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How to sync Roofr contacts to Quickbooks

Learn how to set up and use the Roofr x Quickbooks integration to sync your Roofr contacts to your Quickbooks account.

Prerequisites: A Quickbooks Online (US) account.

Before you begin:

Learn how to integrate Quickbooks with your Roofr account.

How to sync Roofr contacts to Quickbooks

1) Create a new customer in Quickbooks from Roofr

  • Click Connect in the Quickbooks section of a Roofr contact card

  • Roofr will search your Quickbooks account for any customers with a matching name

  • If there are no matching records in your Quickbooks account, you will be prompted to Create new in Quickbooks

  • Roofr will create a corresponding Contact record in QuickBooks with matching details.

  • Your customer record will be updated as Connected in Roofr when the customer is synced

💡QuickBooks currently syncs with Customers only, not Suppliers or Crew.

2) Sync existing customers in quickbooks with Roofr

💡 If you are migrating to Roofr and you already have customer records in your Quickbooks account, this will allow you to keep your records consistent.

  • From the Contacts section of your Roofr dashboard, click +Contact

  • Enter the name of an existing Quickbooks contact and Save

  • Click Connect in the Quickbooks section of that contact card

  • Roofr will generate any matching Quickbooks contacts

  • Click the correct listing to sync

  • Your customer record will be updated as Connected in Roofr when it’s synced to the corresponding Quickbooks contact

What's Next?

How to sync Roofr catalog items to Quickbooks

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