Seamlessly bring QBO projects into Siteline and sync invoices back without double entry.
Overview
Siteline connects directly to QuickBooks Online (QBO) so subcontractors can eliminate duplicate data entry, improve accuracy, and streamline billing. With this integration, you can:
Import projects from QBO into Siteline
Build and manage billing in Siteline
Sync invoices back into QBO
Keep PMs working in Siteline while accounting stays in QBO
This saves time, reduces errors, and keeps financial and operations workflows cleanly separated.
Workflow overview
Connect QuickBooks Online: A Siteline admin enables the QBO integration, and your QBO admin authenticates the connection. This is a one-time setup.
Import your project: Search for a customer, sub-customer, or project in QBO and pull it into Siteline.
Import or build your SOV: If an estimate exists in QBO, Siteline imports the line items as your SOV. If not, you can build the SOV directly in Siteline.
Create your billing in Siteline: Build progress invoices in Siteline exactly as you normally would — percent complete, stored materials, approval workflow, etc.
Sync the invoice back to QBO: Siteline posts either a line-item invoice (when an estimate exists) or a total-only invoice.
QBO applies taxes & stores the invoice:
If your invoice has line items: Siteline uses the Product/Service values already assigned to each line in the QuickBooks estimate — no action required.
If your invoice does not have line items: Siteline will prompt you to select one Product/Service for the entire invoice (Siteline remembers your last choice).
QBO then applies tax automatically and stores the invoice.
Field mapping summary
QBO → Siteline
QBO field | Siteline field | Notes |
Customer / Sub-customer / Project | Project Name | Main identifier |
Customer / Sub-customer / Project Shipping Address | Project Address | Siteline uses the shipping address fields |
Estimate > Line Items* | SOV Line Items* | Description, amount, and line number imported from QBO estimate if present* |
Product/Service | Product/Service | Required on invoice sync |
*Product/Service handling note: Product/Service values from QuickBooks Online estimates are not stored in Siteline. When syncing line-item invoices back to QBO, Siteline automatically bills against the Product/Service assigned to each estimate line in QuickBooks Online.
Siteline → QBO
Siteline field | QBO target | Notes |
Invoice (#, date) | Invoice | Standard QBO invoice |
Line items | Invoice line items | Only if estimate exists |
Total amount | Invoice total | Used if no estimate exists |
Retention (if toggle ON) | Not included in invoice | Deducted before sync |
Retention (if toggle OFF) | Included in invoice | Full amount sent |
Pretax amount | Pretax | QBO applies tax |
Retention note: QuickBooks Online does not have a built-in concept of construction retention. Retention is calculated and managed entirely in Siteline and applied using a deduct-retention toggle before invoices are synced to QBO.