Yes. For firms using QuickBooks Online as their primary accounting platform, the integration provides the same job-to-accounting flow that Xero users enjoy invoices, account code mapping, and payment tracking. WorkflowMAX handles job management, time tracking, and billing; QuickBooks handles the books.

Purchase orders are commitments, not financial transactions. When you receipt a PO in WorkflowMAX, the resulting cost entry flows to QuickBooks as an accounts payable item. This keeps your accounting ledger clean.

Yes. Configure your preferred numbering prefix and sequence in both platforms, then choose which system controls the invoice numbers. This ensures your numbering convention stays consistent with your existing practices.

WorkflowMAX offers more flexibility in invoice presentation detailed timesheet breakdowns, branded templates, and phase-level line items. Most firms send from WorkflowMAX and let the accounting data flow to QuickBooks. You can also send from QuickBooks if that suits your workflow.

Yes. Import your full QuickBooks contact database into WorkflowMAX to get set up quickly without manually creating each client record. Contacts stay in sync bi-directionally after the initial import, so updates in either platform are reflected in the other.

Yes. Map account codes at the general level, by job category, or down to individual tasks and costs. WorkflowMAX applies the correct codes when you approve an invoice, so line items land in the right revenue accounts without manual intervention.

WorkflowMAX connects with QuickBooks Online to sync invoices, payments, and account codes. Approved invoices flow to QuickBooks automatically, and you can map revenue and cost accounts at the general, job category, or individual task and cost level. This gives US and international firms a seamless path from job management to accounting.