No, it works alongside it, and your accountant or bookkeeper keeps working in
QuickBooks. The CRM covers the job side of the books: what's been signed, invoices
from draft to paid (sent by email or text, with receipts, payment reminders you can
switch on, a statement for each customer, and credits and refunds), what's owed and
collected against each job, the vendor bills you have to pay, and profit and loss
per job and per month.
Connect your QuickBooks Online (not QuickBooks Desktop) and the CRM sends it your
vendor bills, their payments and the receipt attached to each bill; invoices,
customer payments, credits and refunds; lender fees as expenses; and sales and
dispatcher commission payments, each to that person's vendor. It adds customers,
jobs and vendors there as needed, and you match each of your vendors with QuickBooks
once. Each part has its own switch and start date. It's one way, from the CRM to
QuickBooks: bills, invoices and payments entered in QuickBooks don't come back, and
the CRM only changes what it sent. Anything billed with sales tax (an invoice,
contract or change order) doesn't go yet, and neither does what's paid, credited or
refunded on it, so enter those in QuickBooks by hand. If some customers are
invoiced from QuickBooks instead, you can switch off online payments for just those
clients, and by default the CRM doesn't send their invoices.