Accounting & tax
Keep booked work and QuickBooks in step.
QuickBooks is Intuit's small business accounting software for invoicing, expenses and reporting. A practice sells hours. The diary that promises them and the ledger that bills them should describe the same week.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Consultation booked
- 2Duration and fee recorded
- 3Reconciled against QuickBooks
Illustrative flow, not a screenshot of a connected account.
What QuickBooks brings to your booking workflow
Billable time starts as booked time
What was agreed in the diary is what reaches QuickBooks, instead of being reconstructed at month end.
Deadline season has structure
Cap how many filing consultations a day can hold so the last week of the quarter stays survivable.
Client meetings with a paper trail
Every consultation carries its date, duration and attendees without anybody writing a note about it.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Define consultation types
Filing review, advisory, onboarding — each with a length and a price if you charge one.
- 2
Set seasonal limits
Daily caps and buffers so deadline weeks do not fill past what the team can deliver.
- 3
Reconcile one week
Compare a week of appointments with what QuickBooks recorded for it.
Where QuickBooks sits in the catalogue
QuickBooks is part of the core stack — the baseline every udaybooking account can turn on, whatever it sells.
Browse the full catalogueWhere this connection helps
Manufacturing & distribution
The ERP, the couriers and the B2B lead portals are what change on top of the core. QuickBooks belongs to that stack, and udaybooking books the appointments it produces.
CA & accounting practices
Ledgers, filings and verification. A practice runs on its books and on what it can prove about a client. QuickBooks belongs to that stack, and udaybooking books the appointments it produces.
QuickBooks questions
Does this post invoices into QuickBooks?
What syncs depends on your plan and setup. udaybooking owns the appointment; QuickBooks owns the books. Confirm the link before you rely on it.
Can we market to prospects from here?
For Indian CA practices, outbound prospecting tools are switched off in line with ICAI ethics. Inbound booking is the supported path.
Is QuickBooks available on my plan?
QuickBooks is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with QuickBooks.
Set up your booking page, connect what you already use, and let people pick a time that works.