Integration with QuickBooks Online
Explore the seamless integration of Cloud PM with QuickBooks Online! Experience hassle-free syncing, making your workflow a breeze. Our app is designed to be user-friendly, ensuring a smooth and efficient financial experience. Enjoy the unique feature of exporting all Products, Services and Bundles from the Schedule of Values directly to an Invoice which is synced to your QuickBooks Online account. Streamline your construction management and financial processes effortlessly with our integrated solution.
| Features | From Cloud PM to QuickBooks | From QuickBooks to Cloud PM |
|---|---|---|
| Project Syncing (QuickBooks Online Plus, Advanced and Accountant) | Yes | Yes |
| Invoices | Yes | Yes |
| Invoice Terms | No | Yes |
| Tax rates | No | Yes |
| Export Schedule of Values AIA G703 to an Invoice | Yes | N/A |
| Attach AIA G702 & AIA G703 to an Invoice | Yes | N/A |
| Expenses | Yes | Yes |
| Payment Accounts | No | Yes |
| Payment Methods | No | Yes |
| Chart of Accounts | Yes | Yes |
| Products (Non-inventory) | Yes | Yes |
| Services | Yes | Yes |
| Inventory | No | Yes |
| Bundles | No | Yes |
| Categories | Yes | Yes |
| Classes | Yes | Yes |
| CSI MasterFormat Numbers & Titles (at Products, Services, Categories, Classes) | Yes | N/A |
| Employees (Payroll not enabled) | Yes | Yes |
| Employees (Payroll enabled) | No | Yes |
| Customers | Yes | Yes |
| Vendors | Yes | Yes |
Experience seamless integration with QuickBooks Online for enhanced financial workflow efficiency. Subscribe now and enjoy exclusive discounts along with an additional 2 months of free access to Cloud PM. Simplify your success and propel your business forward.
If you’re currently using another accounting software, rest assured – we’ve teamed up with a top-tier company specializing in seamless Data Migration to QuickBooks. Your transition is worry-free as all your data will be effortlessly transferred to QuickBooks Online, ensuring a smooth and efficient migration process.