What is the purpose of a Retainage Code and how does this integrate with QuickBooks?
Setting a Retainage Cost Codes helps in always sending retainage amounts to the correct cost code and helps in the synching to QB.
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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 ...
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 ...
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: ...
Create a Retainage Account
Setting up retainage tracking: Create a Retainage account:a. Click theGearicon. b. From the drop-down menu, selectChart of Accounts. c. In theChart of Accounts, clickNew. d. ForCategory Type, selectOther Current Assets. e. ForDetail Type, ...
Are Bills synced with QuickBooks?
Yes, Bills are track and synced with QuickBooks integration.