QuickBooks-native workflow

Generate lien waivers from QuickBooks bill payments — without retyping.

EazyWaiver pulls vendor, project, check, amount, and date data from QuickBooks Online, generates your waiver from your template, sends it for signature, and stores the signed PDF back with the payment record.

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QuickBooks-connected · 14-day free trial · 256-bit SSL

app.eazywaiver.net / generate-waivers

QuickBooks synced 2 min ago

Bill Payments — Select & Generate

All

Pending waiver

This month

Apex Concrete LLC

$24,500

14821

Signed

Redrock Framing

$18,200

14836

Pending

Sierra Electrical

$9,750

14837

Pending

Cascade Plumbing

$6,400

14840

Draft

2 payments selected

Waiver generated & sent

Redrock Framing · just now

This month

↑ waivers generated

HOW IT WORKS

From QuickBooks bill payment to signed waiver in four steps

Connect once. EazyWaiver reads your QuickBooks bill payment data, generates the waiver, sends it for signature, and stores the completed record back in the workflow.

Connect QuickBooks

Authorize EazyWaiver once through Intuit OAuth. No CSV exports, no duplicate data entry.

Pull payment details

Vendor name, payment amount, check number, and date are read directly from your QuickBooks bill payments.

Generate the waiver

Choose the waiver type and merge the payment data into your template in seconds.

Sign, store, and attach

Send a secure signing link, capture the signature, and attach the completed waiver back to the originating QuickBooks bill.

app.eazywaiver.net

QuickBooks synced

	Vendor	Amount	Check #
	Apex Concrete LLC	$24,500.00	5840
	Redrock Framing	$18,200.00	5841	Dismiss

Set type per project, then generate

Amount

Waiver Type

$18,200.00

Conditional Unconditional

Generate Waiver

Cascade Plumbing Co.

$6,750.00

5839

Hide

Generate

QuickBooks payment data, auto-filled into your waiver template

Stop copying vendor names and check numbers from QuickBooks into Word. EazyWaiver reads the bill payment directly and populates your DOCX template — vendor, amount, check number, and date all come straight from the source.

Vendor name, amount, check #, and date — pulled from QuickBooks, not typed
Choose Progress or Final type — generates your DOCX template + PDF instantly
Bring your own template — EazyWaiver merges data into your existing form

app.eazywaiver.net

All Pending Sent Signed

Vendor	Type	Status	Actions
Summit Framing Inc. Westfield Medical Center	Progress	Pending	PreviewEmail Waiver
Summit Framing Inc. Riverside Apts Ph. 2	Unconditional	Sent Mar 21	PreviewMark Signed
Rodriguez Masonry LLC Westfield Medical Center	Conditional	Signed Mar 19	PreviewUpload to QuickBooks
Pinnacle Electrical Oakbrook Office Complex	Conditional	In QuickBooks	PreviewDownload

Sign & Approve

Route waivers for signature — vendors sign from a link, no account needed

Send a secure signing link directly to the vendor. They sign on a mobile-friendly portal — no software, no account, no friction. The completed waiver is uploaded back to QuickBooks automatically.

One-click vendor email with a secure, expiring signing link
E-signature embedded into the PDF with timestamp, IP, and audit log
Signed waiver attached to the QuickBooks bill record automatically — no manual upload

app.eazywaiver.net

Search waivers...

All Pending Signed Jan–Mar 2026

Vendor	Check #	Type	Status	Actions
Summit Framing Inc. Westfield Medical Center	4482	Progress	In QuickBooks	PreviewDownload
Rodriguez Masonry LLC Westfield Medical Center	4481	Unconditional	Signed Mar 19	PreviewUpload to QuickBooks
BlueSky Plumbing Co. Riverside Apts Ph. 2	4475	Progress	Sent Mar 15	PreviewMark Signed
Pinnacle Electrical Oakbrook Office Complex	4479	Progress	Pending	PreviewEmail Waiver
Apex Drywall & Insulation Westfield Medical Center	4471	Unconditional	In QuickBooks	PreviewDownload

Track & Store

Every waiver, every vendor — searched and found in seconds

Stop digging through email threads and shared drives to find a signed waiver. EazyWaiver keeps a searchable, filterable record of every waiver across every vendor — with the signed PDF attached and the status always current.

Filter by status (Signed, Pending, Overdue), type, vendor, or date range
Signed waivers stored as PDFs and attached to the originating QuickBooks bill
Export a full compliance set — CSV or signed PDFs — for lender or GC submission

WHY THIS EXISTS

Built for teams still recreating waiver work by hand

QuickBooks already has the payment data. But in many teams, waiver prep still gets rebuilt manually in Word, email, and shared folders. EazyWaiver was built to eliminate the retyping, keep the workflow clean, and make signed records easy to find later.

What this removes from the process

Re-entering bill-payment details into waiver forms
Chasing signed waivers across inboxes and folders
Repeated follow-up just to check status
Closeout scrambling for signed records at the last minute

CORE WORKFLOW

Everything needed to move from payment to signed waiver

Built for teams that need cleaner waiver prep, signature collection, storage, and audit-ready records — without manual re-entry.

Pull payment data directly from QuickBooks

Vendor name, amount, check number, and date are pulled from QuickBooks bill payments automatically.

