QUICKBOOKS INTEGRATION

One source of truth, from QuickBooks to project profitability

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

QuickBooks and Octayne data flow diagram: invoices and costs synced between QuickBooks and Octayne project dashboards

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.

Invoices sync to projects and engagements
Receipts roll up to client and revenue totals
Period-locked so historical reports stay clean

QuickBooks invoice synced into Octayne project revenue with line items and amounts mapped to the right engagement

Octayne cost management dashboard with labor, vendor bills, and reimbursables syncing back to QuickBooks

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.

Labor costs from rates × hours, by role and project
AP, credit card, and direct purchases attributed to the right job
Billable expenses flagged for client invoicing

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.