For bookkeepers & accounting firms
Client billing that posts itself.
Invoice your clients, collect on autopay, and let every entry post to QuickBooks Online — categorized — so the close is a review, not a re-key.
The month-end gap
The work is done. The billing is where the hours go.
You closed the books days ago. What eats the afternoon is raising the invoice, chasing the payment, and then re-entering the same transaction in QuickBooks so the two agree. QuoteHQ runs that stretch — bill, collect, post — as one connected line.
- 01Client billing
Bill the client without leaving your workflow.
Raise an invoice from a client record in seconds, or set a monthly write-up on a recurring schedule that mints and sends itself. One-off cleanups and standing engagements both bill from the same place — no separate tool, no copy-paste between apps.
- 02Getting paid
Collect on autopay, not on reminders.
Clients pay by card or bank transfer from the invoice. Put a card on file with their consent and autopay charges it the day the recurring bill is due, so a fixed monthly fee collects itself — and you stop chasing the same three clients every month.
- 03The close
Close without retyping a number.
Every invoice posts to QuickBooks as income, every payment clears against it, and the processor fee books as an expense — the moment money moves. There is nothing to re-key at month-end, and the entry you'd have made by hand is already there.
For the firm
Your practice’s billing, in one workspace.
Add a seat per team member and keep a record for every client you serve — the engagements you’ve quoted, the invoices you’ve sent them, the retainers on schedule — every dollar posting into your firm’s own QuickBooks. Advisory work — a fixed-fee retainer, a one-time cleanup — is quoted, signed, and invoiced from one place instead of four tools.
To be plain about scope: QuoteHQ runs your firm’s billing and books. It never connects to or writes into your clients’ QuickBooks files — practice management for client books is not what this is.
Questions bookkeepers ask.
How does QuoteHQ price its plans?
Three per-seat plans, billed monthly: Core at $29, Pro at $79, and Agency at $149 per user, per month. Every plan starts with a 14-day free trial and no card is required to begin. If you run write-up for several clients, add a seat per team member — there's no separate charge to accept payments.
Does it sync to QuickBooks Online?
Yes. QuoteHQ pushes to QuickBooks Online for US businesses: invoices, payments, processor fees, and any card-price uplift post automatically and land categorized. Already keep books there? The import wizard brings your existing chart of accounts, items, and customers over in dependency order so you start connected.
Are the e-signatures on engagement letters legally valid?
They're built to the U.S. ESIGN Act. When a client signs an engagement letter or proposal, QuoteHQ captures their consent, name, IP address, browser, and a timestamp, then seals the signed document to a tamper-evident PDF fingerprinted with a SHA-256 hash and keeps it in a retained archive.
What happens to card processing fees?
You stop paying them. Every invoice lists a card price — computed automatically — and a bank-transfer price. A client who pays by card covers the processing cost inside the card price; a bank transfer (ACH) carries no card fee at all. Either way, the amount you billed is the amount that lands in your account.
Who owns the client data I put in?
You do. For the client records you enter, QuoteHQ acts as your processor — we never sell personal information and never use your data to train general-purpose AI models. Every signed engagement letter is retained and downloadable as a sealed PDF, so your records stay yours.
Keep reading
Serve a particular trade? QuoteHQ for consultants and for home services.
Bill your clients, close the month clean.
Start the trial, connect QuickBooks Online, and let billing and the books run as one line.