QuickBooks For Professional Services

Bill and PO workflow approvals*

Manage cash flow, boost transparency, and help protect against fraud with customizable bill and purchase order workflow approvals that create a digital audit trail for each transaction. Delegate with confidence while keeping oversight. One dashboard lets you maintain cash flow oversight and track bills and POs that need approval. Employees get timely reminders so they don’t miss an approval deadline. Customize your workflow approvals your way, or use out-of-the-box templates to make it easy to set up approval flows that cater to your business.

* Available with QuickBooks Enterprise Platinum and Diamond subscriptions

Build customized proposals

Save time and make estimates easier by using our templates to make clear, concise proposals that will help you get the job.

Attach documents to transactions

Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.

Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.

Powerful and accurate project costing

With up-to-the-minute project information, you can react quickly when costs cut into your margins. Track estimated costs and actual costs, and strategically plan for future projects. Easily attach digital timesheet entries to projects, and assign different hourly rates as appropriate.

See profitability by customer or project

Access an interactive dashboard that shows your sales profitability by customer, and modify the report to show profitability by geography, customer fields, and more.

Professional services chart of accounts

From assets like bank accounts, investments, property, and equipment to utilities, salaries, and more, you can organize and customize your information the way you need to see it. Plus you can get a real-time snapshot of profitability metrics by customer.

Flexible billing frameworks

No matter how many different hourly rates your team bills, Enterprise can handle it. Costs are calculated automatically based on each employee’s unique hourly rate—and reflected that way on client invoices. You can assign different billing rates by client, project, or service. Consolidated invoices will reflect billable amounts by hours worked, flat fee arrangements, or a combination of both methods.

Employee time tracking*

Easily track time, save on payroll, and manage your team on the go. Get time tracking software for construction, landscaping, home healthcare, and more. No matter how big or small, see how QuickBooks Time can help your business thrive.

* Available with QuickBooks Enterprise Diamond subscriptions