What is Monograph?

By Veronica | March 18, 2025

Architecture and engineering (A&E) firms face complex project management and financial challenges. From tracking billable hours and managing budgets to ensuring invoices are paid on time, firms need specialized tools to stay profitable and efficient.

Monograph is a project management platform designed specifically for architects and engineers, offering a streamlined way to plan, track, and manage projects. When integrated with QuickBooks, it creates a powerful financial ecosystem that enhances efficiency, improves cash flow, and ensures better financial visibility.

In this article, we’ll explore what Monograph is, how it works, and why integrating it with QuickBooks is a game-changer for A&E firms.

What is Monograph?

Monograph is a cloud-based project management tool built for architecture and engineering firms. Unlike generic project management software, Monograph focuses on the unique workflows of A&E professionals, helping them manage projects, budgets, schedules, and team collaboration in one place.

Key Features of Monograph

Project Planning & Tracking – Monitor project phases, deadlines, and deliverables in a user-friendly dashboard.
Time Tracking – Track billable and non-billable hours seamlessly across projects.
Budget & Financial Tracking – Monitor project costs, profitability, and resource allocation in real-time.
Invoicing & Payments – Generate invoices based on time entries and project progress.
Collaboration Tools – Keep architects, engineers, and consultants aligned on timelines and deliverables.

Unlike traditional tools that require spreadsheets and endless emails, Monograph centralizes all project data, making it easier to manage finances and team workflows efficiently.

Why A&E Firms Need QuickBooks for Financial Management

While Monograph handles project and resource management, A&E firms also need a robust accounting system to handle expenses, payroll, taxes, and financial reporting.

This is where QuickBooks Online comes in. It provides:

Expense Tracking – Categorize and monitor expenses in real time.
Invoicing & Payments – Send professional invoices and receive payments faster.
Financial Reporting – Gain insights into cash flow, revenue, and profitability.
Tax Preparation – Ensure accurate bookkeeping and compliance with financial regulations.

How Integrating Monograph with QuickBooks Benefits A&E Firms

By connecting Monograph with QuickBooks, A&E firms eliminate manual data entry, improve accuracy, and enhance financial decision-making. Here’s how the integration helps:

Automates Invoicing & Payments
Instead of manually creating invoices in QuickBooks, Monograph syncs project billables directly to QuickBooks. This ensures:
✔ Faster invoice generation
✔ Reduced errors in billing
✔ Timely payments from clients
Improves Project Profitability Tracking
Integration allows A&E firms to track project costs, revenue, and profitability in real-time. By syncing time entries and expenses, firms get a clear financial picture of every project.
Reduces Manual Data Entry & Errors
Manually entering data across platforms leads to mistakes and inefficiencies. Monograph-QuickBooks integration:
✔ Eliminates double data entry
✔ Reduces accounting errors
✔ Ensures data consistency across financial and project management systems
Enhances Cash Flow Management
With accurate expense tracking and automated invoicing, firms can improve cash flow, ensuring they get paid on time while keeping expenses in check.
Provides Better Financial Insights
By syncing Monograph’s budget tracking with QuickBooks’ financial reports, firms gain a full 360-degree view of their financial health.

How to Integrate Monograph with QuickBooks

Setting up the integration is straightforward:

Log into Monograph and navigate to the Integrations section.
Select QuickBooks Online and authorize the connection.
Map accounts – Ensure that project costs, invoices, and expenses align with QuickBooks categories.
Enable auto-sync – Choose to sync automatically or manually when needed.
Test the connection – Run a sample invoice or expense to confirm accurate syncing.

Once integrated, data flows seamlessly between Monograph and QuickBooks, allowing firms to focus on delivering projects—not paperwork.

FAQs About Monograph and QuickBooks Integration

Can Monograph replace QuickBooks?
No. Monograph is a project management tool, while QuickBooks is an accounting system. Integrating both provides complete project and financial control.
How much does Monograph-QuickBooks integration cost?
The cost depends on your Monograph and QuickBooks subscription plans. Monograph offers integration support for QuickBooks Online users.
Will the integration work with QuickBooks Desktop?
No, Monograph currently integrates with QuickBooks Online only.
Will the integration work with QuickBooks Desktop?
Yes. You can set real-time or manual syncing based on your firm’s workflow needs.
What if there’s a sync error?
Errors are usually caused by account mismatches or missing data. Monograph provides logs to troubleshoot and fix sync issues easily.

Final Thoughts

For A&E firms, integrating Monograph with QuickBooks is a smart move. It creates a seamless project management and financial system, helping firms track profitability, automate invoicing, and reduce administrative workload.

At Summit Business Advisors, we help A&E firms optimize their project and financial workflows. Need help setting up Monograph and QuickBooks for your firm?

Posted in QuickBooks