QuickBooks Integration

6 months
National construction & engineering firm (500+ employees)
Multi-state (Southeast & Midwest U.S.)

Challenge

Duplicate and inefficient workflows

Solution

Invision™ integrates with QuickBooks Online and Desktop to automate billing— pulling compensation data, reconciling payments, and eliminating manual entry.

Case Study

With a 360-degree integration between Invision™ and QuickBooks (Plus and Advanced), vendors can manage billing, compensation, and reconciliation in one streamlined system. This connection eliminates duplicate workflows and enables a straight through billing process—automating everything from invoice creation to payment mapping. Vendors gain full visibility into compensation data, historical exports, and bank account alignment without ever switching systems.

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