Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Employees get timely reminders so they don’t miss an approval deadline. Easily set up approval workflows that cater to your business with out-of-the-box templates.

Schedule and pay bills faster in QuickBooks*

Save time by scheduling and paying bills in QuickBooks. Use the funding source you choose and a digital or physical form your vendors prefer. QuickBooks automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer.

Upload bills with the Desktop mobile app

Save time by having QuickBooks automate bill entries from the QuickBooks Desktop mobile app or an email address. Just photograph, import, and review. Allow vendors to send email invoices directly to QuickBooks, which then automatically drafts bill transactions for your review. Stay organized by attaching files to bill transactions for simplified audit trails.

Attach documents to transactions

Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.

Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.

Choose from multiple email contacts

Send emails more quickly by choosing the right recipients from a list of customer or vendor contacts. Reduce errors from manually entering email addresses.

Powerful job costing

With up-to-the-minute project information, you can react quickly when costs cut into your margins. Track estimated costs and actual costs, and strategically plan for future projects. Easily attach digital timesheet entries to projects, and assign different hourly rates as appropriate.

Customized chart of accounts

Get more insight into your business and easier preparation for tax season with the Contractor Chart of Accounts. Make informed decisions now and plan for the future with immediate access to important information like your work in progress, overages and shortages, labor, materials, and more.

Payments screen search options

Forget scrolling through multiple pages of customer transactions to find a payment by date. You can now sort any column in the payments screen (date, order quantity, order amount, amount due, payment) and quickly find the transaction you’re looking for.

Powerful tools for accountants—now available for you

We’ve unlocked several key tools previously reserved for accountants, to give you even more control over your books.– Write off an outstanding invoice as bad debt.– Speed up troubleshooting by using prior account balances to locate account discrepancies.– Manage your lists more actively with our review list changes function. See what’s been added, changed, and deleted in the chart of accounts, items, fixed assets, and payroll items lists.

Receipt management*

Save time by using a mobile device to capture receipt data—just photograph, import, and review. Automatically categorize or modify receipt expenses and record multiple transactions all at once. And assign permissions to users to easily review transactions via email or within QuickBooks.

Salesforce CRM connector*

Sync QuickBooks and Salesforce to reduce duplicate data entry and provide one source of data between sales and support to serve customers better. Generate sales orders and invoices automatically so you get paid faster, and get more visibility into your entire sales pipeline.

Estimates

Turn estimates into invoices, billing by service items, percent complete, or dollar amount. View estimates versus actuals by job so you know what you can invoice for right now.

Work orders

Create work orders from estimates and turn them directly into invoices so you get paid accurately and quickly.

Task management

Never miss a deadline or a milestone. Schedule to-dos, reminders with due dates, and more right from a built-in calendar. Reduce errors and keep your jobs on track.

Change order functionality

Keep your clients in the loop and easily manage change orders. Track and highlight changes to existing estimates. View all change orders for each job and their resulting cost impacts.

Employee time tracking*

Reduce errors and improve productivity with our best time-tracking tool. QuickBooks Time Elite* gives your workforce mobile time tracking from any device. Employees can clock in or out with just one click, take a break, change job codes, or add timesheet details instantly. You can compare budgeted vs. actual hours, assign jobs, and track progress. *Formerly TSheets Elite; per-employee fees apply.

Flexible billing rates

Assign different billing rates to your employees based on the job, difficulty of the task, an employee’s experience level, and other criteria. Easily bill one rate for your foreman and another for your workers.

e-Invoicing

A smarter solution for sending invoices and recording payments. Now, email invoices to your customers with a Pay Now link. All completed payments will be automatically applied to the invoice record, making invoice tracking a snap.

Job status

Keep track of all your jobs with one report. See which jobs are pending, awarded, in progress and closed along with start, projected and actual end dates.

Job costs by job

View a summary of job-related expenses for each job so you can see where your money is going.

Cost-to-complete

By job, see the percentage complete and cost to complete so you can cut costs if you need to, or discuss cost over-runs with your client before it’s too late.

Unpaid bills by Job

By job, quickly get a handle on the bills that have not been paid so you can gain a realistic view of your true job costs and stay on top of your accounts payable.

Expenses not assigned to Jobs

Make sure nothing slips through the cracks. Get visibility into all your expenses that are not currently assigned to a job.

Billed/unbilled hours by person and job

See how much time each worker has spent on each job. Add billable hours to your next invoice and minimize hours you can’t rebill to your clients.

Open purchase orders by vendor

View all of your open purchase orders by vendor and keep track of what items you’re waiting on to finish a job.

Industry-specific report bundles

With Advanced Reporting, our most powerful QuickBooks reporting tool, you won’t need to sort through hundreds of reports to find the right one. We’ve bundled together the reports that our contractor customers have found the most useful.

Intercompany transactions*

Manage multiple business entities more efficiently via one dashboard.* Track transactions by assigning assets and liabilities accounts. Save time and reduce manual entry with bulk transactions. Plus, you can create intercompany reports for better insight on completed historical transactions.

* Available with QuickBooks Enterprise Platinum and Diamond subscriptions.

Improved bank feeds*

Save time with direct feeds from leading customer-preferred banks so you don’t have to manually import banking data. Our banking connections use encrypted technology for added security and peace of mind. And they’re easy to use with a simple, familiar user interface.

Cash flow dashboard

Get a single dashboard to monitor your incoming and outgoing cash flow. Track invoices, sales receipts, credit memos, payments, and more. Manage expenses by tracking paid and upcoming vendor bills, and consolidate multiple reports without manual calculations.

Automatic mileage tracking*

Efficiently record mileage for business trips on Desktop or mobile* so you can more accurately charge back your customers. Run a report of all your business trips in one place. And simplify your year-end taxes by consolidating your mileage data and automatically accessing the latest IRS rates to calculate deductions.