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Seamless integration and automation

Instantly push and approve sales invoices in WorkflowMax, automatically replicating them in QuickBooks.

Customer payments sync effortlessly, keeping both systems aligned and up to date in real time.

Entering your suppliers’ invoices into WorkflowMax updates your job profitability reporting and creates a payable bill in QuickBooks.

Robust accuracy and reliability

Achieve real-time synchronisation between WorkflowMax and QuickBooks for consistent, reliable data.

Gain accurate insights into job and overall business profitability through fully integrated financial workflows.

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Time-saving one-click solution

Eliminate duplicate admin work and reduce errors with instant, one-click data sync between WorkflowMax and QuickBooks.

Keep contact information automatically updated across both systems, avoiding manual double entry.

Free up your time to focus on what really matters.

quotes-dan-roggenkamp

We’re excited to see even more enhancements coming to the WorkflowMax and QuickBooks integration. It’s already a huge time-saver, but expanding access to additional WorkflowMax endpoints will be a complete game-changer.

Dan Roggenkamp Co-founder & director, set Up My Business

Frequently asked questions

When I approve an invoice in WorkflowMax, does it appear as a draft or an approved invoice in QuickBooks?

Whichever you prefer. You can choose whether the invoice is created as a draft or marked as approved in QuickBooks.

Can I predetermine which QuickBooks sales or cost of sales account my invoices get coded to?

Yes you can, and you can map your codes at the general level, by job category, or even down to individual tasks and costs.

I did some work for a client but won’t charge them for it. Can I show a zero value against this task line?

Yes you can. Just tick the box in the QuickBooks integration settings that says “Show tasks with zero value?”

Can I choose whether I use the WorkflowMax invoice numbering sequence or the QuickBooks invoice sequence?

Yes you can. You can set your preferred invoice numbering prefix (e.g. INV- or Q-) and define the ‘Next number’ in both QuickBooks and WorkflowMax. Then you can choose which sequence to use for your invoices.

Do I send invoices to my clients from WorkflowMax or QuickBooks?

You have the choice. WorkflowMax offers more flexibility in how invoices are presented, for example, it can include detailed timesheets. If you choose to send the QuickBooks version, you can leverage QuickBooks’ online payment and reminder features.

If I raise purchase orders in WorkflowMax, why aren’t they pushed through to QuickBooks?

Purchase orders are requests to buy something—they aren’t financial transactions. When you receipt the purchase order based on the supplier’s invoice, WorkflowMax will then push it to QuickBooks as a bill payable.

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