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From the invoice.
To the payment.

A signed job still needs an invoice and a payment record. The connected QuickBooks Online workflow helps the office follow that handoff while keeping the accounting record and the SlabOS job in context.

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THE WORKFLOW IN ACTIONSLABOS · 32 SEC

Sync invoices and payments with QuickBooks

Connect QuickBooks Online once and SlabOS keeps it in sync on its own: a new invoice and its customer go straight to QuickBooks with the same number and the same total, and when the customer pays, the payment comes back and both sides read PAID.

Read the clip: text and visual description

SlabOS - QuickBooks, live: connect once, it just syncs. No voiceover; all information is on screen.

Double entry? Not anymore.
Two invoice sheets side by side: SlabOS and QuickBooks.

Connect once.
One click on Connect, and it reads Connected. A beam lights up between SlabOS and QuickBooks Online, and a Live status stays on.

It just syncs.
Invoice 1042, Maple St, fills in on the SlabOS side and the same rows appear in QuickBooks right behind it: countertops $4,420.00, sink cutout $250.00, install $600.00, tax $434.78, total $5,704.78, balance due $5,704.78.
Invoice and customer, automatic. No double entry.

$5,704.78. Same invoice. Same total. Invoice 1042: SlabOS equals QuickBooks.

Customer pays.
The customer pays $5,704.78 online. QuickBooks marks it paid, the payment comes straight back across the beam, and SlabOS marks it paid too.
Paid in both. Balance due $0.00 on both sides.
Invoices, customers, payments.

SlabOS. Connect once. It just syncs. QuickBooks sync. slabos.com. Book a demo.

Connect the account

Start with the right company.

Use the shop’s QuickBooks Online connection and confirm the accounting company before sending financial records through it. Customer, item and account mapping deserve review alongside the connection itself. A successful sign-in is the start of configuration, not proof that every invoice field matches the shop’s accounting practice.

Confirm the intended accounting company.
Review the invoice and customer mapping.
Inspect the result of the first representative handoff.

Follow the invoice

The job stays in the conversation.

The invoice workflow connects the customer’s job and its billing record. Review the invoice details and sync state rather than creating another unrelated record when the status is unclear. The accompanying clip follows an invoice through the payment handoff so the office can see the relationship.

Check customer, lines, totals and status.
Resolve sync issues before repeating an action.
Use the related job when the office needs production context.

Collect the payment

Card and ACH have their own setup.

QuickBooks Payments options are separate from simply connecting QuickBooks Online. The supporting clips show the payment workflow and card or ACH choices where enabled. Availability depends on the connected payment setup and account; an accounting connection alone does not promise every payment method.

Review the available payment methods.
Confirm the recorded payment state.
Keep invoice status and payment status clear to the office.

Review the outcome

A paid record needs evidence.

Follow the resulting payment and invoice records through the connected workflow. When a customer asks whether an invoice is settled, the office should read the current record rather than infer payment from a signed quote or a sent invoice. Keep exceptions visible and resolve them through the relevant billing or accounting interface.

A signature is not a payment.
A sent invoice is not a settled balance.
Use the walkthrough to review the shop’s intended process.

SLABOS IN MOTION 02 FILMS

SEE THE WORKFLOW.IN MORE DETAIL.

A closer look at the decisions, details and handoffs that make the work happen.

Take card and ACH payments on an invoice

Take Payment right on the SlabOS invoice: charge a saved or new card, or debit a bank account by ACH (eCheck), through the shop's QuickBooks Payments account. Card details go straight to Intuit and are never stored on SlabOS; the balance and status update on the spot, and the payment is posted to QuickBooks and applied to the invoice. Customers can also pay an emailed invoice online.

Read the clip: text and visual description

SlabOS - CARD. ACH. INVOICE. INSIDE SLABOS. - transcript (no voice-over; on-screen text in order)

CUSTOMER WANTS TO PAY.
WHICH SCREEN?
SLABOS · QUICKBOOKS
INVOICE 1042 $5,704.78

TAKE IT RIGHT HERE.
SLABOS · SENT
INVOICE 1042 · MAPLE ST
TOTAL $5,704.78
AMOUNT PAID $0.00
BALANCE DUE $5,704.78
TAKE PAYMENT
TAKE PAYMENT · RIGHT ON THE INVOICE
TAKE PAYMENT
RECORD · CHARGE CARD · BANK (ACH)

