From QuickBooks Online
Claim context
- Customers
- Invoices
- Payments
- Deposits
- Expenses
- Classes
Available
Accounting
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.
How it moves
Claim context in. Review-ready work out.
Restoria uses the relevant API surface to read claim context and return only the work your firm approves.
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.
Back to QuickBooks Online
Reviewed work
- Customers
- Invoices
- Payment links
- Notes
- Attachments
Complete the workflow
Works well with QuickBooks Online.
Available
Claim management
ClaimWizard
Keep claim records, tasks, and documents moving together.
View integration
Available
Claim management
JobNimbus
Keep property jobs, contacts, documents, and tasks aligned.
View integration
Available
Signatures
DocuSign
Prepare, send, track, and file claim signature packets.
View integrationConnect your stack
Put QuickBooks Online to work on one claim.
Start with a live file and see the review-ready work Restoria prepares.