Your books and your business, in sync.
Connect QuickBooks Online and your Bookkeeping Specialist handles the rest — syncing transactions, categorizing expenses, pushing invoices, and importing customers so your books of record stay accurate without the double entry.
One connection, four fewer things to do by hand.
Automic Trades connects to QuickBooks Online through Intuit’s official OAuth 2.0 flow. Once connected, your Bookkeeping Specialist keeps both systems in agreement — automatically.
Transaction sync
Purchases, sales receipts, payments, and bill payments flow into your ledger automatically. First connect pulls the last 90 days; after that, incremental sync keeps your books current without manual data entry.
Expense categorization write-back
When your Bookkeeping Specialist categorizes an expense, the change writes back to the matching account in your QuickBooks chart of accounts — so your CPA sees the same categories you do.
Invoice and estimate sync
New invoices and quotes created inside Automic Trades are mirrored into QuickBooks as Invoices and Estimates. Customer records are resolved or created automatically and cached for the next one.
One-click customer import
Import your active QuickBooks customers in one step. Names, emails, and phone numbers are validated, normalized, and deduped against your existing customer list — no CSV needed.
Three steps, then it runs itself.
Connect. Sign up for Automic Trades (or sign in), then authorize QuickBooks Online from your integrations dashboard. Intuit's secure OAuth window handles the credentials — we never see your QuickBooks password.
Initial sync. Your Bookkeeping Specialist pulls the last 90 days of transactions and maps your chart of accounts to expense categories. You can review and adjust the mapping from your settings at any time.
Ongoing. From here on, new transactions sync automatically, categorized expenses write back to QuickBooks, and invoices or estimates you create inside Automic Trades are mirrored into your QuickBooks realm.
Your trade. Your books. One system.
Whether you run a plumbing crew, an HVAC outfit, an electrical shop, a painting company, or any other independent trade operation — if QuickBooks is your books of record, Automic Trades keeps them current while you focus on the work.
Ready to connect your books?
Sign up for Automic Trades, connect QuickBooks from your dashboard, and your Bookkeeping Specialist takes it from there.