QuickBooks Online document automation for construction and contracting firms

No. It does not calculate or split retention. The bill posts to accounts and retention is handled in QuickBooks.

Vendor statements are reconciled line by line, to the cent, against the invoices and credits already processed. Statements never post anything.

For construction and contracting firms, subcontractor and material invoices arrive against many active jobs and AP must code each to the right job, phase, and cost code by hand. DynamoDocs captures each of those documents from a monitored mailbox or upload, reads every field with AI (no per-vendor template), suggests a GL account for each line, and posts it into QuickBooks Online through the QuickBooks Online API. Connects through the QuickBooks Online API with OAuth 2.0, with no file exports to manage. Clean documents post automatically; only exceptions reach a person, so AP stays audit-ready and job costs are never off because a bill was mis-coded.

It becomes a vendor bill in QuickBooks Online, with header and line-item fields validated before anything posts. Creates Bills, Vendor Credits, Estimates, and, because QuickBooks Online has no sales order, sales Invoices for customer POs. A visual field-mapping engine shapes the record into exactly what QuickBooks Online expects, so nothing is retyped and nothing posts half-filled.

DynamoDocs suggests a GL account for each line from your keyword rules and from how the same part or description was coded before, and a person confirms it. It does not assign job, phase, and cost code. The QuickBooks Online connector posts a fixed set of fields (party, dates, currency, and each line's account or item, quantity, and amount), so those codes are added in QuickBooks Online after the record lands. Anything that fails a validation rule is flagged field-by-field for a quick fix before it posts.

Purchase orders become a sales invoice and RFQs become an estimate in QuickBooks Online, with every line, subcontractor invoices included, read and validated first. Maps vendors, customers, accounts, and products and services to the ones already in your QuickBooks company.

Keying one document into QuickBooks Online typically takes 5–10 minutes and costs $2–$6 in labor, before the cost of fixing a mis-keyed line. DynamoDocs does it in seconds and only flags exceptions, so the labor left is the review time on those, while AP stays audit-ready and job costs are never off because a bill was mis-coded.