QuickBooks Integration · updated 2026-08-22

What syncs to QuickBooks and how it looks in your books

The integration mirrors your customer-facing money into QuickBooks: same totals, clear document numbers, no duplicates.

1. 1

   Customers

   Each Dumpster Controls customer becomes a QuickBooks customer with name, email, phone and billing address. Before creating, the integration searches your QuickBooks for an existing customer with the same email (then the same name) and links to it instead of creating a duplicate.

2. 2

   Invoices

   Each invoice becomes a QuickBooks invoice with document number DC- plus your invoice number. Line items match your invoice; fuel surcharge and card processing fee appear as their own lines when present; sales tax is added as an explicit Sales tax line so the QuickBooks total is identical to what your customer saw.

3. 3

   Payments

   When a payment completes, QuickBooks records a payment against the linked invoice (or as a customer payment if there is no invoice). The reference number and method travel in the payment note.

4. 4

   Refunds

   Refunds appear in QuickBooks as credit memos for the refunded amount, with a note pointing to the Dumpster Controls record. Your accountant applies the credit as appropriate; the actual money movement already happened through your processor.

5. 5

   The service item

   Lines are booked under a QuickBooks service item named Dumpster Controls Services, created automatically under your first income account. Your accountant can re-categorize in QuickBooks at any time; the integration will keep using the same item.