PLMBR + QuickBooks
QuickBooks is the one accounting layer PLMBR keeps, and what PLMBR does with it is reconciliation, not just a sync. Every job, expense and invoice PLMBR creates is pushed across and reconciled against your books automatically, so there is no bookkeeping step left and nobody re-keys a number that already exists. Your cost codes come across during onboarding and become the basis the agent prices from — which is why its proposals read like yours rather than like a template. Nothing about your chart of accounts has to change, and you can ask where the books stand by text.
Connected, not just listed
- Jobs created in PLMBR appear in QuickBooks with the right customer and cost codes.
- Expenses captured against a job post to the matching account and are reconciled for you.
- Invoices PLMBR sends are recorded and reconciled, so AR is current without a re-key.
- Text the agent to ask where the books stand instead of opening QuickBooks.
- Your existing cost codes import and become the basis for Felicity's pricing.
- Live job margin in PLMBR reads from the same numbers your accountant sees.
PLMBR and QuickBooks
Do I still need a bookkeeper?
You still want an accountant. What goes away is the data-entry and reconciliation step — jobs, expenses and invoices land in QuickBooks as they happen and are reconciled against your books, rather than being typed up and matched later.
Will this change my chart of accounts?
No. PLMBR maps to the accounts and cost codes you already use. Mapping is part of onboarding.
Does PLMBR move money?
No. Felicity drafts and sends the invoices that get you paid, after you approve them. She never spends money or transfers funds.
What if my books are messy today?
Raise it on the demo call. Import quality is the single biggest factor in how good Felicity's pricing is on day one, so it is worth scoping honestly rather than discovering later.