Keep Your Books and Business in Sync
Seamless Updates Between Perennial and QuickBooks.
Any changes you make in QuickBooks—like a payment or a customer detail update—will sync back to Perennial, and vice versa. Perennial is designed to keep both systems aligned so you avoid double entry and stay consistent.
Step-by-step QuickBooks set up
Step 1
Log in to your Perennial account and go to the Settings menu.
Step 2
In the Settings, select the “Integrations” tab.
Step 3
Find QuickBooks in the integrations list and click “Connect.”
Step 4
You’ll be prompted to log in to your QuickBooks account—enter your QuickBooks credentials.
Step 5
Once logged in, authorize Perennial to access your QuickBooks data.
Step 6
After authorization, select which accounts (e.g., income, expenses) you want to sync.
Add your Clients.
Schedule the Work
setting up clients & projects is simple
Step 1
Add a New Client
Step 2
Set Pricing
Step 3
Create a Project or Recurring Service
Step 4
Confirm Schedule & Crew in Calendar
Step 5
Mark job as complete, generates Invoice automatically and Payment status updates in client record