Acomba and Avantage
- Timesheets synced for payroll
Accounting System Guides
Invoices and payments sync in real time · Plannit → QuickBooks
Choose the company to connect to Plannit
Month end
The last weekend of the month, before and after
- Print the invoices
- Retype every one into the accounting system
- Match payments to invoices by hand
- Chase the ones that don't match
- Send the accountant a shoebox
- Invoices synced as they were sent
- Nothing retyped, ever
- Payments matched as they came in
- Nothing left to chase
- Accountant logs in and sees it
What syncs
Customers, invoices, payments and hours
Send an invoice in Plannit and it appears in your accounting system. Take a payment and it's matched. Add a customer once. Sync employee timesheets and payroll starts from real hours, not a text message.
- Customers synced, no duplicates
- Invoices and payments matched automatically
- Timesheets synced to save time on payroll
| No. | Customer | Amount | Status |
|---|---|---|---|
| Waiting for Plannit… | |||
| 0008 | Garage Lapointe | $640.00 | Open |
| 0007 | David Chen | $550.73 | Paid |
Lapointe · Chen · BHL Construction new
Date
Method
Reference number
Notes
Card
Plannit Pay
Paid in the app, posted to the books
- Card-present and online payments
- Bank transfers at a lower rate
- Every transaction in your reports
Card or bank transfer, on site or from the invoice link. Because the payment happens inside Plannit, it reaches your accounting system already matched to its invoice. Customers get more ways to pay; you get fewer things to reconcile.
A week of books
Nobody types anything twice
One invoice, one payment, one payroll run, and what your accountant finds on Friday.
- MondayInvoice sent from the field
It posts to QuickBooks, Sage or Acomba the same day, against the right customer.
- TuesdayPaid by bank transfer
Matched to the invoice automatically. The status is "paid" in both systems.
- ThursdayTimesheets closed
Hours recorded by the app sync for payroll. No Sunday-night text asking who worked when.
- FridayThe accountant logs in
Sales, payments and receivables are current. The questions stop.
“Better management of our teams. They have every relevant detail about the customer and the work to be done. No more paper documents.”
Create your account
Set up before your next job
Enter your email to create the account. A real person helps you get started.
- 14-day free trial
- No credit card required
Questions
Before you switch
Which accounting systems does Plannit integrate with?
QuickBooks Online, Zoho Books, Sage 50, Acomba and Avantage, with more integrations in development.
What data syncs?
Customers, invoices, payments and employee timesheets. Send an invoice or take a payment in Plannit and it appears in your accounting system.
Does it sync both ways?
Customers, invoices and payments stay in sync between Plannit and your accounting system, so nothing needs to be entered twice.
Which plan includes the integration?
Accounting sync is part of the Premium plan. Invoicing and Plannit Pay are on every plan.