Your bills sit in QuickBooks, your jobs sit in another system, and someone re-keys between them all month, so you only learn a job lost money after it's closed. Relay matches vendor bills to the job by Job ID, so job costs stay live, not a post-mortem.
Connect each office's QuickBooks Online and Relay keeps the money side of every restoration job aligned with the work.
Two flows that end the re-keying between your job system and the books, and what they connect to.
Vendor bills from each office's QuickBooks Online pull into Relay and match to the right job by Job ID. Anything that can't be matched is flagged for review instead of guessed. Then you approve, partially approve, or hold, with the decision recorded on the invoice.
Customer payments cached from QuickBooks show up against the job they paid for, split into revenue vs. non-revenue so inter-office lines don't inflate a job's collected total. You see what a job actually costs and collects while it's still open.
The things that make the QuickBooks integration fit how restoration companies actually run their books.
Relay runs the approval workflow around QuickBooks. It doesn't overwrite your ledger. Decisions are recorded in Relay against the job.
Bills find the right job automatically from the Job ID. Unmatched bills are surfaced for review, never auto-assigned.
Each office connects its own QuickBooks Online account. Sync on demand any time; scheduled auto-sync can be enabled.
COI expiration for GL and WC surfaces as badges right where you approve, so nothing lapses on your watch.
Bills, approvals, payments, and job cost live in one place, so no one is re-keying between your job system and the books at month-end.
The integration feeds the AP workflow, vendor billing, and job-level financials: one money story, not four.
QuickBooks Online, connected per office. QuickBooks stays your book of record; Relay runs the AP approval workflow around it.
Relay matches vendor bills to jobs by the Job ID. Bills that can't be matched are flagged for review rather than auto-assigned.
No. Approval decisions and approved amounts are recorded in Relay against the job; Relay does not overwrite your QuickBooks ledger.
Yes. Manual AP invoice entry and file upload work alongside the sync.
Customer payments cached from QuickBooks appear against the job, split into revenue and non-revenue. Sync on demand any time; scheduled auto-sync can be enabled.
About an hour with a restoration specialist. We'll connect the QuickBooks flow to the way your offices handle bills, approvals, and payments today.
