QuickBooks logo

QuickBooks integration

No CRM? Run referrals straight from QuickBooks.

You don't need field-service software. If you invoice your customers in QuickBooks, Referral Booster runs the same way, reading your customers and invoices, sending the referral ask after a paid invoice, attributing every referral, and paying the reward when the next invoice clears.

Book a callSee all integrations

Customer sync

Your QuickBooks customers, ready to refer.

Referral Booster reads your customer list and invoice history straight from QuickBooks, no separate CRM required. Every customer you've invoiced is ready to become an ambassador.

QuickBooks

Customers

4 synced to Referral Booster
MD

Maria Delgado

(415) 555-0142 · Furnace install

Synced
JO

James Okafor

(312) 555-0198 · AC tune-up

Synced
PN

Priya Nair

(206) 555-0177 · Water heater

Synced
TB

Tom Brennan

(703) 555-0163 · Drain repair

Synced

After every paid invoice

A paid invoice is the signal.

Instead of waiting on a field-service "job complete," Referral Booster follows your QuickBooks invoices. When one is paid, the referral ask goes out to that customer on its own, the same automation, keyed to your books instead of a job board.

QuickBooks · Invoice #1042Paid ✓
MD

Maria Delgado, Invoice #1042

Invoice $4,820 · marked paid

Referral Booster fires automatically

Sent to Maria · just now

Thanks for choosing us, Maria! 🙌 Know someone who needs the same great work? Share your card, you both get rewarded when their job’s done.

Attribution

Every referral, traced back to your books.

When a referred friend becomes a customer and gets their first invoice in QuickBooks, Referral Booster ties it back to the customer who referred them, so you can see exactly which invoices came from word of mouth.

app.referralbooster · referrals

Attribution

This month
CustomerFrom ambassadorChannelStatus
R. OkaforMaria DelgadoCallPaid
The NguyensTom BeckerEmailCompleted
K. WallaceMaria DelgadoCallBooked
J. RomeroPriya PatelCallLead

Rewards

Rewards pay out only on paid invoices.

A reward is earned when a referred customer's invoice is marked paid in QuickBooks, never before. A canceled or refunded invoice never triggers a payout, so every reward comes out of revenue you've already collected.

app.referralbooster · rewards · payouts

Payouts

Outstanding CA$525
Maria DelgadoCA$300ApprovedMark paid
Tom BeckerCA$150Paid
Priya PatelCA$75PendingMark paid

Clean books

Reward payouts, recorded right in QuickBooks.

Referral Booster can post each reward payout back into QuickBooks as a transaction, so your books stay reconciled and every referral cost is tracked, without anyone keying it in by hand.

app.referralbooster · rewards · payouts

Payouts

Outstanding CA$525
Maria DelgadoCA$300ApprovedMark paid
Tom BeckerCA$150Paid
Priya PatelCA$75PendingMark paid

QuickBooks questions

Answers about the QuickBooks connection.

Yes. If you invoice in QuickBooks, that's all you need. Referral Booster runs the same referral program off your QuickBooks customers and invoices, the referral ask is simply keyed to a paid invoice instead of a field-service "job complete."

See it work in your shop

Request a demo. See your customers drive growth.

We’ll walk through your job flow, your reward setup, and exactly what your customers will see, plus how to start putting word of mouth to work for you. Unlock it today.

Book a callSee pricing