Bill awarded projects — simple PDF invoices or AIA G702/G703 — and record payments. The schedule of values seeds from the ECS → QBO conversion done in pre-construction.
Pick a job to see its invoices and bill it · choose 'All active projects' for the portfolio view.
One legal entity per division. This is what prints as From Contractor on an AIA G702, on invoices, and on the remit-to line — so it must match the contract. Address block is legal name, then street, then city, state ZIP.
Logos stay in code — these fields are the wording only.
Income accounts
These map to your QuickBooks Online income accounts (parent: Sales). Mostly fixed — edit here if your chart of accounts changes. Account # can be left blank (e.g. "Other").