Integration
Keep job cost, invoices, payments, and retainage in sync between QuickBooks and the tools that run your jobs, so nobody enters the same number twice.
Who it's for
Contractors, builders, and trades that run their books in QuickBooks Online or Desktop and want construction-grade job cost, pay applications, and field data connected to it, without moving to a heavier accounting system.
A QuickBooks integration for construction connects QuickBooks to the tools that run your jobs, including Procore, field apps, and custom construction software, so job cost, invoices, payments, and retainage stay in sync without double entry. Evertech builds these integrations for contractors, builders, and trades that want to keep QuickBooks as their accounting system.
Most growing construction companies hit the same wall. QuickBooks handles the books well, but change orders, pay applications, retainage, and field time live somewhere else, and someone reconciles them by hand at month-end. We close that gap with a sync that follows your accountant’s rules, then add finance agents that do the matching and checking.
For teams on Procore, see Procore integration. For the construction layer itself, see project and financial management software. Shops that want field service software of their own, with invoices and payments still syncing to QuickBooks, can start with own your field service software.
How it works
We keep QuickBooks as your accounting system and build the construction layer around it.
We map your chart of accounts, jobs, cost codes, and how invoices, time, and payments get into QuickBooks today.
You get a firm scope and price for the sync and workflows worth doing first.
Two-way sync between QuickBooks and Procore, field apps, or custom construction software, with clear rules for what flows where.
Agents match invoices, flag cost overruns, and draft pay applications from the synced data.
What you get
Construction data flowing into QuickBooks the way your accountant wants it.
Committed and actual cost by job and cost code, kept current in QuickBooks and in your project tools.
Owner invoices and sub bills created once and synced, with the right job and cost code.
Payments received and made, plus retainage held and released, tracked by job.
Crew time from the field mapped to jobs and cost codes, ready for payroll.
Projects, commitments, invoices, and payments synced between Procore and QuickBooks.
Integrations for QuickBooks Online and QuickBooks Desktop, including migrations between them.
Outcomes
Nobody enters the same invoice twice.
Job cost in QuickBooks matches what the project team sees.
Month-end close stops depending on one person's spreadsheet.
Tell us where the numbers stop matching. We will show you how to connect the job to the books.
AI agents
Once the data flows, AI agents can do the repetitive work, with a person approving anything that matters.
Today
A project manager spends a day each month pulling percent complete, change orders, and retainage into an AIA G702/G703 in Excel.
With the agent
The agent pulls the schedule of values, approved change orders, and progress from your job data, drafts the G702/G703, and flags every line that does not reconcile with last month or with what accounting shows.
The PM reviews and signs before it goes to the owner.
Today
Extra work gets agreed in a site conversation or a text and never makes it onto a change order.
With the agent
The agent reads RFIs, site emails, and WhatsApp, iMessage, or SMS threads, spots likely scope changes, drafts the change order with cost backup, and follows up until it is approved or rejected.
The PM approves the draft and the pricing.
Today
Accounts payable checks each sub invoice against the contract, prior billing, and paperwork by hand, or does not check at all.
With the agent
The agent matches each invoice to the subcontract, purchase order, prior billing, and the lien waiver on file, routes clean invoices for payment, and holds the rest with a plain reason.
The controller releases payment.
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Tell us how you run today, and we'll show you what's possible. A short discovery call is the fastest way to see where Evertech can help.
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