Click here to learn more about this process. Link your accounting codes with QuickBooks from Settings > Accounting > "Accounting Codes" tab.Specify an "Accounts Payable account for bills" under Settings > Accounting > "Integration Settings" tab.In addition to the general accounting system setup, you will need to do the following: Our Help Center includes videos and walkthrough steps to help you set up this connection for QuickBooks Desktop or QuickBooks Online. ![]() You will need to ensure your CoConstruct account and all relevant projects are connected with respective customers or jobs within QuickBooks. One-time setup to connect QuickBooks and CoConstruct If your vendor sends you a bill, you will be comparing that with the bill that was already created within QuickBooks, and you'll always know when there's a mismatch between the two.Data entry accuracy and time savings, as you know that you're paying the agreed upon amount.It cuts out a redundant step in the process in QuickBooks, since you have already sent and tracked the purchase order in CoConstruct, you can cut right to the chase with the bill on the QuickBooks side of things. ![]() So, your purchase orders will originate in CoConstruct, but our QuickBooks integration will help you get all of that information transferred into your accounting system when it's time to pay.ĬoConstruct purchase orders will appear in QuickBooks as new bills, rather than new purchase orders. Purchase orders in CoConstruct take the place of your purchase order system within QuickBooks, giving you a dedicated place to send out purchase orders and associated information, communicate and clarify the documents with your vendors, and track purchase order progress without ever leaving CoConstruct and without double entry of any important financials.
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