QuickBooks job costing for contractors: job P&L and WIP without the spreadsheet.
QuickBooks Online and Desktop: accounting for smaller contractors, often with job costing done in classes or in Excel.
Automate job costing, WIP, and AR aging from QuickBooks Online or Desktop, joined to your field or service software. QuickBooks Online accepts write-back, so approved entries can post. Omadli Group, Boston.
Read-only into QuickBooks. Nothing gets replaced.
QuickBooks job costing for contractors: how do I automate the reports?
QuickBooks job costing for a contractor is automated by pulling customers, jobs, classes, invoices, bills, and time from QuickBooks Online or Desktop on a schedule, joining them to the estimate and to the field or service software the company runs (Procore, BuildOps, ServiceTitan, Housecall Pro, Jobber), and producing the job P&L, WIP, and AR aging without anyone exporting to Excel. Omadli Group builds that pipeline read-only and reconciles it to the QuickBooks general ledger before publishing. QuickBooks Online is one of the few platforms with open write access, so where a client wants it, an approved entry such as a bill or invoice can post back automatically after a person approves it. The dashboard shows margin by job and cost code weekly, flags completed work not yet invoiced and labor over plan, and an agent names who should act. Omadli Group is based in Boston, Massachusetts, works with contractors from about $1M in revenue up, and a dashboard averages about 18 days to go live.
QuickBooks with Omadli, at a glance
| Editions | QuickBooks Online (API) and QuickBooks Desktop (export-based). |
|---|---|
| What we pull | Customers and jobs, classes, invoices, bills, payments, time activity, GL. |
| What you get | Job P&L by job and cost code, WIP, AR aging, unbilled work alerts, weekly. |
| Write-back | Open on QuickBooks Online: approved bills and invoices can post automatically. |
| Pairs with | Procore, BuildOps, ServiceTitan, Housecall Pro, Jobber, HubSpot. |
| Time to live | About 18 days to a dashboard, measured average. |
What data Omadli reads from QuickBooks.
- Customers, jobs, and classes
- Invoices, payments, and credit memos
- Bills and vendor payments
- Time activity by job
- Chart of accounts and GL
- Estimates where used
What gets built on QuickBooks first.
Job P&L from classes or jobs
Margin by job and cost code weekly, joined to the field system, reconciled to the GL.
Completed-not-billed alert
Finished scope in the field system with no QuickBooks invoice flagged to the controller.
Approved write-back
A person approves; the bill or invoice posts to QuickBooks Online automatically.
Write-back, and what QuickBooks's own tools already cover.
| Can Omadli write into QuickBooks? | QuickBooks Online allows write access on every tier, so approved entries can post back. QuickBooks Desktop is export-based; entries are prepared for a person to post. |
|---|---|
| Built-in reporting and AI | QuickBooks reports show what is inside QuickBooks. Field hours, service agreements, and job status live in the operations software; joining them is what turns QuickBooks into job costing you can act on weekly. |
| Trades this fits | general contractors, HVAC and mechanical companies, electrical contractors, plumbing companies, roofing companies, specialty contractors, landscaping companies |
QuickBooks and Omadli, answered.
Yes. Classes, customer:jobs, or a separate job list in your field software all work as the job key. Omadli maps whichever you use to the estimate and the field data, and shows margin by job and cost code weekly.
On QuickBooks Online, yes, after a person approves the draft. The agent prepares the invoice from completed field work; the controller clicks approve; it posts. On QuickBooks Desktop the entry is prepared and a person posts it.
No. Omadli connects read-only using the export or API access your current QuickBooks subscription already allows. If a paid API tier would make the data fresher, we tell you what it costs before you decide.
As fresh as the platform allows. Where there is an API, refreshes run on a schedule during the day; where the platform only exports, the dashboard shows the export time so nobody mistakes yesterday's numbers for today's.
Bring the QuickBooks report you rebuild every week.
A 30-minute call. We time it, map where it pulls from, and tell you what the automated version looks like.