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. 

Guided Integration (Recommended)

Integrating with QuickBooks shouldn’t be difficult or scary.  Let us walk you through the integration.  Schedule an exploratory call (up to 1.5 hours) to answer any questions you have about the integration and to review the current structure of your QuickBooks data (through screen share).  They will also identify if there are any concerns or changes that need to be made before integration takes place.  If additional QB assistance is needed, it can be purchased directly from Smart Business Solutions at a discounted rate of only $65/hour. 

Book an Integration Exploratory Call


Self-Guided Integration

The integration guides below will help you integrate your Contractor Foreman account with your QuickBooks Online or QuickBooks Desktop Account.  Each guide includes many other answers to your QB questions as well as screenshots to help.  If time allows, we do recommend the Guided Integration experience.  This takes the pain our of the QB Integration process.


Need help?  Need additional or ongoing QuickBooks assistance?  Book a 30-minute review meeting


For all other questions, click the Live Chat icon or email

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