QuickBooks® Online

How EazyWaiver Works

EazyWaiver turns QuickBooks Online bill payment data into generated, signed, and tracked lien waiver records using your company-approved waiver template.

EazyWaiver places your data into your own approved template — it never supplies or edits legal waiver language.

Product Demo

See how EazyWaiver turns QuickBooks bill payments into signed waiver records

Watch how EazyWaiver pulls payment details from QuickBooks, generates a waiver from your company-approved template, sends it for signature, and tracks the record through closeout.

EazyWaiver does not provide legal advice or legal forms. Customers use their own company-approved waiver templates.

Built for contractors, bookkeepers, accountants, and AP teams who generate lien waivers from QuickBooks Online payment data.

From QuickBooks payment to signed waiver

EazyWaiver fits into your existing QuickBooks Online workflow and moves each waiver from payment to a stored, signed record.

1

Connect QuickBooks Online

Securely connect your QuickBooks Online company through Intuit’s official OAuth sign-in. Your bill payment data syncs into EazyWaiver.

2

Pull bill payment details

EazyWaiver reads the bill payment data from QuickBooks — including vendor, payment amount, and related details — so you don’t re-enter it by hand.

3

Generate a progress or final waiver

Select a bill payment, choose progress or final, and EazyWaiver generates the waiver from your company-approved template using the QuickBooks payment data.

4

Send a vendor signing link

Send your vendor a secure signing link. They can review and sign from any device — no account required.

5

Track waiver status

Follow each waiver through draft, sent, signed, approved, uploaded, and follow-up statuses so nothing slips through the cracks.

6

Store the signed waiver record

Keep a stored, searchable record of each completed waiver and upload it back to the related QuickBooks payment.

The QuickBooks data EazyWaiver can use

When the information is available in QuickBooks Online, EazyWaiver can map it into your company-approved template so the waiver reflects the payment it relates to:

  • Vendor name from the bill payment.
  • Payment amount for the selected bill payment.
  • Check or reference number when present on the payment.
  • Bill and payment dates associated with the transaction.
  • Related project or customer data when it is available in QuickBooks.

EazyWaiver works from the data your QuickBooks company already holds. It does not create financial data or change your accounting records.

Your company-approved template, your language

  • You upload your own company-approved waiver template. EazyWaiver works from the document your company already uses.
  • EazyWaiver maps QuickBooks data into your template. Your template fields fill from the payment data — without changing your waiver language.
  • EazyWaiver does not supply waiver forms or language. The wording of your waiver always stays under your control.

Vendors sign from a secure link

Send your vendor a secure signing link by email. They can open it on a phone or computer, review the waiver, and sign electronically — without creating an account or logging in.

If a vendor prefers to sign on paper, they can upload a signed copy instead, and EazyWaiver keeps it with the same waiver record.

Track every waiver’s status

See where each waiver stands at a glance so payments and closeouts don’t wait on paperwork.

Draft — generated and ready to send
Sent — signing link delivered to the vendor
Signed — vendor has signed the waiver
Approved — reviewed internally
Uploaded — attached back in QuickBooks
Follow-up — flagged for a reminder

Stored, searchable waiver records

Completed waiver records are stored in EazyWaiver so you can find them later. You can search your waivers, download them, export records for your own files, and keep each waiver associated with the QuickBooks payment workflow it came from.

That keeps your signed waivers and their related payments together — instead of scattered across folders, inboxes, and drives.

Built for QuickBooks-based construction teams

General contractors

Generate progress and final lien waivers from your QuickBooks payments without rebuilding documents by hand.

Bookkeepers & accountants

Reduce repetitive waiver admin for contractor clients while each client keeps ownership of their own workspace and templates.

Controllers & AP teams

Keep waivers moving alongside payments, with clear status tracking from draft to stored record.

Construction businesses on QuickBooks Online

Use the payment data already in QuickBooks Online to produce waivers from your own approved template.

What EazyWaiver does not do

  • EazyWaiver does not provide legal advice.
  • EazyWaiver does not provide legal forms or waiver language.
  • EazyWaiver does not determine whether a waiver is legally valid or enforceable.
  • EazyWaiver does not replace attorney review.
  • Customers are responsible for their own company-approved waiver template language and how it is used.

Explore EazyWaiver

Frequently asked questions

How does EazyWaiver work with QuickBooks?

EazyWaiver connects to QuickBooks Online, pulls your bill payment data, and maps it into your company-approved waiver template to generate progress or final lien waivers. You can then send them for signature, track status, and store the signed record.

Do vendors need an account to sign?

No. Vendors sign from a secure link on any device without creating an account. They can also upload a signed copy if they prefer to sign on paper.

Does EazyWaiver provide lien waiver forms?

No. EazyWaiver uses your own company-approved waiver template. It does not supply waiver forms or waiver language, and your wording stays under your control.

What QuickBooks data does EazyWaiver use?

When available in QuickBooks, EazyWaiver can use the vendor name, payment amount, check or reference number, bill and payment dates, and related project or customer data.

Can I track and store completed waivers?

Yes. You can track each waiver through draft, sent, signed, approved, uploaded, and follow-up statuses, and store, search, download, and export the completed records.

See how EazyWaiver works with your QuickBooks workflow

Connect QuickBooks, upload your company-approved template, and turn payment data into generated, signed, and tracked lien waiver records.

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