For Bookkeepers & CPAs
Your contractor clients,
finally organized.
Stop chasing receipts. Stop reconciling shoeboxes every April. Refer your contractor clients to Lead2Project and get clean, job-level records every month.
Sound familiar?
Chasing receipts every month
Clients with no idea what they spent on each job
Shoebox of documents at tax time
No way to see job-level profitability
Manual data entry into QuickBooks
These aren't your clients' fault. They don't have a system. Lead2Project is that system.
What changes
Clean records. Every month.
Receipts per job
Contractors attach receipts directly to each job as they go. No more hunting.
QuickBooks export
Pull a clean, formatted export whenever you need it. Monthly, not annually.
Job-level records
Every job has quotes, payment status, expenses and documents in one place.
Clean data, always
Invoices, payment dates, amounts — all tracked and exportable.
What you actually get
Every line item. Already mapped.
Every quote line item is automatically classified and mapped to your QuickBooks Chart of Accounts. Import in 60 seconds — not 60 minutes.
| Invoice No. | Customer | Item Description | Item Type | QBO Account | Qty | Unit Price | Line Amount | Payment Status |
|---|---|---|---|---|---|---|---|---|
| INV-001 | John Smith | Diagnostic & Trip Fee | labor | Services | 1 | $109.00 | $109.00 | Paid |
| INV-001 | John Smith | Dual Run Capacitor | materials | Job Supplies | 1 | $185.00 | $185.00 | Paid |
| INV-001 | John Smith | Standard Labor (Per Hour) | labor | Services | 2 | $150.00 | $300.00 | Paid |
| INV-002 | Sarah Torres | Equipment: Condensing Unit | materials | Job Supplies | 1 | $4,500.00 | $4,500.00 | Partial |
| INV-002 | Sarah Torres | Labor: System Installation | labor | Services | 1 | $1,800.00 | $1,800.00 | Partial |
| INV-002 | Sarah Torres | Permits & HERS Testing Fees | permit | REVIEW_REQUIRED | 1 | $450.00 | $450.00 | Partial |
Items flagged REVIEW_REQUIRED are highlighted for your attention. Everything else imports directly.
The partnership
Simple referral. Real results.
01
You refer a client
Share your partner code with a contractor client who needs to get organized.
02
They get 3 months free
Your client signs up and gets full access. No credit card. No friction.
03
They track every job
Leads, quotes, schedules, payments and receipts — all in one place.
04
You get clean records
Pull their QuickBooks export anytime. Stop chasing. Start advising.
The offer
Costs you nothing.
Your clients get 3 months free.
Refer a contractor client using your partner code. They sign up free for 3 months. You get cleaner records immediately. No contracts, no commitments.
Ready to stop chasing receipts?
Create your free partner account in 60 seconds. Get your referral code instantly.
Already a partner? Sign in here