QuickBooks Integration for Construction

Connect CPMSOFT with QuickBooks to keep job costs, vendors, and progress billings in sync—no more double entry.

  • Job Cost Sync: cost codes, labor, and materials flow into QuickBooks for accurate WIP.
  • Vendors & AP: push commitments and approved invoices to Bills in QuickBooks.
  • Projects & Customers: map projects to customers/jobs consistently.
  • Progress Billing: export pay apps / draw schedules to invoices.
  • Two-Way Updates: reflect status and references without manual reconciliation.
Request a Demo See Cost Control

Need custom mappings (Classes, Items, custom fields)? Our team can help with integrations & custom programs.

Diagram showing CPMSOFT connected to QuickBooks for projects, vendors, job costs, and invoices

What Syncs

Projects & Jobs

Project setup and mapping to QuickBooks customers/jobs.

Cost Codes & Items

Standard cost structure mapped to Items / Classes as needed.

Commitments & Invoices

Approved invoices flow to Bills; progress billing to Invoices.

How It Works

  1. Authorize the connection (QuickBooks Online or Desktop connector).
  2. Map projects, cost codes, and vendors in CPMSOFT.
  3. Choose what to sync (one-way or two-way) and set a schedule.
  4. Review logs and exceptions; approve workflows for AP/AR.

Learn more about our project tools and dashboards & analytics.

FAQs

Does this support QuickBooks Online and Desktop?

Yes. We support QuickBooks Online natively; Desktop via a connector.

What about taxes, classes, or multi-company setups?

We map Items/Classes and can scope multi-company workflows during onboarding.

How often does data sync?

On demand or scheduled (e.g., hourly/daily). You control the cadence.

See It in Action

Get a walkthrough of the QuickBooks integration and job-costing workflow.

Request a Demo