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Integrations

QuickBooks online integration

Screen reference​

The QuickBooks Online integration connects EVX Software financial workflows with accounting.

What you can do​

  • Use QBO integration to support synchronization of invoices, customers, products, classes, or accounting-related references depending on configuration.
  • Confirm prerequisites before enabling integration.
  • Review mapping of labor categories, product types, classes, and accounts.
  • Test configuration carefully before operational use.

Environmental consulting example​

EVX Software may send invoice and customer/project billing information to QBO while operational project structure remains in EVX Software.

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