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 your Project Profit Report, giving you an accurate view of each project's profitability.
💡 The Project Profit Report is available on the Grow Plan only.
Before You Start
QBO integration must be connected under Settings > Organization > Integrations
Your QBO chart of accounts should be accurate: cost import reflects exactly what's in QBO
Consult your accountant before adjusting your QBO chart of accounts or categorizations. Changes without proper guidance can affect your financial records.
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; can go back up to 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 your start date forward and continue automatically.
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 your 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.
Common Issues
Don't see the import option? Confirm QBO is connected under Settings > Organization > Integrations.
Costs don't look right? Check your QBO chart of accounts first, then edit your import settings to reassign accounts. Consult your accountant before making changes in QBO.
Need to split a cost across two projects? Split it in QBO first: it will then import as two separate line items.
On Track Plan? You can import costs but need to upgrade to Grow to access the Project Profit Report.