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
Cost Codes (Products & Services)
Contractors (Sent to QB as a Vendor)
By design, Contractor Foreman does not import your current list of Projects, Invoices, Estimates, or Expenses. It is best to leave that within QuickBooks. Contractor Foreman, like many of our competitors, recommend that you start the integration with your next project. Starting the integration mid-project will have data in QB that is not within Contractor Foreman.
Once the integration is complete, data will automatically sync from one system to another as it is created or edited.
NOTE: Items updated in Contractor Foreman sends to QuickBooks instantly whereas items update in QB may take up to 5 minutes to reach our system.
Do Not Send to QuickBooks – This prevents data from being sent to QB for the modules it is applied to
Send to QuickBooks – This sends data from Contractor Foreman to QB but not from QB to Contractor Foreman.
Sync Both Ways (Preferred) – This allows changes made in one system to be sent to the other system so that both retain the same data.
NOTE: Contractor Foreman does not allow you to edit your Chart of Accounts within our system. We prefer you to continue doing that within QB. We allow you to point to and reference it (which is all most people will ever need). We also do now sync changes made in QB Time Cards back to Contractor Foreman due to the way time values are stored. Any changes that need to be made to a time entry should be made within Contractor Foreman.
All transactions that take place are recorded in the Transaction Log. That is where you can see the success or failuers that took place. If there is an error, click on View Help to see more information about the error and what is needed to resolve it.
If you have any questions, please email firstname.lastname@example.org and we will be glad to help you with the integration process. We do not provide QB training or suggestions on your QB setup, but we will help you get your data syncing both ways.