How to Integrate Simpro with QuickBooks?

• 04 November 2025
• QuickBooks
• Written by George Dockrell

Managing a field service business comes with its challenges, such as tracking jobs, managing technicians, handling invoices, and keeping inventory in check. Simpro is designed to simplify these operations. Built specifically for trade and field service industries like electrical, plumbing, HVAC, and fire protection, Simpro offers a centralized platform to manage everything from scheduling and quoting to customer communications and reporting.

Since its launch in 2002, Simpro has grown into a trusted solution for over 8,500 businesses worldwide. With real-time inventory tracking, automated invoicing, and built-in business intelligence tools, it helps trade businesses operate more efficiently and make data-driven decisions. Its cloud-based nature eliminates the need for on-premises setup, allowing users to access their data from anywhere with an internet connection.

To further streamline financial management, Simpro integrates with leading accounting platforms, including QuickBooks. This integration ensures that invoices, payments, and financial data flow seamlessly between both systems, reducing manual entry and minimizing errors. Let’s take a closer look at how to connect Simpro with QuickBooks for a smoother, more efficient workflow.

Advantages of Connecting Simpro with QuickBooks

Integrating Simpro with QuickBooks creates a unified financial management system, reducing administrative work and improving accuracy. Instead of manually transferring data between platforms, businesses can streamline accounting processes, minimize errors, and gain real-time financial insights. Below are the key benefits of linking Simpro with QuickBooks:

• Seamless Data Sync: Automatically transfers financial data between Simpro and QuickBooks, reducing manual input and potential errors.
• Real-Time Financial Updates: Ensures financial records stay accurate and up to date, supporting informed decision-making.
• Automated Invoicing and Transactions: Moves invoices, payments, and other financial transactions from Simpro to QuickBooks without manual intervention.
• Simplified Account Reconciliation: Categorizes bank transactions for easier financial tracking and faster reconciliation.
• Payroll System Integration: Connects payroll tools for smooth employee payments and time tracking.
• Better Job Costing and Reporting: Provides deeper insights into job expenses and financial performance with detailed reports.
• Mobile Financial Access: Enables on-the-go management by offering remote access to financial data.
• Elimination of Duplicate Entries: Prevents redundant data entry across platforms, saving time and improving efficiency.

How to Integrate Simpro with QuickBooks?

Setting up this integration requires a few key steps, from configuring permissions to enabling the accounting link within Simpro. Note that the steps described below integrate Simpro Premium with QuickBooks Online and do not work for the Desktop version of the accounting software. Follow the process below to successfully link Simpro with QuickBooks.

1. Configure Security Permissions

   Before starting the integration, ensure your user account has the necessary permissions:

   • Navigate to System > Setup > Security Groups in Simpro.
   • Access the relevant security group and update permissions for Accounting Link to allow integration setup and data synchronization.
2. Launch Simpro Premium in QuickBooks Apps

   To connect Simpro with QuickBooks Online:

   • Open QuickBooks Apps and go to My Apps.
   • Locate Simpro Premium in the list. If unavailable, search for “Simpro Premium,” click Get App Now, and authorize access.
   • Click Launch > Authorize under Simpro Premium.
   • Enter your Simpro Premium Company Identifier, Username, and Password, then click Login.

   This step links your Simpro Premium and QuickBooks credentials, allowing seamless access between the two systems.

3. Enable the QuickBooks Online Accounting Link in Simpro

   To finalize the integration:

   • Go to System > Setup > Accounts Integration in Simpro.
   • Select QuickBooks Online as the accounting package.
   • Adjust QuickBooks Online settings to align with your financial workflows.
   • Configure export options to determine how financial data syncs between the platforms.
   • Click Save to complete the setup.

   Once these steps are completed, Simpro and QuickBooks will communicate directly, ensuring financial data stays updated and accessible across both systems.

Simplify Your Simpro and QuickBooks Integration with Apps4Rent

Setting up the Simpro and QuickBooks integration can be a game-changer for managing financial workflows, but even a small misconfiguration can create unexpected roadblocks. Troubleshooting these issues can take time away from core business operations. That’s where Apps4Rent comes in.

As an Intuit Authorized Hosting Provider, Apps4Rent specializes in QuickBooks Enterprise hosting solutions. Our team has extensive experience in resolving QuickBooks-related challenges, ensuring a smooth and hassle-free connection between Simpro and QuickBooks. When you choose Apps4Rent, you get expert guidance every step of the way.

Need help setting up or optimizing your integration? Our 24/7 customer support team is available via chat, phone, or email to assist you at any time. Let Apps4Rent handle the technical complexities so you can focus on growing your business.