Your financials live in QuickBooks Online. Your job site documentation lives in CompanyCam.
The QuickBooks Online and CompanyCam integration connects both platforms automatically so your estimates, invoices, and customer records stay in sync with what’s actually happening on the job, without anyone manually moving files between tools.
How the QuickBooks Online + CompanyCam Integration Works
Once you connect QuickBooks Online and CompanyCam, the integration automatically:
- Creates a CompanyCam project when a Sub-Customer is created in QuickBooks Online, using the Sub-Customer’s display name and address.
- Syncs QuickBooks Online Estimates and Invoices tied to that Sub-Customer to the matching CompanyCam project.
- Adds labels to CompanyCam projects as actions happen in QuickBooks Online — Estimate Attached, Invoice Attached, QuickBooks Online Customer — so your team can see where a job stands at a glance.
- Lets you select photos from a CompanyCam project and send them directly to a QuickBooks Online Estimate, Invoice, or Customer record.
- Gives QuickBooks Online users a direct link to the CompanyCam project from the Notes section of the QuickBooks record.
One thing worth knowing: If you lock Invoices and Estimates in the integration settings, only Admin and Manager users in CompanyCam can see them in Documents — Standard and Restricted users won’t have access.
Put Job Site Photos on Your Estimates and Invoices
A proposal backed by photos is more credible than one that isn’t. An invoice with before-and-after documentation is harder to dispute.
With CompanyCam photos syncing directly to your QuickBooks Online Estimates and Invoices, your customers can see exactly what you found, what you did, and what they’re paying for — without you downloading photos from one platform and uploading them to another.
Your crew captures the job documentation on site. You select the photos you want attached. They land on the estimate or invoice automatically. That’s the whole process.
Get Signatures on Estimates and Invoices
When a QuickBooks Online document syncs to CompanyCam, your techs and field team can collect signatures on it directly in the app — without printing anything, without emailing a PDF, and without waiting until they’re back at the office.
If you have CompanyCam Signatures enabled, the document is signable the moment it syncs. That means estimates can be approved on site. Invoices can be signed off at job completion. And your office doesn’t have to chase anyone down for a signature after the fact.
Learn how to use digital signatures in CompanyCam to get this set up for your team.
Eliminate Double Data Entry and Keep Your Records Clean
Every time someone manually transfers information between QuickBooks Online and another tool, there’s a chance for a mistake. Wrong customer name, mismatched address, a photo attached to the wrong invoice. The QuickBooks Online and CompanyCam integration removes that risk.
Because project information flows automatically between both platforms, your CompanyCam projects stay aligned with your QuickBooks Online records from the moment a Sub-Customer is created. No duplicate projects, no clerical errors, no reconciling two systems at the end of the week.
Your QuickBooks Online record is the source of truth — with the job site documentation sitting right alongside your financial data. That’s how contractors can stay organized as jobs and customers pile up.
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How to Connect QuickBooks Online and CompanyCam
Connecting the two platforms takes just a few steps:
- Navigate to the Integrations tab in CompanyCam.
- Locate the QuickBooks Online card.
- Click Connect, then Continue.
- Sign in to your QuickBooks Online account.
For a detailed walkthrough, check out our step-by-step guide. If you run into any issues, reach out to Support in the app.
If you’re a QuickBooks Online user new to CompanyCam, start a 14-day free trial today. Already using CompanyCam? Log in and connect the integration now.
