Finance & ERP integration
Signed change orders, invoiced in QuickBooks without re-typing.
Turns signed change orders into QuickBooks Online estimates or invoice lines, and reads invoice status so realization reporting reflects cash, not intent.
- Vendor
- Intuit
- Plan
- Agency and Scale plans
- Authentication
- Intuit OAuth 2.0, QuickBooks Online Accounting API
- Setup time
- About 5 minutes
- Sync
- Immediate on signature; status updates via QuickBooks webhooks
Overview
How TWINJAM works with QuickBooks Online
A signed change order only protects margin once it is invoiced. In many agencies that step depends on someone remembering to copy line items from a PDF into QuickBooks at month-end. TWINJAM closes that loop: when a change order is signed, it creates a matching estimate or adds invoice lines to the customer in QuickBooks Online, with the SOW clause and change order number in the memo.
TWINJAM also reads invoice and payment status for change order lines, so realization reporting shows billed and collected amounts rather than approved amounts. Finance leads see which change orders are signed but not invoiced, invoiced but unpaid, and paid.
Every write is explicit. TWINJAM creates documents only for signed change orders, uses the customer and items you mapped, and never edits existing invoices, payments or journal entries.
In practice
CO-492 on the next invoice
The client signs CO-492 for $2,400. TWINJAM adds an invoice line to Halvorsen Freight in QuickBooks with the clause and change order number in the memo, and marks it paid when the payment lands.
The payload on the right is the event TWINJAM emits to your triage feed and to outbound webhooks, so you can route it into your own reporting.
{
"type": "change_order.invoiced",
"id": "coi_Q4b8Mt1H",
"change_order": "CO-492",
"workspace": "HFX-APP",
"destination": {
"tool": "quickbooks",
"document": "Invoice",
"number": "INV-2291",
"customer": "Halvorsen Freight AS"
},
"lines": [
{
"item": "Change order: engineering",
"qty": 16,
"rate_usd": 150,
"amount_usd": 2400
}
],
"memo": "CO-492, SOW clause 3.2: CSV export with custom columns",
"status": "sent"
}Permissions
Scopes requested, and why.
| Scope | Why TWINJAM needs it |
|---|---|
| com.intuit.quickbooks.accounting | Create estimates or invoice lines for signed change orders, and read their status. |
Events
What triggers a check.
TWINJAM: change_order.signed
Creates an estimate or invoice in QuickBooks with mapped customer and items.
QuickBooks webhook: Invoice, Payment
Updates billed and collected status on the change order.
Setup
Connect QuickBooks Online in about 5 minutes.
An admin connects once. PMs never need to re-authenticate, and you can revoke access from TWINJAM or the vendor's admin console at any time.
- 1Choose Connect QuickBooks Online and sign in as a company admin.
- 2Map each client contract to a QuickBooks customer.
- 3Choose the product or service item used for change order lines, and estimate or invoice as the default document.
- 4Send a test change order to confirm the memo format your finance team prefers.
FAQ
QuickBooks Online integration questions
Customers and products or services, for mapping. Status of invoices and estimates that TWINJAM created. Payments applied to those invoices. It never reads: bank feeds, reconciliations or payroll; invoices TWINJAM did not create, beyond customer mapping; chart of accounts balances and financial statements.
Creates estimates or invoices for signed change orders only. Every action that could reach a client requires a PM to approve it first.
Agency and Scale plans: Agency ($899/mo billed annually), Scale (from $1,800/mo billed annually). Every plan starts with a 14-day free production trial.
Immediate on signature; status updates via QuickBooks webhooks. Setup takes about 5 minutes.
Related integrations
All integrationsNetSuiteFinance & ERP
Syncs signed change orders into NetSuite projects and billing, and reads project actuals so margin telemetry matches the system of record.
HarvestTime tracking
Pulls Harvest time entries by project and task, splits hours into contracted and uncontracted work, and syncs approved change orders back as billable budget.
DocuSignE-signature
Sends PM-approved change orders as DocuSign envelopes with your signature blocks, then tracks viewed, signed and declined status back in TWINJAM.
Put QuickBooks Online on the same page as your SOW.
Connect it during a 14-day free production trial and see the first flags from your live projects within days.