CARD.
CHARGE CARD

CHARGE THE CARD.
AMOUNT $2,850.00
VISA •••• 4821 EXP 08/28
NEW CARD
CHARGE $2,850.00
SAVED CARD · KEPT ON THE QUICKBOOKS CUSTOMER
CARD CHARGED $2,850.00
BALANCE DUE $2,854.78 · PARTIAL
PROCESSED BY INTUIT · NEVER STORED ON SLABOS

ACH.
BANK (ACH)

OR DEBIT THE BANK.
AMOUNT $2,854.78
ROUTING NUMBER •••••••••
ACCOUNT NUMBER ••••6612
BUSINESS CHECKING
DEBIT $2,854.78
ECHECK VIA QUICKBOOKS PAYMENTS
BANK PAYMENT SUBMITTED
BALANCE DUE $0.00 · PAID

PAID.
CARD $2,850.00
ACH $2,854.78
IN PAYMENT HISTORY · QB PAYMENTS

AND IN QUICKBOOKS.
QUICKBOOKS
INVOICE 1042 · MAPLE ST
PAYMENT $2,850.00
PAYMENT $2,854.78
BALANCE DUE $0.00
POSTED TO QUICKBOOKS · APPLIED TO THE INVOICE

OR SEND IT.
THEY PAY ONLINE.
INVOICE 1043
PAY ONLINE
SECURE CARD / BANK PAYMENT VIA QUICKBOOKS

SLABOS
CARD. ACH. INVOICE.
QUICKBOOKS PAYMENTS, INSIDE SLABOS
slabos.com
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From invoice to paid with QuickBooks Payments

Invoice in SlabOS and it lands in QuickBooks with the same lines and total; then Take Payment charges a card or debits a bank account (ACH) through your QuickBooks Payments account, the balance drops to $0.00, and the invoice shows PAID in both systems. Customers can also tap Pay Online from the email, PDF or portal.

Read the clip: text and visual description

SlabOS-QuickBooks-Payments-v1 - transcript (no voice-over; on-screen text in order)

BILL IN ONE APP.
CHARGE IN ANOTHER?

INVOICE IT.
SLABOS · QUICKBOOKS
INVOICE 2214 · CEDAR LN
COUNTERTOPS $4,980.00
SINK CUTOUT $250.00
INSTALL $760.00
TAX $494.18
TOTAL $6,484.18
BALANCE DUE $6,484.18
GOES TO QUICKBOOKS AS SOON AS IT'S CREATED
SAME LINES · SAME TOTAL

CHARGE THE CARD.
TAKE PAYMENT
CHARGE CARD · BANK (ACH)
AMOUNT $3,000.00
CARD •••• 3108
SAVE CARD TO ACCOUNT ON
CHARGE $3,000.00
CARD CHARGED
TAKE PAYMENT · RIGHT ON THE INVOICE
THROUGH YOUR QUICKBOOKS PAYMENTS ACCOUNT

$3,484.18
LEFT TO PAY.

OR DEBIT THE BANK.
TAKE PAYMENT
BANK (ACH)
AMOUNT $3,484.18
ROUTING •••••4021
ACCOUNT ••••7740
TYPE BUSINESS CHECKING
DEBIT $3,484.18
BANK PAYMENT SUBMITTED
BANK (ACH) · ECHECK VIA QUICKBOOKS
DETAILS GO STRAIGHT TO QUICKBOOKS PAYMENTS

$0.00
PAID.
CARD + BANK · BALANCE DUE $0.00

PAID IN BOTH.
PAID · BALANCE DUE $0.00
PAYMENTS POST TO QUICKBOOKS

OR THEY PAY ONLINE.
INVOICE 2215
BALANCE DUE $4,180.00
PAY ONLINE
CARD OR BANK
$0.00 · PAID
ON THE EMAIL, PDF + PORTAL
CARD OR BANK · PAID IN SLABOS

SLABOS
GET PAID INSIDE SLABOS.
QUICKBOOKS PAYMENTS
slabos.com
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QuickBooks Integration questions

Is QuickBooks Payments the same as QuickBooks Online?

No. The accounting connection and payment-processing setup are related but separate. Available card and ACH options depend on the payment configuration.

Does signing a quote mark an invoice paid?

No. The signature and payment are separate events and should be checked in their respective records.

See it with your shop’s workflow

Bring the job.
Walk through the handoff.

See the records, the decisions and the next step in a SlabOS demo.

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Published by SlabOS · Workflow documentation reviewed October 6, 2026. Illustrations and clip examples use demonstration data.

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