Send your billing to your books. Skip the second entry.
Connect QuickBooks Online or Xero once. ServiceVisit sends what you bill, collect and refund, and tells you when a record has drifted.
Accounting connection
Connect
Sign in to your accounting system.
Map
Match accounts and, for Xero, tracking categories.
Send
Invoices, payments and more are sent.
Review
Drift is flagged for you to resolve.
Two accounting systems, one workflow
Both connect from Settings → Integrations. Pick your accounts, and ServiceVisit sends invoices and their payments, refunds, customer credits, voids and write-offs, plus package liability movements. Customers and contacts are created in your books as invoices are sent.
- QuickBooks Online and Xero
- Account mapping; Xero tracking categories
- Invoices, payments, refunds, credits, voids and write-offs
- Approved time entries to QuickBooks and Xero Projects
- Drift detection and a reconcile sweep with retry limits
Export status
Stripe for cards
Connect Stripe to take card payments; payouts and earnings appear in ServiceVisit.
- Stripe payment connection and readiness checks
- Payouts and upcoming payouts
- Payment webhooks handled for you
Payouts
Push events to your own systems
Register webhook endpoints, choose events, see delivery logs and rotate secrets.
- Endpoints with event selection
- Delivery logs
- Secret rotation
- Plan allowances: endpoints 2 / 10 / 25
Webhook endpoint
And also in accounting & integrations
Time export
Approved time for technician pay.
Account picker
Choose income and deposit accounts.
Modified in accounting
Mark a record changed in your books.
Country check
Warns on a non-US QuickBooks company.
Deposits & credits
Carried through to Xero.
Reconciliation
A sweep re-checks records that have not landed in your books.
Good to know
- Sending is one-way: ServiceVisit sends to your accounting system. It does not import existing customers, invoices or payments, and it does not sync bank feeds or payroll.
- Turn on sales tax in ServiceVisit only; ServiceVisit calculates tax, so do not enable your accounting system's own tax engine.
- There is no public API key self-service or calendar sync today.
Explore the rest of the platform
Take in work
Capture every request the same way, from any channel.
Scheduling & dispatch
Put the right technician on the right job at the right time.
Field work
Give technicians everything they need and capture what they do.
Customers & communication
Know every customer and keep every conversation in one place.
Estimates, invoicing & payments
Go from estimate to paid without re-entering anything.
Reporting & profitability
See margins, labor, receivables and what is coming in.
Walter AI
An assistant that drafts and suggests, so you review and send.
Team, security & setup
Roles, qualifications, locations, branding and sign-in security.
See it working on your own jobs.
Start a free trial. A credit card is required to begin, and every plan includes unlimited users.