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 |
| Export Schedule of Values (G703) to an Invoice | Yes | N/A |
| Attach G702 & G703 to an Invoice (AIA Licensed Forms) | Yes | N/A |
| Expenses | Yes | Yes |
| Chart of Accounts | Yes | Yes |
| Tax rates | No | Yes |
| Products | 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 | Yes | 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.