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.

 

FeaturesFrom Cloud PM to QuickBooksFrom QuickBooks to Cloud PM
Project Syncing
(QuickBooks Online Plus, Advanced and Accountant)
YesYes
InvoicesYesYes
Export Schedule of Values (G703) to an InvoiceYesN/A
Attach G702 & G703 to an Invoice
(AIA Licensed Forms)
YesN/A
ExpensesYesYes
Chart of AccountsYesYes
Tax ratesNoYes
ProductsYesYes
ServicesYesYes
InventoryNoYes
BundlesYesYes
CategoriesYesYes
ClassesYesYes
CSI MasterFormat Numbers & Titles
(at Products, Services, Categories, Classes)
YesN/A
EmployeesYesYes
CustomersYesYes
VendorsYesYes

Ready to revolutionize your financial workflow and unlock your business’s full potential? Subscribe now to our seamless integration with QuickBooks Online. Take the leap towards precision, reliability, and time-saving efficiency. Experience transformative synergy with exclusive discounts on QuickBooks Online and enjoy an additional 2 months of free access to our web app, Cloud PM. Elevate your financial game, embrace the future, and simplify your success. Subscribe now to 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.

Do you have a question? Would you like to schedule a live Demo?