Grow your business with Projectworks and QuickBooks
Projectworks integrates directly with QuickBooks Online so you can effectively manage your projects, with a real-time view of project performance and accurate revenue forecasts. Invoices, expenses, purchase orders, and payments sync across the two platforms to save time and provide a single source of truth for your project finances.
See how the Projectworks and QuickBooks integration works
Increase your billable time by integrating Projectworks with QuickBooks Online. Eliminate time-consuming double handling and expensive admin overheads across your firm. By syncing your project financials, you’ll be able to better monitor and predict project performance, and make better business decisions to grow your margins and mitigate risk.
Invoices, reimbursable expenses, and purchase orders created in Projectworks can be exported directly to QuickBooks Online as bills to pay, and payment information from QuickBooks flows straight back into Projectworks. Customizable auto-sync lets you reconcile payments, suppliers, and leave balances, and you can auto-export invoices and expenses from Projectworks if desired.
IN THE WORDS OF PROJECTWORKS CUSTOMERS ACROSS THE GLOBE
"Revenue forecasting has been a game changer for our organisation, we are able to easily assign work to staff knowing what we have coming up financially"
"Projectworks is a powerful project management system, and we are glad we decided to migrate to this platform. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone."
"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
“Projectworks is a powerful system. We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone”
"The Projectworks team is easy to deal with, open to ideas, and incredibly responsive."
“Staff love it and are better able to manage their projects, quickly see when they are over budget etc. Timesheet entries are a breeze as are leave requests and approvals. Support is quick to respond and the Projectworks team have been great to work with.”
“With Projectworks, we are able to streamline our expense reimbursement process so that expenses are loaded and draw down on project budgets; allowing us to accurately track project profitability”
"What we got with Projectworks was really aligned with the way we wanted our business to work. It's truly a system built for services business. It is what we would have built if we were to have done it ourselves."
"We've been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000."
“The resourcing function is better than other platforms because you can resource at a project level. It’s great to have an autonomous team who all know what they need to do”
"In the words of one of our Senior Project Directors - you just go in, add any changes and it creates the invoice! It's that easy"
“The reporting is intelligent, well-formed and easy to access. Projectworks is a must-have tool for our business”
“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”
“We are a rapidly growing organization and were looking for something that would help us scale. As we explored Projectworks' capabilities, we had many "wow this is powerful" moments. We now use Projectworks for timesheets, invoicing (integrated with Xero), resource management and forecasting.”
“Viewing the current and projected margins have been wonderful to see and being able to see the forecasted income really helps the business strategically think of next steps to further grow. The tech support has been amazing and are always quick to respond”
“Viewing our current and projected margins have been wonderful. Being able to see the forecasted income really helps the business strategically think of next steps to further grow.”
“We're so happy that we're using this software and we'd pick it again and again. We find new bits of software that we didn't notice before and it makes our jobs even easier. Would recommend 100%.”
“Onboarding was well done, responsive support and customisation prior to go live. The interface is extremely intuitive and forecasting links well with invoicing which makes the whole workflow easy.”
“We love the resourcing functionality in Projectworks. It is so easy to use and engaging. The project management team keep this updated on a regular basis and it makes our lives so much easier. The invoicing is also great.”
“As we explored Projectworks, we had many 'wow this is powerful' moments. The insights and benefits you get in the software are well worth it”
“Simple to use, very intuitive, dashboard and system looks great. All our employees find it very simple to use and easy to find metrics at the click of a button. Everything is in real time so we know it is also accurate.”
“It's been a really easy transition and the continual product updates and responsiveness of the team are fantastic. Having used a variety of different systems in consultancies of different sizes and scales, this is hands down the most productive and effective platform I've ever used.”
“It was a seamless process. Their team did all the hard work and we have received amazing ongoing support. We finished with WorkflowMax on a Friday afternoon and were live in Projectworks by Monday. Highly recommend.”
“We’ve finally been able to move away from spreadsheets and that means more live and accurate data when making business decisions.”
“Projectworks is not only a great project management solution but we have managed to customise the tool to fit our business needs”
“We instantly felt efficiency in Projectworks and gained insights into our business with open API’s and integrations with 3rd parties”
“We’ve been able to build predictable models for our staffing needs and that has saved us, in the last couple of years, as much as $85,000”
“Our staff have found it very helpful. It's given them a better understanding of how their productivity impacts the overall profitability of the firm”
“Once the Projectworks team set us up, our ability to monitor and manage our resources, projects, and budgets has increased dramatically”
“The integration between Xero and Projectworks really bridged a gap we had. An impressive, simple and very powerful integration”
“We evaluated several other apps that integrated with Xero, and selected Projectworks because of its flexibility. It's powerful and flexible”
“My experience with Projectworks has been excellent. The integration with Xero is flawless and assists greatly with efficiency”
“We have tried a number of different tools including Mavenlink, WorkflowMax and Accelo. Projectworks is our favorite by far. It's the right balance of advanced features but simplified functionality”
“Can't fault the Projectworks team and software. Really responsive customer service team. Frequent roadmap releases. Highly recommend”
“Projectworks is a really great and powerful tool. We use the integration so that all of our project fee, expense and workflow data is also in Quickbooks, helping our team focused on finances keep the business running. Happy to recommend!”
“Fantastic PSA system, from onboarding to ongoing updates and support, the team at Projectworks have been fantastic. The integration with Quickbooks ensures no risk of error in manual data entry. Overall I wouldn't hesitate to recommend, we would be at a loss without it!”
“We approached Projectworks on a recommendation from 12d Synergy. The team have been great, giving us a high level of confidence migrating to a mature system from WorkflowMax”
“We evaluated several other apps and selected Projectworks because of its flexibility. It's powerful and flexible”
"I've got angels singing. Projectworks looks so clean, such a cool product to use”
“Projectworks has been fantastic for projects, budgeting and invoicing”
“Every task is simple & easy to complete, from timesheets all the way through to invoicing"
“We now run our pipeline out of Projectworks, we can see what is in the works and what’s coming up. Projectworks informs 95% of what we do”
“I found Projectworks a really easy system to learn. We are also getting great support from Projectworks - it's definitely ticking all the boxes”
"We used Projectworks to drive our weekly forecast meeting, it’s much easier than our previous spreadsheet and easy to make changes on”
“As a professional services team Projectworks helps us seamlessly integrate with our accounting platform for invoicing, expenses and leave management”
“Every task is simple & easy to complete, from timesheets all the way through to invoicing. Productivity gains were immense compared to our old software solution.”
New to Projectworks?
Projectworks is a platform designed specifically to help increase visibility, improve margins, and set up your professional services business for scale. Start a free trial today and we’ll be in touch.
New to QuickBooks?
QuickBooks Online is smart, simple accounting software for small businesses. It gives you powerful tools to track expenses, customize invoices, run reports, and more, all from one place.