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How to

Integration between EVX Software and Quickbooks Online

EVX Software connects to QuickBooks Online to simplify billing and keep every hour and expense accounted for

JM
Juan Manjarrés
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Marketing Manager
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Reading time:
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minutes
TL;DR

EVX Software connects directly with QuickBooks Online through a secure API, creating a unified billing process for environmental consulting and engineering firms. Every time entry and expense is tracked, mapped, and billed with accuracy—no duplicate work, no missed revenue. This integration reduces effort and increases visibility, so teams can focus on delivering quality projects while the software takes care of the financial flow.

When it comes to accounting software, QuickBooks stands out as a cornerstone for countless US-based companies. However, while it's a powerful tool for managing finances, it poses unique challenges for industries heavily reliant on billable hours, such as environmental consulting and engineering firms. The process of converting budgets into tasks, tasks into completed jobs, and ultimately translating billable hours into profit can become a significant bottleneck.

For those still managing budgets on spreadsheets, the transition from planning to billing can be arduous, often involving time-consuming exports and meticulous import reviews, especially when dealing with numerous tasks. This inefficiency consumes valuable time that could be better spent on core business activities.

Key aspects of our integation with QuickBooks Online

With EVX Software, unlike traditional accounting solutions, we specialize in project management, prioritizing seamless workflows and time optimization to empower environmental consulting and engineering professionals. Our mission is simple: to streamline your processes, allowing you to concentrate on what truly matters—your projects.

By integrating with QuickBooks Online (QBO) via API, EVX Software bridges the gap between project planning and billing. With this connection, you can effortlessly map expenses, incomes, and budgets, eliminating the need for manual data transfer and ensuring accuracy throughout the billing process.

Here are some key considerations for achieving a smooth integration between EVX Software and QuickBooks Online:

  • Seamless integration: Whether you're already using QBO or considering a switch, our software seamlessly integrates with your existing setup.
  • Efficient planning: Load your price lists, expenses, incomes, and budgets onto EVX Software during project planning, ensuring synchronization with QBO for effortless billing.
  • Controlled billing process: Maintain control over the billing process as a project manager, ensuring that projected revenues align with actual billing outcomes.
  • Task-based billing: Connect the tasks module with expenses based on timesheets, billing rates, and execution hours, allowing for accurate tracking of billing regardless of the billing method employed.

The bottom line

In essence, EVX Software elevates your project management experience beyond QuickBooks. What you plan during the project's initial stages translates seamlessly into billing, encompassing rates, expenses, and other agreed-upon variables with your clients. This integration liberates you to focus on fieldwork and billable hours, while EVX Software and QuickBooks handle the intricacies behind the scenes.

See what EVX Software feels like when your projects finally run on one system.
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How-to
Invoicing
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