*Roofr does not currently support Quickbooks Desktop integration
Prerequisites: A Quickbooks Online (US) account.
Before you begin: Learn how to integrate Quickbooks with your Roofr account.
How to sync Roofr catalog items to Quickbooks
1) Create Item
From the Catalog section of your Roofr dashboard, click +Add Item
Name the item
Click Edit on the item listing
Enter the item details:
Pre-tax Price
Type
Unit
Description (optional)
2) Sync to Quickbooks
Scroll to the bottom of the item window and click Connect in the Quickbooks section
If no similar item exists in Quickbooks:
Click Create new in Quickbooks
Select the Income Account for this item
Your Roofr catalog item will be updated as Connected when it’s synced to the corresponding Quickbooks product or service
If a matching item exists in Quickbooks:
Click on the corresponding listing in the Roofr catalog item window to sync with Quickbooks
All of the details from the Roofr item will sync with the corresponding Quickbooks product or service
✅ All items appear in QuickBooks with identical names and pricing under “product and services”
✅ When you export invoices, each line item automatically maps to its corresponding QuickBooks item
✅ No more re-entering line items or fixing mismatched product codes