Does QuickBooks Online generate AIA G702 and G703 forms?

QuickBooks Online can create invoices and track retainage/progress billing in a few ways, but it does not generate AIA-style G702 and G703 pay application forms out of the box. Contractors typically use QBO for accounting and a dedicated AIA pay app workflow for the G702/G703 package.

Can QuickBooks handle retainage and progress billing?

Yes—QuickBooks can handle retainage and progress billing concepts depending on your setup. The tricky part is producing a clean AIA-style pay app (with a Schedule of Values and period-to-period math) that matches what reviewers expect.

What’s the simplest workflow if the GC requires G702/G703?

Keep accounting in QuickBooks Online, build the pay app (G702/G703-style) using an AIA pay app workflow, then create or sync a matching invoice into QBO so your AR stays accurate.

Should the invoice line items match the Schedule of Values line-by-line?

Some teams prefer a single summary invoice line for the approved pay app amount, while others mirror the SOV line-by-line. Both approaches can work—what matters is consistency, internal reporting needs, and what your accountant wants to reconcile.

Does QuickBooks Do AIA Billing (G702/G703)?

If you live in QuickBooks Online but your GC is asking for AIA-style G702 & G703 pay applications, you’re not alone. Here’s the straight answer: what QBO handles well, what it doesn’t, and the simplest workflow that keeps both your pay apps and your accounting clean.

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Quick Answer

QuickBooks Online does not natively generate AIA G702/G703 forms. QBO is excellent for invoicing and accounting, and it can support retainage/progress-billing concepts — but the AIA-style pay app package (G702 cover sheet + G703 continuation/SOV math) usually needs a dedicated workflow.

The mismatch isn’t because QBO is “bad.” It’s because AIA billing is a very specific format and review process. The GC/Owner typically expects a pay app that ties back to a Schedule of Values, prior periods, retainage rules, and change orders — and they want it presented in a familiar AIA-style layout.

What QuickBooks Online Can Do (And Usually Does Well)

Invoices, AR, and Payments

QBO is great at accounts receivable. If you want clean accounting, you want the final “money reality” of the pay app reflected as an invoice and payment status in QBO.

Retainage Concepts (Depending on Setup)

Many teams track retainage in QBO using products/services, custom fields, or reporting conventions. The pain usually starts when you need a reviewer-friendly AIA-style breakdown.

Project/Job Tracking

Classes, locations, customers/jobs — QBO gives you options. But it doesn’t automatically produce a G703-style continuation sheet that ties all the period math together.

Reporting (Accounting View)

QBO reporting is built for accounting. AIA billing is built for pay app review. Those are overlapping worlds, but not identical.

Where Contractors Hit the Wall

Here’s the part that drives people to spreadsheets: an AIA-style pay app requires period-to-period math that stays consistent across: the Schedule of Values, previous applications, retainage, and change orders.

AIA-style G702/G703 layout & logic

Continuation sheet totals rolling forward correctly
Stored materials handled cleanly (and defensibly)
Retainage applied consistently across items/periods
Change orders integrated without breaking prior history

Reviewer expectations

A familiar pay app package they can approve quickly
Clear “previous / this period / to date / balance” columns
No “mystery math” from a broken spreadsheet cell
Easy audit trail back to prior pay apps

Translation: QBO can remain your accounting system, but you still need an AIA-friendly pay app workflow to generate the G702/G703-style package your GC expects.

The Two Workflows That Actually Work

Workflow A: Accounting-First (QBO → Pay App)

Your team invoices/records in QuickBooks first, then uses those values to build a clean AIA-style pay app. This works if accounting controls the billing numbers.

Workflow B: Pay App-First (Pay App → QBO Invoice)

Your PM/ops team prepares the pay app. Once it’s approved, the integration creates a matching invoice in QuickBooks. This works if operations owns the pay app workflow and accounting wants clean AR.

See QBO + PayAppPro Integration Options

That page focuses on the integration patterns and what data can be synced — this page is the “does QBO even do it?” answer.

Want to Keep QuickBooks — But Stop Fighting Spreadsheets?

PayAppPro handles the AIA-style pay application workflow (G702/G703-style output) while QuickBooks Online stays the source of truth for accounting. You can run them side-by-side, or connect them when you’re ready.

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