QuickBooks

About QuickBooks integration

QuickBooks works well for day-to-day accounting - until operations and finance drift apart. That’s when scaffolding firms start leaking margin:

• invoices go out late
• variations don’t get billed
• supplier costs aren’t tied to jobs
• payment chasing is inconsistent
• month-end becomes reactive
  

This integration connects Agenisy and QuickBooks so billing and reporting stay linked to the job from start to finish.

What you can do with QuickBooks connected

• Sync customers and suppliers so records stay clean and consistent.
• Create invoices automatically from operational events:
  • approved quotes
  • approved variations
  • staged billing / milestones (if you use them)
• Keep job documentation attached
  • variation approvals, photos, POs, delivery notes, timesheets
• Track profitability by job
  • link revenue and job costs to understand true margin
• Monitor payment status
  • see what’s paid, outstanding, overdue
• Automate chasing
  • reminders and internal prompts when invoices age past your terms
    

Extra functionality you should position (high value)

• Variation control: generate invoice prompts immediately when scope changes are logged.
• Deposits + staged invoicing: reduce risk and smooth cashflow.
• Credit notes/adjustments: handle changes cleanly without manual fixes.
• Tax/VAT defaults: stop repeated errors and inconsistencies.
• Director reporting: margin by job, overdue totals, monthly trend snapshots.
  

Key benefits

• Faster invoicing with fewer errors
• Better margin protection and fewer missed variations
• Reduced admin and less reconciliation
• Improved cashflow through consistent chasing
  

Features available

• Customer/supplier sync
• Invoice creation (draft or send)
• Payment status sync (where supported)
• VAT/tax mapping and defaults
• Credit notes/adjustments (where supported)
• Attachment storage against job/invoice records
• Automated reminders and overdue workflows
• Job profitability reporting (revenue vs costs)