QuickBooks Projects Sync: Stop Manually Matching Expenses to Jobs

Why Project Sync Matters

As your business grows, so does the number of expenses flowing through QuickBooks.

Material purchases, subcontractor invoices, equipment rentals, permit fees—it all adds up quickly. The challenge isn't getting those expenses into QuickBooks. It's making sure they end up attached to the correct project.

Without Project Sync, your workflow usually looks something like this:

• Create a project in Eano
• Record expenses in QuickBooks
• Import expenses into Eano
• Manually assign each expense to the correct project

It works—but it's another administrative task that grows with every project you take on.

With QuickBooks Projects Sync, that extra step largely disappears.

A Better Way to Keep Projects Organized

When Project Sync is enabled, every new Eano project can automatically create a matching QuickBooks Project.

Now both systems are speaking the same language.

Instead of wondering where an expense belongs, QuickBooks already knows.

That means:

• Every project has a dedicated financial home.
• Expenses stay tied to the correct job automatically.
• Job costing becomes more accurate.
• Reporting is cleaner.
• Your office spends less time matching transactions.

The result is a much smoother accounting workflow from the moment a project is created.

How It Works

Getting started only takes a few minutes.

Step 1: Enable Project Sync

Turn on QuickBooks Project Sync inside your Eano integration settings.

This connects Eano projects with QuickBooks Projects.

Step 2: (Optional) Enable Automatic Project Creation

Want to make things even easier?

Enable Auto Create Projects.

Now, whenever a new project is created in Eano, a matching QuickBooks Project is created automatically—no additional setup required.

Step 3: Create Your Opportunity

As opportunities move into active projects, Eano automatically creates the matching project structure in QuickBooks.

From day one, both systems stay aligned.

Step 4: Track Expenses Automatically

When an expense is entered in Eano and synced to QuickBooks, it's recorded as a Purchase and automatically associated with the correct QuickBooks Project.

Likewise, expenses recorded in QuickBooks flow back into the matching Eano project, giving your team complete visibility into project costs without manually organizing every transaction.

Before vs. After Project Sync

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Without Project SyncWith Project SyncCreate projects separately in both systemsProjects stay synchronized automatically. Manually assign imported expenses to jobsExpenses are already connected to the correct projectHigher chance of bookkeeping mistakesConsistent job costing across both platformsMore administrative work every monthLess manual cleanup and reconciliationProject reporting requires extra effortFinancial reporting stays organized automatically

Better Job Cost Visibility

Accurate job costing depends on having every expense tied to the right project.

Project Sync makes that much easier.

Instead of reviewing a long list of uncategorized expenses every week, your purchases are already organized around the jobs they belong to. Whether you're reviewing project profitability, monitoring budgets, or preparing invoices, your financial data is already structured correctly.

That means fewer surprises at the end of the month and better visibility throughout the life of the project.

Who Should Enable This Feature?

Project Sync is especially valuable for contractors who:

• Manage multiple active projects simultaneously
• Track material and subcontractor costs in QuickBooks
• Review job profitability regularly
• Want cleaner financial reporting
• Are tired of manually assigning expenses after import

If you're already using QuickBooks Online Plus or Advanced, there's very little downside to enabling the feature.

Requirements

Project Sync requires:

• ✅ QuickBooks Online Plus or Advanced
• ✅ Eano QuickBooks Integration enabled

QuickBooks Simple Start and Essentials do not support QuickBooks Projects.

Spend Less Time Organizing Expenses

Every project generates dozens—or even hundreds—of financial transactions. The longer you wait to organize them, the more administrative work piles up.

With QuickBooks Projects Sync, every new Eano project automatically has a matching financial workspace in QuickBooks, helping expenses stay organized from the very beginning.

Instead of spending time reconciling project costs later, you can focus on running projects with confidence, knowing your financial data is already where it belongs.

Ready to Enable Project Sync?

If you're using QuickBooks Online Plus or Advanced, turn on QuickBooks Projects Sync in your Eano integration settings and start keeping your project finances organized automatically. Your future self—and your bookkeeper—will thank you. Book a demo today to walk thru it with a specialist.

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