Stop retyping approved timesheets into QuickBooks.

Every billing cycle, someone exports hours, rekeys them as invoice lines, and chases down which expenses were approved. It is slow, it is where billing errors come from, and it delays cash. Project Insight builds the invoice from the time, expenses, and milestones already approved in the project, then syncs it natively to QuickBooks Online.
BILL FROM REAL WORK

The invoice comes from the project, not a spreadsheet.

When billing data lives apart from delivery, invoicing starts with an export and ends with someone reconciling what actually got approved. Hours get missed, expenses slip a cycle, and disputes take days to answer.

  • Create invoices directly from time entries, expenses, or milestones.
  • Sync approved timesheets and expenses with no manual re-entry.
  • Bill milestone and time-and-materials work in the same workflow.
  • Send invoice-ready records with line items, attachments, and an audit trail.
  • Answer a billing question by opening the project it came from.
Invoices generated from project time and expenses
QuickBooks field mapping and sync settings
NOTHING IN BETWEEN

No Zapier, no middleware, no custom API.

Most project tools reach QuickBooks through a connector you buy, configure, and maintain separately. That is another vendor, another bill, and another thing that breaks quietly the week you need to invoice.

  • Native two-way sync between Project Insight and QuickBooks Online.
  • Map users, time codes, and cost categories directly to QuickBooks fields.
  • Create QuickBooks jobs and accounts during export, with no pre-setup required.
  • Export with a single click and keep an accurate transfer every time.
  • Keep accounting in QuickBooks while delivery stays in Project Insight.
DIFFERENTIATORS

What sets Project Insight's QuickBooks integration apart?

Work management tools capture hours; turning those hours into an invoice is where they stop. Reaching QuickBooks usually means a separate connector, a separate product, or a beta. Project Insight builds the invoice from approved project data and syncs it to QuickBooks Online natively.

QuickBooks Online integration capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key QuickBooks Integration Capability Project Insight monday.com Asana Smartsheet Jira ClickUp
Create invoices from project time, expense & milestones Yes: Invoices built from approved time, expenses or milestones Partial: Invoicing sits in monday CRM, a separate product No: No native invoicing Partial: Invoicing via Resource Management, a separate product No: No native billing; requires Marketplace apps Partial: Syncs QuickBooks invoices in; does not generate them
Native two-way sync with QuickBooks Online Yes: Native two-way sync, no middleware Partial: Native integration; limited billing data flow No: No native integration; requires Zapier or Make Partial: Runs through Resource Management, not core Smartsheet No: No native connector; Marketplace apps only Partial: Native sync in beta on Business Plus and above
Milestone and time & materials billing in one workflow Yes: Both billing models supported together No: No native billing models No: No native billing models Partial: Bill rates in Resource Management; milestones manual No: Requires Marketplace apps such as Tempo Partial: Time-based only
Map users, time codes & cost categories to QuickBooks Yes: Field mapping for users, time codes & cost categories Partial: Column mapping in the integration No: No native mapping Partial: Mapping handled in Resource Management Partial: Mapping depends on the Marketplace app Partial: Limited field mapping in beta
Works without Zapier, middleware or a custom API Yes: One-click export; nothing in between Partial: Native app; billing flows need automations No: Requires Zapier or Make Partial: Requires a separate paid product No: Requires a paid Marketplace app Partial: Native, but beta and tier-gated