Generate progress and final waivers

Choose the waiver type, merge the data into your template, and produce the finished document in seconds.

Send, sign, and attach back to QuickBooks

Send a secure signing link, capture the signature, and sync the completed waiver back to the original bill.

Search, filter, and export records

Track signed, pending, and overdue waivers by vendor, amount, type, or date range.

WHO IT'S FOR

Built for the teams closest to the paperwork

If you touch QuickBooks bill payments and lien waivers, EazyWaiver was built for you.

General contractors

Stop chasing waivers at closeout

Track waiver status across vendors and subcontractors in one place. Know what's signed, what's pending, and what still needs follow-up before release or closeout.

See waiver status by vendor and payment
Send signing links without leaving the workflow
Export records for lender or GC submission

Get started free

Bookkeepers & accountants

Cut waiver prep from hours to minutes

Pull bill-payment details from QuickBooks, generate the waiver, and attach it back to the originating QuickBooks bill without retyping names, amounts, or check numbers.

QuickBooks bill payments → waiver in one flow
Reduce manual entry and document cleanup
Keep records tied to the right transaction

Get started free

Controllers & back-office teams

Keep compliance visible without slowing down AP

Standardize waiver generation, signature collection, and record storage so your team can move faster without losing audit visibility.

Role-based workflow across your team
Status visibility across signed, pending, and overdue waivers
Integrations and approvals for more complex operations

Get started free

PRICING

Simple, transparent pricing

No per-waiver fees. No usage surprises. One flat monthly rate for your team.

Starter

$149/mo

1 user · annual saves 2 months

For solo bookkeepers and small shops that need to automate waiver generation from QuickBooks.

QuickBooks sync and waiver generation
Progress and final lien waivers
PDF preview and QuickBooks upload

Start free trial

Pro Most popular

$249/mo

Up to 3 users · annual saves 2 months

For teams that need e-sign, vendor portal, approval workflows, and reporting across multiple users.

Everything in Starter
E-sign and vendor signing portal
Approvals, audit trail, reports
Cloud sync (Google Drive, Dropbox)
Outbound webhooks

Start free trial

Growth

$399/mo

Up to 10 users · annual saves 2 months

For multi-project teams that need Procore and JobTread integration alongside the full Pro feature set.

Everything in Pro
Procore integration
JobTread integration
10 team seats

Start free trial

Pricing is per company workspace. Each workspace includes its own QuickBooks connection, templates, vendors, waivers, and team access based on plan limits.

Working with multiple contractor clients? Each client company keeps its own workspace and billing, and can invite you as a collaborator. Agency pricing and multi-client tools are planned for a future release.

FAQ

Questions before you sign up

Answers to the questions we hear most from teams making the switch.

Is QuickBooks Online required?

Yes — EazyWaiver is built specifically for QuickBooks Online. It connects via Intuit's official OAuth 2.0, reads your bill payments directly, and uploads signed waivers back as attachments. If you use QuickBooks Online for your AP, EazyWaiver plugs in without any data export or retyping.

Do I need my own waiver templates?

Yes — you'll need to upload your own DOCX waiver templates (Progress and Final). EazyWaiver merges your QuickBooks data directly into them automatically. We provide sample templates as a structural starting point, but they are for reference only and should be reviewed by your legal counsel to ensure they meet your state's lien waiver requirements.

Can I switch plans anytime?

Yes. You can upgrade or downgrade your plan at any time from your billing settings. Upgrades take effect immediately. Downgrades apply at the end of your current billing period. There are no lock-in contracts on monthly billing.

Is EazyWaiver a fit for bookkeepers?

Absolutely — bookkeepers are our most common users. If you manage AP in QuickBooks for a construction client, EazyWaiver eliminates the manual step of pulling check numbers and vendor names into a waiver document. Most bookkeepers generate a waiver in under 60 seconds per payment.

Do bookkeepers and accountants need their own subscription?

Usually, no. Each contractor or client company maintains its own EazyWaiver workspace and can invite outside bookkeepers or accountants to collaborate.

Who owns the workspace and records?

The client company owns its EazyWaiver workspace, QuickBooks connection, templates, and waiver records.

What happens if a client stops working with their bookkeeper?

A workspace admin at the client company can remove access at any time. The workspace and records stay with the client company.

Can one bookkeeper work with multiple clients?

Yes. A bookkeeper can be invited into multiple client workspaces, similar to how many accounting professionals already work across multiple QuickBooks accounts.

What if I need more than 10 users?

The Growth plan supports up to 10 seats. If your team is larger, contact us directly and we'll work out a custom arrangement. Enterprise pricing is available for firms managing multiple client organizations or large GC operations.

Generate lien waivers from QuickBooks bill payments — without retyping.

From QuickBooks bill payment to signed waiver in four steps

QuickBooks payment data, auto-filled into your waiver template

Route waivers for signature — vendors sign from a link, no account needed

Every waiver, every vendor — searched and found in seconds

Built for teams still recreating waiver work by hand

Everything needed to move from payment to signed waiver

Built for the teams closest to the paperwork

Simple, transparent pricing

Questions before you sign up

Stop creating lien waivers by hand.