Bill awarded projects — simple PDF invoices or AIA G702/G703 — and record payments. The schedule of values seeds from the ECS → QBO conversion done in pre-construction.
Pick a job to see its invoices and bill it · choose 'All active projects' for the portfolio view.
Overview1 · Simple PDF invoice2 · AIA G702/G7033 · Payments
Income accounts
These map to your QuickBooks Online income accounts (parent: Sales). Mostly fixed — edit here if your chart of accounts changes. Account # can be left blank (e.g. "Other").