QuickBooks Projects Integration
Custom Cloud Service Built to Unlock QuickBooks Projects
Context
NCOMPSS is a software platform built for companies in the roofing industry. The application centralizes data from multiple systems, bringing information from different tools into a single product used daily by its customers.
The platform was designed around system integrations. Over time, several third-party applications were connected to create a unified operational and financial view.
One critical limitation, however, remained.
The Challenge
To keep financial data properly organized, NCOMPSS needed to work with the Projects module of QuickBooks.
Estimates and invoices needed to live inside projects, not just customer accounts. This was essential to maintain structure and consistency across the platform.
Although NCOMPSS already relied on automation tools such as Make and Zapier, none of these tools offer native access to the QuickBooks Projects module.
Without access to Projects:
- Financial data could not be structured correctly
- Automations were incomplete
- The overall organization of the platform was compromised
The Solution
We designed and built a custom cloud service that exposes the QuickBooks Projects module through a secure REST API.
This service acts as a bridge between NCOMPSS, QuickBooks, and automation platforms.
The solution went through the official approval process with Intuit and was designed from the ground up as a multi-tenant system.
Each tenant of the NCOMPSS platform connects to its own QuickBooks account, with full data isolation and secure authentication handling. The API can be consumed by any automation tool, enabling workflows that were previously not possible.
Key Outcomes
- Access to QuickBooks Projects through a custom REST API
- Estimates and invoices organized by project
- Seamless use with automation platforms
- Multi-tenant architecture with full data isolation
- Officially approved QuickBooks integration
- Secure handling of authentication and sensitive data
- Scalable foundation for future integrations
Business Impact
With this integration in place, NCOMPSS was able to fully incorporate QuickBooks Projects into its platform architecture.
Financial data became properly structured, automations became more reliable, and tenants gained a consistent way to manage projects without changing their existing workflows or tools.
The result is a more complete, scalable, and organized platform that overcomes native limitations of third-party automation tools.
Extending Platforms Beyond Native Limits
This project demonstrates how custom cloud services can unlock restricted modules, extend existing platforms, and enable automation where native tools fall short.
Systems Involved
NCOMPSS Platform
QuickBooks
Make
Zapier
Airtable
Google Cloud
Custom CRM & Project Management For Roofing Companies( ncompss.com)
Need to Extend Your Platform's Capabilities?
If you're facing integration limitations or need custom cloud services to unlock features that automation tools can't reach, we can help design and build the right solution.