Working paper · WIP / 01

From QuickBooks export to surety-ready schedule.

Upload the job-cost CSV, map its columns, then add contract value and estimated cost to finish for each job. Plumbline applies cost-to-cost completion, shows earned revenue, keeps costs in excess separate from billings in excess, and flags projected margin risk in the downloadable summary.

  1. 01Import
  2. 02Map columns
  3. 03Complete jobs
  4. 04Review & export

Step 01 · source file

Bring the job-cost export
Upload a QuickBooks CSV. It stays in memory for this run and is discarded when you leave.