Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan

What Is Cost Import?

Cost import pulls expense data from QuickBooks Online into Monograph so it appears in the Project Profit Report, giving an accurate view of each project's profitability.

For a deeper walkthrough on cost import setup, see the Deep Dive: Importing Costs from QuickBooks Online Companion Guide.

💡 The Project Profit Report is available on the Grow Plan only. Track Plan users can set up cost import but will need to upgrade to access the report.

Before You Start

QBO must be connected under Settings > Organization > Integrations. For pre-connection setup, see Before You Enable Monograph + QuickBooks Online.
The QBO chart of accounts should be accurate: cost import reflects exactly what is in QBO
Consult an accountant before adjusting the QBO chart of accounts or categorizations. Changes without proper guidance can affect financial records.

📚 New to the integration? Start with the Enabling QuickBooks Online Companion Guide and the QuickBooks Online Integration FAQ.

Setting Up the Import

Go to Settings > QuickBooks > Import costs from QuickBooks and click Select Accounts
Choose a start date: defaults to Jan 1 of the current year and can go back as far as 1/1/2021. We recommend at least one year back.

Assign each account to one of five cost categories:

Category	What It Covers
Project Costs	Consultants, travel, printing, materials
Wage Costs	Team salaries and hourly pay
Labor-Related Costs	Payroll taxes, benefits
Operating Costs	Rent, insurance, software, utilities
Non-Operating Costs	Interest, depreciation, taxes

Click Start Import. Monograph will pull costs from the start date forward and continue automatically.

📚 For definitions of QBO and Monograph terms used throughout this article, see the Monograph + QuickBooks Online Integration Glossary.

Reviewing and Assigning Costs

Go to Settings > QuickBooks > Costs > View imported costs, or access from the Project Profit Report.

Use the Project dropdown on each row to assign a cost to a project
Use Bulk Actions to assign or remove multiple costs at once
Click the X to remove a single cost

⚠️ Removing a cost is permanent and will also remove it from any reports.

Editing the Import

Go to Settings > QuickBooks > Import costs from QuickBooks > Edit, make changes, and click Save on the final screen.

⚠️ Changing the start date or removing accounts will delete the affected costs from Monograph and any related reports.

FAQs

Why don't I see the import option in my settings?

Confirm QBO is connected under Settings > Organization > Integrations. For pre-connection setup, see Before You Enable Monograph + QuickBooks Online. If the integration is connected and the option still does not appear, reach out through Intercom.

My imported costs don't look right. What should I check?

Start by reviewing the QBO chart of accounts to confirm transactions are categorized correctly. Then edit the cost import settings in Monograph to reassign accounts if needed. Consult an accountant before making changes in QBO.

Can I split a cost across two projects?

Yes, but the split must happen in QBO first. Once split in QBO, the cost will import into Monograph as two separate line items that can each be assigned to their respective projects.

I am on the Track Plan. Why can't I see the Project Profit Report?

Cost import is available on the Track Plan, but the Project Profit Report requires the Grow Plan. To access the report, upgrade to the Grow Plan.

What's the difference between Monograph's Project Profit Report and QBO's Profit and Loss Report?

The two reports measure different things. Monograph shows project-level performance. QBO shows overall business accounting. The numbers will not match exactly, and that is intentional.