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Oceania, US West Coast & Asia Pacific
Australia 路 New Zealand 路 US West Coast 路 Western Canada 路 Singapore 路 India 路 Japan
Europe, US East Coast, Middle East & Africa
UK 路 Ireland 路 UAE 路 US East Coast 路 Eastern Canada 路 South Africa 路 Central & South America
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Still have questions?
Yes. For firms using QuickBooks Online as their primary accounting platform, the integration provides the same job-to-accounting flow that Xero users enjoy invoices, account code mapping, and payment tracking. WorkflowMAX handles job management, time tracking, and billing; QuickBooks handles the books.
Purchase orders are commitments, not financial transactions. When you receipt a PO in WorkflowMAX, the resulting cost entry flows to QuickBooks as an accounts payable item. This keeps your accounting ledger clean.
Yes. Configure your preferred numbering prefix and sequence in both platforms, then choose which system controls the invoice numbers. This ensures your numbering convention stays consistent with your existing practices.
WorkflowMAX offers more flexibility in invoice presentation detailed timesheet breakdowns, branded templates, and phase-level line items. Most firms send from WorkflowMAX and let the accounting data flow to QuickBooks. You can also send from QuickBooks if that suits your workflow.
Yes. Import your full QuickBooks contact database into WorkflowMAX to get set up quickly without manually creating each client record. Contacts stay in sync bi-directionally after the initial import, so updates in either platform are reflected in the other.
Yes. Map account codes at the general level, by job category, or down to individual tasks and costs. WorkflowMAX applies the correct codes when you approve an invoice, so line items land in the right revenue accounts without manual intervention.
WorkflowMAX connects with QuickBooks Online to sync invoices, payments, and account codes. Approved invoices flow to QuickBooks automatically, and you can map revenue and cost accounts at the general, job category, or individual task and cost level. This gives US and international firms a seamless path from job management to accounting.
No credit-card required