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.