Autodesk

OneCore Autodesk Forma - Quickbooks Online Integration

Real-time, two-way sync between Autodesk Forma and QuickBooks Online. No double entry. Accurate books.

Your Autodesk Forma financials and Quickbooks Online, working as one

New projects sync automatically
Projects created in Forma are mapped to sub-customers and projects in QuickBooks Online, with companies syncing as customers and vendors
Head contract progress claims
Push to QuickBooks Online as sales invoices, with payments received syncing back to Forma
Commitment claims sync both ways
Subcontracts and purchase orders create purchase orders in QuickBooks Online, with contract invoices creating vendor bills linked to those POs – including retention and change orders
Contract invoice payments sync back from QuickBooks Online
Confirming payment status in Forma without manual reconciliation
Direct costs sync in real time
Expenses entered in Forma create bills in QuickBooks Online across multiple project line items, with QuickBooks bills and expenses also syncing back
Budget codes map to your QuickBooks chart of accounts
Including products and services, configured at setup with flexibility to adjust
Company and contact records stay current
New and updated customers and vendors sync bi-directionally between Forma and QuickBooks Online
A self-managed dashboard gives your team visibility
See what's synced, what's pending, and what needs attention
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What syncs, and how

See exactly what data flows between Autodesk Forma and Quickbooks Online, and in which direction. Available in Australian, US, and UK terminology.

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ACC QBO Integration Map
Case Study

Box & Co

See how Box & Co cut finance query resolution from three days to five minutes, migrating to a new construction platform with zero disruption to live projects.

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Included: real-time labour cost tracking

Interfy’s timesheet module is included with your OneCore subscription. Now you can log employee hours directly in Forma, knowing exactly how much labour is costing each project before you run payroll.

  • Burden rates applied automatically:
    Set a cost-per-hour per employee during onboarding, and the module will calculate true labour cost (including on-costs) against each project as hours are logged
  • Live project labour costs visible before payroll:
    Project managers see actual labour spend against budget in real time
  • Timesheet data syncs to QBO:
    Hours and cost data push through, eliminating double entry for payroll processing
  • Manager approval workflows built in:
    Review and approve hours before they impact project budgets, with billable/non-billable tracking and customisable ordinary/overtime rates
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You’re in good hands from day one

We've onboarded over 800 construction businesses across the globe. Our process is structured to minimise disruption and set you up for long-term success, years beyond go-live.

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Integration
Requirements

The following Autodesk Forma (previously Autodesk Construction Cloud) product lines are required to use the Quickbooks Online integration:

  • Cost
  • Timesheets or Timecard (required for Timesheet Module add-on only)

Subscriptions and licensing:

  • A valid Autodesk Forma account with Admin access
  • A valid Quickbooks Online account with Standard access

For pricing and new integration enquiries: hello@interfyconnect.com

FAQs

Why choose the OneCore integration?

OneCore is the most widely used integration that has been improved and iterated since 2017, and has a client base of over 800 customers.

How long does it take data to sync between Forma & Quickbooks Online?

Once a cost is approved in Procore, it’s pushed out to QBO straight away. However, you have the option of having the invoice as approved or in draft mode for review.

What if I need to update a cost that’s already been approved e.g. a progress claim? Do I make the changes in Autodesk Forma or QBO?

Simply update the cost in Forma and the changes will be reflected in QBO.

Do I still need to manually send information from QBO back to Autodesk Forma?

No, the integration is two way. Updates in QBO will feed back into your Forma budget.

How are taxes calculated?

Taxes are not included in Forma Cost. QBO will calculate the taxes for your invoices based off the account code that’s been mapped.

What if we use retention or retainage?

Our integration supports retention. We have multiple methods of handling retention between Forma and QBO.

Please contact us for a demo to see how it works.

How easy is the integration to use?

We just need to map your cost codes and vendors, switch it on and then you’re good to go!

Where is my data stored?

Our integration platform sits in data centres stored in Australia (Amazon Web Services), and we only store skeleton records to provide you with audit history once the data has been sent between Forma or QBO.

What if I need support?

We are an Australian-based company. Support is provided via phone during Australian and US business hours as well as e-mail support.

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Book a demo and see how Interfy can transform your workflow.