Invoices
The statement of goods and services from the case becomes an invoice in QuickBooks.
QuickBooks for funeral homes
FuneralHQ syncs with QuickBooks Online, so invoices, payments, and customer records stay current between your case file and your books without retyping. QuickBooks Desktop is not supported.
Who it is for
- Firms that key every invoice into QuickBooks twice
- Bookkeepers reconciling the case file against the ledger
- Owners who already run QuickBooks Online and want to keep it
- Firms on QuickBooks Desktop weighing a move to Online
What it replaces
- Re-entering each invoice from the case into QuickBooks
- Manually creating a customer for every new family
- Posting payments by hand in two systems
- Month-end cleanup from mismatched entries
How the QuickBooks sync works
You arrange the case once in FuneralHQ, and the sync keeps the financial records current in QuickBooks Online as you go.
- 01
Connect your QuickBooks
Link FuneralHQ to QuickBooks Online during setup, with help from onboarding.
- 02
Invoice from the case
Build the statement of goods and services on the case, and the invoice is ready to send to QuickBooks.
- 03
Sync invoices and customers
The invoice and the family as a customer move into QuickBooks so you never create them twice.
- 04
Sync payments
Card and ACH payments post to QuickBooks against the right invoice, so balances agree across systems.
- 05
Reconcile with confidence
Because the case and the books share the same numbers, month-end is a check rather than a rebuild.
What syncs
Payments
Card and ACH payments post to QuickBooks against the matching invoice.
Customer records
Each family records as a customer in QuickBooks without separate data entry.
QuickBooks Online
Connect to QuickBooks Online and keep your existing cloud accounting setup.
On QuickBooks Desktop today?
FuneralHQ does not sync with QuickBooks Desktop. We will walk through what moving to QuickBooks Online involves before you commit to anything.
No double entry
Arrange once on the case, and the financial side flows to QuickBooks without retyping.
Common questions
Does this work with QuickBooks Desktop?
No. The sync supports QuickBooks Online only. If you run QuickBooks Desktop today, we will walk through what moving to QuickBooks Online involves before you commit to anything.
What exactly syncs?
Invoices, payments, and customer records sync with QuickBooks Online, so the case file and the books reflect the same numbers. On a demo we walk through exactly how each record flows for your setup.
Will I still need to enter anything twice?
No. You arrange the case once in FuneralHQ and the invoice, payment, and customer flow to QuickBooks without re-keying.
Can I keep my current chart of accounts?
Yes. We connect to your existing QuickBooks company during onboarding so you keep your setup.
See the QuickBooks sync on a real case
In 20 minutes we invoice a sample case and watch the invoice, payment, and customer land in QuickBooks.