The WIP (Work in Progress) Report in Adaptive automatically pulls job cost and billing data from QuickBooks, simplifying WIP preparation and making it easy to collaborate with your clients and co-workers in one place.
1. Creating Your Account and Adding Your First Company
To sign up:
Go to wip.build
Enter your email address and create an account
Enter the verification code sent to your email
Provide your full name, phone number (optional), and password
Enter your first company name
Optionally, invite coworkers or clients by entering their email addresses
2. Syncing QuickBooks Data
You have two options to connect your QuickBooks file:
Option 1: Sync QuickBooks yourself
Click Sync QuickBooks
Sign in to your QuickBooks account via Intuit
Select your company from the list
Click Connect
Option 2: Send sync link to someone else
Click the Send Sync Link button
Add a contact (existing or new email address)
Write a message requesting they connect QuickBooks
Click Send Request
Once connected, data will begin pulling into Adaptive immediately.
Note: We currently only support QuickBooks Online for this tool.
3. Entering Budget Information
After jobs begin syncing, enter budget information to activate the WIP calculations:
Navigate to Edit Mode to view all jobs
Enter Cost Budget and Revenue Budget for each job
Click Save
Jobs will appear on the WIP report once both cost and revenue budgets are entered.
To request budget information from others:
Click Ask Client to Enter Budgets
Select the employee contact
Write your request message
Click Send Request
This can be done for all jobs in bulk or for individual selected jobs.
4. Understanding WIP Report Columns
The report displays the following key metrics:
Costs to Date: Total costs pulled from QuickBooks against cost budget
Billings to Date: Total invoices against revenue budget
Percent Complete: Calculated as costs to date divided by cost budget
Revenue Earned: Calculated as percent complete multiplied by revenue budget
Earned Gross Profit Percentage: Based on revenue earned
Billed Gross Profit Percentage: Based on actual billings
Remaining Cost to Complete: Remaining budget
Billings Remaining: Unbilled revenue
You can customize which columns appear in your view.
5. Drilling Into Transaction Details
To view the specific transactions behind any metric:
Click on any cost or billing amount
View the specific transactions or invoices that comprise that total
6. Auditing Transactions Without Job Assignments
To identify transactions not assigned to any job:
Click into the transactions area
Filter to view all transactions without a job assigned
Review whether these are overhead costs or require job assignment corrections
7. Adding Comments and Collaborating
Company-level comments:
Click the Comments tab
Write your comment and tag team members or clients using @ mentions
Comments are sent via email; recipients can respond directly to the email or log in to Adaptive
Job-specific notes:
Use the Notes section to organize notes by individual job
Tag people or create notes for yourself for future reference
8. Managing Multiple Companies
To add additional companies:
Enter the new company name
Optionally invite clients or coworkers
Use the company dropdown to switch between companies
Each company operates independently with its own QuickBooks connection
9. Inviting Additional People
After initial setup, invite people at any time:
Go to Settings → People
Add email addresses to send invitations
10. Enabling Journal Entries
To include journal entries in your WIP data:
Turn on Journal Entries
By default, entries from all accounts will pull in
Optionally select specific accounts to pull from
Set a starting date to limit historical data
11. Exporting WIP Data
To download your WIP report:
Select the jobs you want to export, or select all
Click Download
Choose Download Selection (for selected rows) or Download All (for all jobs)
12. Filtering by Date
To view historical WIP data:
Change the date filter at the top of the report
Costs and billings will display only as of that date
Transactions after the selected date will not be included