LienWaiver.pro

Signed Waiver PDF Sync to QBO Bills

•4 min read•By LienWaiver.pro

Overview

When a signed waiver PDF is available — whether from e-signing or a manual upload — LienWaiver.pro automatically uploads it to the linked QBO bills as attachments in QuickBooks Online. No manual downloads, no file transfers — the signed waiver lands directly on the bills it covers.

This feature requires the Enterprise plan and an active QBO connection.

How it works

There are two paths that trigger the QBO sync:

E-signed waivers: When a sub signs a waiver through the sign link, the signed PDF is generated and uploaded to QBO immediately after signing.

  1. The sub opens the sign link, reviews the waiver, and signs.
  2. LienWaiver.pro generates the signed PDF and emails it to the GC.
  3. In the background, the signed PDF is uploaded to each linked QBO bill as an attachment.

Manually uploaded waivers: When a GC uploads a signed PDF to a waiver request that's linked to QBO bills, it's automatically pushed to those bills too. This covers cases where the sub signed a physical copy or returned the waiver outside of the e-sign flow.

There's nothing extra to configure. If the waiver request was created from a QBO bill, the PDF sync happens automatically on either trigger.

Multi-bill support

If a waiver request covers multiple bills, the same signed PDF is attached to each bill independently. For example, if you selected 3 bills when creating the request, all 3 bills in QuickBooks will have the signed waiver PDF in their attachments after signing.

Verifying the upload

You can confirm the PDF was uploaded in two places:

In LienWaiver.pro: Go to Send & Sign, open the waiver request detail page. The QBO Bills card shows each linked bill. Bills with a successfully uploaded PDF display an "Uploaded" badge next to them.

In QuickBooks: Open the bill in QBO. The signed waiver PDF appears in the bill's attachments section.

What happens if the upload fails

A QBO upload failure never blocks the signing or upload process. If the upload fails — due to a network error, an expired QBO connection, or a QuickBooks API issue — everything else still works normally:

  • The waiver is marked as signed (or the uploaded PDF is saved).
  • The GC receives the signed PDF by email (for e-signed waivers).
  • The signed PDF is stored in LienWaiver.pro.

The only thing that doesn't happen is the QBO attachment. You don't need to reconnect QBO or re-sign. The signed PDF is always available in LienWaiver.pro.

Retrying a failed upload

If any bill is missing its attachment, a "Retry Upload" button appears next to the QBO Bills heading on the waiver detail page. Click it to re-trigger the upload. The retry works for both e-signed and manually uploaded waivers — it uses whichever PDF is available.

Once all bills show the "Uploaded" badge, the retry button disappears.

If the upload keeps failing after retrying, contact support@lienwaiver.pro — it's usually an expired QBO connection that we can help resolve.

Frequently asked questions

Can I re-trigger the upload? Yes. Open the waiver detail page in Send & Sign. If any linked bill is missing its attachment, a "Retry Upload" button appears next to the QBO Bills heading. Click it to re-upload. If it keeps failing, contact support@lienwaiver.pro.

Does this work if I upload a signed PDF manually instead of using e-sign? Yes. If you upload a signed PDF to a waiver request that's linked to QBO bills, it's automatically pushed to those bills in QuickBooks — same as an e-signed waiver.

Does this work with bills that weren't synced from QBO? No. The PDF sync only applies to waiver requests that were created from QBO bills. Waivers created without bill linking don't have a QBO bill to attach to.

What file name does the attachment use? The PDF is named with the waiver type, state, and sub company name — for example, Conditional_Progress_CA_Acme_Plumbing.pdf.

Next steps

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