QuickBooks Integration

One source of truth, from QuickBooks to project profitability.

Octayne plugs directly into QuickBooks so revenue, costs, and margin all live in one place — no double entry, no end-of-month spreadsheet exports.

Octayne octayne
QuickBooks
Invoices
Receipts
Vendor bills
Expenses
Reimbursables
01 · Revenue

Capture revenue from QuickBooks

Every invoice and receipt in QuickBooks flows into Octayne automatically. Revenue is captured against the right project, the right client, and the right period — with no double entry and no reconciliation gymnastics at month-end.

Invoice
NS-19-006
QuickBooks
$25,320.00● Billed
Apr 11, 2026 · 136.00h billed
Client
Atlas Manufacturing
Project
Plant Scheduling Modernization
Period
Apr 2026 · locked
Allocation
100% $27,314.00 of $27,314.00
Captured automatically · no double entry Synced 2 minutes ago
02 · Costs

Project costs sync both ways

Octayne's cost management module captures every project expense — labor at the right rates, vendor bills, reimbursables, credit-card charges, and direct purchases — and syncs them with QuickBooks. Your books stay accurate and your projects stay accountable.

Cost management
Vendor invoices Syncing
QuickBooks
Vendor
Project
Amount
Status
Lee Advertising
Gridline Advisory P1
$6,400.00
Accrued
Books by Bessie
Plant Scheduling Modernization
$3,200.00
Accrued
Tony Rondonuwu
Store Operations Redesign
$10,300.00
Partial
Cloudpath Hosting
Warehouse Labor Optimization
$2,150.00
Paid
Northwind Travel
Gridline Advisory P1
$4,820.00
Billed
Showing 5 of 87 vendor billsTotal accrued: $342,180.00
03 · Profitability

A complete view of project profitability

Revenue from QuickBooks. Costs from QuickBooks and Octayne. All rolled up into project dashboards. See gross margin, write-offs, and realization on every engagement — in real time, without exporting a single spreadsheet.

Portfolio
Project profitability
Engagement
GP% vs 45% target
GP%
Gridline Advisory P1
38%
Plant Scheduling Modernization
49%
Store Operations Redesign
77.9%
Warehouse Labor Optimization
72.4%
GP% target 45% · green above, red below Live across every engagement

See it on your QuickBooks data.

A 30-minute working session. We'll connect to a sandbox of your QuickBooks file and show you what project profitability looks like in Octayne.