Most service businesses don't need QuickBooks to invoice — they need it to keep their books clean for their accountant. Glo Invoice handles the day-to-day estimating, invoicing, job tracking, and payment collection your trade actually runs on, then hands the financial summary off to QuickBooks via CSV export, manual entry, or your accountant's preferred workflow. You get the speed and trade-specific features of Glo Invoice without abandoning the books your CPA already knows.
How the workflow works
Run your business in Glo Invoice
Quotes, invoices, jobs, crews, and payments all live in Glo Invoice — built for how trades actually work.
Export to CSV monthly
Export invoices, payments, and expenses to CSV from Reports. Filter by month, customer, or status.
Import to QuickBooks
Hand the CSV to your bookkeeper, or import directly into QuickBooks Online for journal entries and reconciliation.
Close the books
Your CPA sees clean monthly totals in QuickBooks; you get to stay out of accounting software for daily work.
Real use cases
Field invoicing, desk bookkeeping
Your crew quotes and bills from their phones in Glo Invoice; your bookkeeper does the journal entries in QuickBooks.
Cost of goods and expense tracking
Track parts, materials, and crew expenses in Glo Invoice; sync monthly totals into QuickBooks expense categories.
Sales tax reporting
Use Glo Invoice's per-item tax control on invoices, then report collected sales tax to QuickBooks for filing.
1099 contractor tracking
Track payments to subs in Glo Invoice expenses and hand off totals to QuickBooks at 1099 time.
What you get
- CSV export for invoices, payments, expenses
- Filterable by date, status, or customer
- Per-line sales tax breakdown
- Customer and job data export
- Designed for CPA and bookkeeper handoff
- No double-entry — Glo Invoice is the system of record for billing
- Works alongside QuickBooks Online or Desktop
- Per-item tax matches QuickBooks tax categories
FAQ
Does Glo Invoice replace QuickBooks?
For most service businesses, yes — for invoicing, estimates, jobs, and payments. For full accounting (bank reconciliation, payroll, full GL), QuickBooks is still where the books live.
Is there a real-time sync?
Not today. The recommended workflow is monthly CSV export to QuickBooks, which is what most bookkeepers prefer anyway.
Can my accountant access my Glo Invoice data?
Yes. Invite them as a team member with view access, or export everything to CSV for them on request.
Why not just use QuickBooks invoicing?
QuickBooks invoicing is generic. Glo Invoice is built for trades — vehicle info, per-line tax, jobs, crews, text invoicing, and mobile-first billing that QuickBooks doesn't do well.
Start invoicing free
Send your first invoice in under a minute. Cancel anytime.