How does the Payment information sync with QuickBooks?
One of the benefits of integrating with QuickBooks is to avoid double entry. When you are connected to QuickBooks and you enter a Payment into either system, the information will sync to the other system as though you had manually created it there (assuming the Invoice has been added or can by at time of payment sync). If you are using WePay to accept online payments, an entry is created in Contractor Foreman and then the entry is synced to QuickBooks.
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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 ...
Are Bills synced with QuickBooks?
Yes, Bills are track and synced with QuickBooks integration.
How do I verify that the QB sync has been complete without any errors?
Once connected to QuickBooks, you will have a Transaction Log that appears in the Menu within the Financial column. Clicking it will show a list of successful and failed transactions. If a transaction did not sync, it is usually due to one piece of ...
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 know when an item has successfully synced and moved over to QuickBooks?
If an item has synced to QuickBooks, you can confirm this in two ways. 1) Viewing the Transaction Log 2) Reviewing the footer portion of the synced record. Record that have not synced will only show the Last Edited line. Those that have synced will ...