How do I compare and match the entries I have in Contractor Foreman and QuickBooks?
Because the two systems are designed differently, there is not a simple solution to compare the two side-by-side. In both systems a list of transactions can be created from the Custom Report Builder and used to compare.
Related Articles
How do I add Cost Codes to Contractor Foreman from my QuickBooks file?
Although you can export your Cost Codes (Items & Service) from QuickBooks (by going to Toolbar > Lists > Items > Export), the best option to get your codes into Contractor Foreman is through the integration process mentioned here: ...
What Syncs with QuickBooks
When you integrate with QuickBooks, it reduces the amount of double entry that is needed to get data from Contractor Foreman into QuickBooks or from QuickBooks into Contractor Foreman. Below is a list of items that sync. Items that Sync Invoices ...
Exporting Contacts from QuickBooks Online
Exporting your customers and vendors from QuickBooks Online is not as straightforward as you would expect. Follow the steps below or use the video to see step-by-step how to export your contacts. Once finished, copy the data to the Contractor Foreman ...
How Do I Integrate with QuickBooks?
Integrating with QuickBooks allows you to continue to use the system you know, but also gaining additional features by using a true project management system. Best of all, integrating with QuickBooks eliminates the need for double data entry. To ...
How do I track Submittals in Contractor Foreman?
There is a separate module in Contractor Foreman called Submittals. All Submittals can be created and tracked from that module.