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Tree Life 360 Integrations

Integrate your tree business with what's important

Tree Life 360 integrates seamlessly with the world’s leading platforms to automate every part of your workflow.

Book Demo
  • Intuit

QuickBooks Online

Overview

Real-time bidirectional sync between Tree Life 360 and your QuickBooks online account 

Key Features

  • Automatic customer creation and mapping
  • Instant invoice and payment sync
  • Chart of accounts integration
  • Conflict resolution management
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Partner Docs

Data Mapping

  • Customers ↔︎ Clients
  • Products/Services ↔︎ Service Templates
  • Invoices ↔︎ Invoices
  • Payments ↔︎ Payments

Setup flow

  • Navigate to Owner Profile > Integrations
  • Click "Connect to QuickBooks"
  • Sign in to your Intuit account
  • Authorize Tree Life 360 access
  • Complete the Field Mapping wizard
  • Plaid

Bank Reconciliation

Overview

Connect over 11,000 financial institutions to automatically sync transactions and balance your books

Key Features

  • Daily automatic transaction sync (2 am)
  • Automated match rules
  • Intelligent transaction matching
  • PDF/Excel reconciliation reports
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Partner Docs

Data Mapping

  • Bank Transactions → GL Entries
  • Merchant → Vendor Records
  • Statement Balances → Reconciliation Periods

Setup flow

  • Navigate to Accounting > Bank Accounts
  • Click "Connect to Bank Account"
  • Search for your institution via Plaid
  • Securely enter your banking credentials
  • Select the accounts you wish to sync
  • Stripe

Online Payments

Overview

Accept credit card and ACH payments directly from your estimates and invoices with Stripe Connect 

Key Features

  • One-click payment links for customers
  • Secure tokenized card storage
  • Instant payment status updates
  • Automated payment receipts
Learn More
Partner Docs

Data Mapping

  • Stripe Charges → Invoice Payments
  • Refunds → Credit Memos
  • Payouts → Bank Deposits

Setup flow

  • Navigate to Owner Profile > Payments
  • Click "Connect with Stripe"
  • Complete the Stripe onboarding flow
  • Verify your business information
  • Enable ACH or card payments in settings