For contractors $2M–$20M on QuickBooks Online
The WIP schedule your bonding company actually wants, straight from QuickBooks Online
Read-only connection to your QuickBooks Online file. Cost-to-cost percentage-of-completion methodology, disclosed on every WIP schedule.
Launching late summer 2026. Founding Member offer: Limited to 50 companies.
| Job | Contract | Costs | % Comp | Billed | Retainage | Over/(Under) |
|---|---|---|---|---|---|---|
| Smith Kitchen Remodel | $62,452 | $13,100 | 27.3% | $31,226 | — | $14,196 |
| Downtown Office BuildoutIncl. approved change order · $15,000 | $185,000 | $52,000 | 35.1% | $74,000 | $7,400 | $9,000 |
| Riverside Condo Unit 401Costs exceed estimate by 11% | $100,000 | $91,000 | 100% | $80,000 | $4,000 | ($20,000) |
| County Library ExpansionAnticipated loss: $50,000, recognized in full | $900,000 | $475,000 | 50.0% | $360,000 | $18,000 | ($90,000) |
| Total | $1,247,452 | $631,100 | $545,226 | $29,400 | ($86,804) |
The report QuickBooks Desktop had. Online doesn't.
QuickBooks Online tracks your job costs. It doesn't generate WIP schedules. If your bonding company asks for a work-in-process schedule, or your CPA needs to produce one, you're building it somewhere else.
You moved from Desktop and lost the reports
Job Status & WIP Summary, Cost to Complete, Committed Costs by Job. QuickBooks Online gives you job-cost transactions. It doesn't give you the percentage-of-completion summary a surety underwriter expects. You're back in Excel, or you're asking your CPA to build it.
Your CPA is building WIP in Excel across every contractor client
You pay for those hours, and you wait on a manual rebuild every time the surety asks for a current schedule. The QuickBooks Online file has the job costs. The bonding company needs a WIP schedule. The translation layer is manual.
The output has to meet a standard
Bonding underwriters and auditors expect cost-to-cost percentage-of-completion methodology, disclosed. They expect anticipated losses recognized in full when identified. They expect the format to be recalculable. That's not negotiable, and it's not what QuickBooks Online produces natively.
For accountants and bookkeepers
Run WIP schedules for every construction client you serve
The reports your clients need: Job WIP Summary, Committed Costs by Project, AP Aging by Project. Read-only connection.
For contractors
The WIP schedule bonding companies expect
Job WIP Summary with over/under billing by job and committed-cost tracking. Red flags surfaced automatically: cost overruns, no baseline, anticipated losses. Signature-ready PDF export for your bonding agent.
Three steps from QuickBooks Online to surety-ready WIP
Connect QuickBooks Online
Sign in with Intuit to connect your QuickBooks Online company. WIPforge only reads your data. It never writes to your books.
Your jobs are already there
Nothing to map, nothing to configure. WIPforge reads the jobs you already track in QuickBooks Online and builds your WIP schedule from them. It handles Projects as well as sub-customers.
Run reports
Select from your report library, choose a date range, and generate: Job WIP Summary, Committed Costs by Project, AP Aging by Project, and more.
WIPforge pulls actuals and estimates from QuickBooks Online automatically. Need to set a job's percent complete yourself? You can. Each override takes a written reason and is recorded in the audit log.
$149/mo
billed annually
Everything you need to run surety-ready WIP across your QBO companies.
- Professional-tier WIP reporting: Job WIP Summary, Committed Costs by Project, and AP Aging by Project
- Cost-to-cost percentage-of-completion methodology disclosed on every WIP schedule
- PDF export of WIP schedules
- Report overrides and prior-period comparison
- Support for up to 3 QuickBooks Online companiesRunning WIP for more than three client companies? CPA firm plans: talk to us.
- Read-only connection to your books
- White-glove onboarding and setup
Your price locked for as long as your subscription stays active
Founding Member Guarantee: 60-day full refund, no questions asked.
Limited to 50 companies
One Founding Member slot covers up to 3 QuickBooks Online companies on a single subscription.
Why 50? 50 companies is what we can onboard personally and learn from properly during launch.
Keep me postedYou'll be notified when Founding Member signup opens. Launching late summer 2026.
For architecture, engineering, and consulting firms on QBO
Project-based reporting on the QuickBooks Online file you already have: Unbilled Costs by Job, Burdened Labor Cost Allocation, Committed Costs by Project. Read-only connection.
The WIP schedule itself is construction accounting: cost-to-cost percentage-of-completion per ASC 606. The project reporting works for project-based firms on QuickBooks Online.
Methodology Disclosed
ASC 606 cost-to-cost, disclosed on every WIP schedule
Methodology: cost-to-cost percentage-of-completion per ASC 606; anticipated losses recognized in full when identified.
Reports are informational and not accounting advice.
Read-only connection: no changes to your books
Read-only connection to QuickBooks Online: WIPforge never writes to your books.
Your QuickBooks data stays intact. WIPforge reads job costs, billings, and estimates; it writes nothing back.
Audit trail on every report run
Append-only audit log tracks every report generation, every export, every connection event. Voided & Deleted Transactions and Batch Operations Log reports surface changes in your QuickBooks file.
SOC 2-aligned controls: OAuth tokens encrypted at rest, workspace data isolation (row-level security), append-only audit logging. Tax IDs masked; full tax IDs never stored or exported.
Built to the format sureties expect
WIP schedules built to the conventions underwriters recognize: CFMA and SFAA formatting, SBA Form 994F alignment where applicable. Over/underbilling amounts calculated, anticipated losses flagged.
Member of the Intuit Developer Program. OAuth connection, encrypted at rest, revocable at any time.
Get surety-ready WIP schedules from QuickBooks Online
WIPforge connects read-only to the QuickBooks Online file you already have.
Launching late summer 2026. Founding Member offer: Limited to 50 companies.