See invoice balances
Review linked QuickBooks invoices and their outstanding amounts.
QuickBooks Online
See invoices and outstanding balances.
Review linked QuickBooks invoices and project billing sync status inside BuildMarX.
Sample project
Swipe sideways to explore.
Bring invoice details into the project conversation.
Check sync status
See when records last synced and which updates need attention.
Review differences
Use the available resolution actions when project billing and QuickBooks differ.
An example on the job
The office needs to check an unpaid invoice
Open the linked invoice and review its balance and sync status before following up with the customer.
Connected accounting with clear controls
Available actions depend on permissions, linked records, and connection status. QuickBooks-calculated tax differences may need to be accepted from QuickBooks.
See the feature details
- Connect your enabled QuickBooks Online integration and review connection status, invoice counts, balances, and last sync.
- Invoices page actions for Sync Invoices and Sync All Linked Clients, with mirrored invoice list and invoice snapshot cards.
- Mirrored invoice table with invoice, customer, client link, status, issued date, due date, total, balance, and updated columns.
- Review invoice details, product or service lines, related transactions, and invoice activity.
- Project payment request QBO status checks, retry, out-of-sync difference review, and available resolution actions for supported differences.
- Vendor linking and sync controls before an invitation locks the vendor profile.
Talk about your next project
Request early access to BuildMarX.
Tell us about your team and the projects you manage. We’ll contact you to discuss availability and setup.
BuildMarX is in development. Access requests are reviewed by the team before a workspace is set up.
Have a question first? Read the FAQ.