WIPsheet
QuickBooksQuickbooks Online Integration

Real-time WIP. Every job. Zero spreadsheets.

Stop rebuilding your WIP in Excel every month. WIPsheet syncs live to QuickBooks Online and builds the bonding-ready schedule your surety and bank actually trust — earned revenue, retainage, over/under billing. Built for specialty contractors.

  • Free during the beta
  • Founding-customer pricing for life
  • Set up in 15 minutes
app.getwipsheet.com/wip-schedule
Q2 2026Syncing…
WIP Schedule
Earned revenue vs. billings per job, percent complete by cost-to-cost.
Save snapshot
TOTAL CONTRACT
$2.29M
6 active jobs
EARNED REVENUE
$1.89M
cost-to-cost method
BILLING ISSUES
3
jobs over/underbilled
JOB
% DONE
EARNED REV.
STATUS
Elm Street HVAC
Contract $250,000.00
64%
$160,000
Underbilled
City Hall Electrical
Contract $520,000.00
95%
$494,000
On Track
Oak Park Plumbing
Contract $180,000.00
43%
$77,400
Underbilled
Metro Foundation
Contract $865,000.00
100%
$865,000
Completed
Riverside HVAC
Contract $115,000.00
35%
$40,250
Underbilled
Parkside Concrete
Contract $360,000.00
70%
$252,000
On Track
2 On Track · 3 Underbilled · 0 Overbilled · 1 CompletedLive · Q2 2026

Quickbooks Online Sync

Your books and your WIP, finally speaking the same language

  • Syncs your jobs, costs, and revenue from QuickBooks automatically
  • No double entry, no copy-paste, no reconciliation errors
  • Always-current numbers your accountant can trust
  • Works with your existing QuickBooks chart of accounts
app.getwipsheet.com/dashboard
Q2 2026
Dashboard
TOTAL CONTRACT
$2.29M
6 active jobs
EARNED REVENUE
$1.89M
cost-to-cost method
BILLED TO DATE
$1.85M
across all jobs
BILLING ISSUES
3
jobs over/underbilled
BILLED VS EARNED Billed Earned
Elm Street HVAC
Metro Foundation
City Hall Electrical
JOBS TO WATCH
Elm Street HVAC
Hartwell Props
−$12,000UNDERBILLED
Oak Park Plumbing
Oak Park HOA
−$17,400UNDERBILLED
Riverside HVAC
Riverside Medical
−$10,250UNDERBILLED

Automated WIP Reports

Generate a complete WIP schedule in one click.

  • Percent-complete, earned revenue, and over/under billing — calculated automatically
  • Formatted exactly the way your surety, CPA, and bank expect
  • Catches billing variances before they become cash flow problems
  • Run it monthly, quarterly, or on demand
app.getwipsheet.com/wip-schedule
Q2 2026
WIP Schedule
Earned revenue vs. billings per job, percent complete by cost-to-cost.
Save snapshot
TOTAL CONTRACT
$2.29M
6 active jobs
EARNED REVENUE
$1.89M
cost-to-cost method
BILLING ISSUES
3
jobs over/underbilled
JOB
% DONE
EARNED REV.
STATUS
Elm Street HVAC
Contract $250,000.00
64%
$160,000
Underbilled
City Hall Electrical
Contract $520,000.00
95%
$494,000
On Track
Oak Park Plumbing
Contract $180,000.00
43%
$77,400
Underbilled
Metro Foundation
Contract $865,000.00
100%
$865,000
Completed
Riverside HVAC
Contract $115,000.00
35%
$40,250
Underbilled
Parkside Concrete
Contract $360,000.00
70%
$252,000
On Track
2 On Track · 3 Underbilled · 0 Overbilled · 1 CompletedLive · Q2 2026

Retainage Tracking

Track every dollar held, on every contract.

  • Retainage held tracked per job — right next to your WIP
  • Smart suggestions from your billed-to-date and your contract's retainage %
  • You confirm every number — nothing is ever written without you
  • Flows straight into your WIP snapshots and exports
app.getwipsheet.com/jobs
Jobs
6 ACTIVE · Q2 2026
JOB
CONTRACT VALUE
EST. TOTAL COST
RETAINAGE HELD
Elm Street HVAC
Contract $250,000.00 · Est. $205,000.00
250,000.00
205,000.00
12,500.00
10
%
City Hall Electrical
Contract $520,000.00 · Est. $416,000.00
520,000.00
416,000.00
0.00
10
%
Oak Park Plumbing
Contract $180,000.00 · Est. $148,000.00
180,000.00
148,000.00
9,000.00
10
%

Surety & Bank Exports

Bonding-ready reports, formatted for your surety company.

  • Export your WIP schedule in the exact format lenders require
  • Give surety companies and banks the confidence to back you
  • PDF and Excel, matching column for column
  • One-click export, no reformatting needed
app.getwipsheet.com/wip-schedule
Q2 2026
WIP Schedule
Earned revenue vs. billings per job, percent complete by cost-to-cost.
Save snapshot
TOTAL CONTRACT
$2.29M
6 active jobs
EARNED REVENUE
$1.89M
cost-to-cost method
BILLING ISSUES
3
jobs over/underbilled
READY TO DOWNLOAD
PDF
WIP_Schedule_Q2-2026.pdf
PDF · Surety format
Download
XLS
WIP_Schedule_Q2-2026.xlsx
Excel · 14 columns
Downloaded ✓
2 On Track · 3 Underbilled · 0 Overbilled · 1 CompletedLive · Q2 2026

Who it's for

Too big for Excel. Too lean for a full platform.

You’ve outgrown the monthly spreadsheet — but you don’t need a heavy construction platform just to get a WIP schedule. WIPsheet does the one hard thing well: the bonding-ready WIP your surety and bank trust, synced from the QuickBooks you already run — whether you run electrical, mechanical, plumbing, HVAC, or concrete.

BUILT FOR SPECIALTY TRADES
ELECTRICALHVACPLUMBINGCONCRETEREMODELINGMECHANICALFRAMINGEXCAVATION

Increase cash flow visibility

Always know what's billed, what's earned, and what's at risk — on every job.

Reduce month-end close time

Automated WIP schedules replace hours of spreadsheet reconciliation.

Eliminate manual spreadsheets

One source of truth, synced live to QuickBooks. No more copy-paste errors.

Win more work with better reporting

Present bonding-ready WIP reports that give surety companies, banks, and owners the confidence to back you.

The Beta

Free while we build it with you.

WIPsheet is in beta. Join now, connect your QuickBooks, and help shape the product — free during the beta, with founding-customer pricing locked for life when we launch.

Limited spots · Read-only QuickBooks access · Disconnect anytime

Built by an Accountant

Not another tech company guessing at construction accounting.

WIPsheet is built by an accountant who has prepared WIP schedules the hard way — in spreadsheets, against surety deadlines. Every calculation follows the percentage-of-completion method your CPA already uses, and every export speaks the language your surety expects.

— Yasmany, founder of WIPsheet (BooksCore Group LLC)

Get Started Today

Ready to take control of your construction accounting?

Stop rebuilding your WIP in Excel every month. Get the bonding-ready schedule your surety and bank trust — synced live from QuickBooks.

  • Free during the beta
  • No credit card
  • Set up in 15 minutes
  • Disconnect anytime