QuickBooks Online + Restoria

Restoria can coordinate relevant QuickBooks Online accounting records so approved claim fees and payment status stay visible without turning the claim file into a ledger.

Start with QuickBooks Online See supported workflows

Create your account, then connect QuickBooks Online from your claim workspace.

How it moves

Claim context in. Review-ready work out.

Restoria reads the claim details you approve and returns only reviewed work.

QuickBooks OnlineAPI connection

Sync

Restoria claim agentFirm review stays in control

Prepare

Approved work in QuickBooks Online Customers · Invoices · Payment links

Supported workflows

Use QuickBooks Online across real claim work.

01
Match clients and claims
Connect customers, projects, classes, and custom claim references.
02
Prepare approved invoices
Create invoice drafts from reviewed fee and claim-closeout details.
03
Track payment status
Bring invoices, payments, deposits, credits, and balances into the claim.
04
Reconcile closeout records
Use accounting status to prepare payment ledgers and closeout follow-up.

Data objects

The records Restoria can work with.

From QuickBooks Online

Claim context

Customers
Invoices
Payments
Deposits
Expenses
Classes

Back to QuickBooks Online

Reviewed work

Customers
Invoices
Payment links
Notes
Attachments

Connect your stack

Put QuickBooks Online to work on one claim.

Start with a live file and see the review-ready work Restoria prepares.

Start with QuickBooks Online

Claim context in. Review-ready work out.

Use QuickBooks Online across real claim work.

Match clients and claims

Prepare approved invoices

Track payment status

Reconcile closeout records

The records Restoria can work with.

Claim context

Reviewed work

Works well with QuickBooks Online.

ClaimWizard

JobNimbus

DocuSign

Put QuickBooks Online to work on one claim.