Workiz + QuickBooks Online, reviewed line by line before export.
- Import Workiz invoices into one review workspace.
- See totals, balances, taxes, and mappings — and fix the draft before anything posts.
- After export, HVAC Bridge verifies what QuickBooks actually recorded matches what you approved.
Early access — The Workiz connection is in early access and pending validation against live accounts. If you're on Workiz Ultimate (required for Workiz's API), we'd like to work with you — early-access partners get extended free access while we validate together.
14-day free trial of Team features. No credit card required.
Sound familiar?
Workiz and QuickBooks should tell the same story.
A field-service invoice can look finished while the accounting behind it is incomplete or mapped differently. That gap is where month-end cleanup comes from.
- Jobs close in Workiz, but getting those invoices into QuickBooks is still somebody's typing.
- Totals and taxes that looked right on the job can land differently in your books.
- Re-keying invoices into QuickBooks means every field is another chance for the two systems to disagree.
How it works
A checkpoint between Workiz and your books.
Connect Workiz
Enter your Workiz API token and secret (Workiz's API requires their Ultimate plan) — we validate them before anything is stored, and store them encrypted.
Review & audit
Every invoice lands as a draft with named checks against what QuickBooks has. Fix the lines, mappings, and taxes that need it.
Export & verify
Export the approved version — then HVAC Bridge compares what QuickBooks actually recorded against what you approved, and flags any gap.
Line by line
Every invoice, against a named list — not a vibe.
Each imported invoice is compared against what QuickBooks has, check by check, with the disagreeing value shown in red:
- Totals
- Balance
- Tax mapping
- Customer match
- Invoice number
- Due date
- Payment gap
- Billing status
- Pending edits
What's included
The Workiz connection, specifically.
Connectors differ — this is what this one does. No feature listed here is shared marketing copy; each maps to the Workiz integration as built.
- Invoice import from Workiz
- Customer matching
- Item matching
- Invoice-level tax review
- Draft editing before export
- Named audit checks on every invoice
- QuickBooks export with post-export verification
- Daily scheduled import (Team)
Mappings
Mappings become visible work, not hidden assumptions.
Every customer, item, and tax behind an export is linked to a QuickBooks record you can see. Unmatched records are flagged, and nothing posts until they're resolved — by you, or in bulk.
A direct export moves data. That's not the whole job.
Sending an invoice straight from Workiz to QuickBooks gives you no checkpoint in between: no side-by-side review, no discrepancy flags, no draft to correct, and no verification of what QuickBooks actually recorded. HVAC Bridge is that checkpoint — audit, fix, approve, export, verify.
Plans
Start manual. Automate when you're ready.
Solo
$49/moYou trigger every import and export. Full review workspace, matching, draft editing, and post-export verification.
Team
$99/moAdds daily scheduled import, audit mode, and automatic posting — which is earned, not assumed: it unlocks after your first successful manual exports, and approval stays the default.
14-day free trial of Team features. No credit card required.
Questions
Does Workiz integrate with QuickBooks Online?
HVAC Bridge has a Workiz connection in early access: the import, review, and export pipeline is built, and we're validating it against live Workiz accounts with early-access partners before general availability.
What do I need on the Workiz side?
Workiz's developer API is available on their Ultimate plan, so you'll need Workiz Ultimate to generate the API token and secret the connection uses.
What does early access mean?
We work with you directly: connect your account, run the first imports together, and confirm every number against your real data before you rely on it. Early-access partners get extended free access.
What does it cost?
Solo is $49/mo and Team is $99/mo. Every new account starts with a 14-day free trial of Team features — no credit card required.
Also built for the rest of your stack — one review path across all of them.
Put a checkpoint between Workiz and QuickBooks.
Import your invoices, see the mismatches side by side, and export only what you've reviewed.
14-day free trial of Team features. No credit card required.