Costs, invoices and payments flow to QuickBooks on their own, so every job's profit stays current.
Invoice and codes
Contacts
Payment
Bills
Jobs, time and billing
The books
A&E firms watch deadlines, capacity and progress closely. Profit is the one number that stays hidden
until the job is closed and the invoices are reconciled, by which point it is too late to do anything about it.
Time and costs sit in your job tool. Invoices and
payments sit in QuickBooks.
You find out a job barely broke even after it is finished,
not while you could still adjust scope or billing.
Export, match, fix, repeat. The monthly reconciliation
becomes a ritual instead of a report.
Software built for agencies or all-purpose project work
was never shaped around how A&E practices quote,
track and bill.
Meet the Job Profitability OS
WorkflowMAX connects to QuickBooks Online so the right data moves between them automatically. That two-way link is what turns a project tracker into a Job Profitability OS: every hour and cost flows through to the books, and every job's profit stays current.
Approve an invoice in WorkflowMAX and it replicates in QuickBooks Online, mapped to the right revenue accounts. Enter a supplier invoice and it creates a payable bill while updating that job's profitability.
Customer payments and contact details sync in real time. Update a client in either system and the other keeps up, so you are never re-typing the same record twice.
Purchase orders stay in WorkflowMAX as commitments, not transactions. Receipt one and the cost flows to QuickBooks as a payable, so nothing clutters your accounts before it should.
QuickBooks was never meant to run your projects. WorkflowMAX is, with the tools A&E firms reach for
on multiple complex jobs, and the reporting to see what each one earns.
Manage every job, task and deadline across multiple complex projects from one place.
Capture every chargeable minute so nothing billable slips through before invoicing.
Send customised quotes, estimates and budgets in minutes, then track them against the job.
Build detailed, branded invoices down to the phase, then let the data flow to QuickBooks.
See where each job stands and what it is earning, based on your live job data.
Shape quotes, invoices and reports around the way your practice actually works.
Across 150+ countries run their jobs on WorkflowMAX.
Director of Guymer Bailey Architects
"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."
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Founder of Holistic Nursing Solutions
"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."
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Director at Engenera
"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."
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Brand and Marketing Director of BlueRock Digital
"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly. WorkflowMAX makes it really easy to do that."
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Director of Your HR System
"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture
on profit and understanding what our profit is."
As time, costs and supplier invoices are recorded against a job in WorkflowMAX, your job profitability reporting updates, and the synced QuickBooks data keeps the financial picture accurate. You can see how each job is tracking rather than waiting for the end-of-month reconciliation.
Yes. For firms using QuickBooks Online as their main accounting platform, WorkflowMAX gives you the same job-to-accounting flow that Xero users get: invoices, account-code mapping and payment tracking. WorkflowMAX handles job management, time tracking and billing; QuickBooks handles the books.
Yes. Import your QuickBooks contacts to get set up quickly, then they stay in sync bi-directionally. Update a client in either platform and the change is reflected in the other, so you are not maintaining two address books.
Most firms send from WorkflowMAX, since it gives you detailed timesheet breakdowns, branded templates and phase-level line items, then lets the accounting data flow to QuickBooks. You can also send from QuickBooks if that suits your workflow.
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.
Purchase orders are commitments, not financial transactions. When you receipt a PO in WorkflowMAX, the resulting cost flows to QuickBooks as a payable. This keeps your accounting ledger clean and accurate.
