Skip to main content

How Contacts Sync Between Contractor Foreman and QuickBooks

Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

< All Topics

When integrating Contractor Foreman with QuickBooks, understanding how contact data syncs between the two platforms is key for smooth operations. This article outlines how contacts transfer between Contractor Foreman and QuickBooks, both ways.

Understanding Contact Types in Contractor Foreman

Contractor Foreman categorizes contacts into five types, each with its own purpose:

  • Employees: Users or non-users who are part of your workforce.

  • Contractors: Subcontractors, either users or non-users.

  • Customers: Clients, developers, homeowners, or general contractors who hire your company.

  • Vendors: Material suppliers, equipment providers, or rental companies.

  • Misc Contacts: Architects, inspectors, consultants, and third-party participants.

Which Contacts Transfer Between the Systems?

From Contractor Foreman to QuickBooks

  • Employees → Employees

  • Contractors & Vendors → Suppliers

  • Customers → Customers

From QuickBooks to Contractor Foreman

  • Employees → Employees

  • Suppliers → Contractors & Vendors

  • Customers → Customers

Employee Sync Behavior

Contractor Foreman to QuickBooks

When an Employee is created in Contractor Foreman, it is automatically synced to QuickBooks with the following details:

  • First Name
  • Last Name
  • Phone
  • Cell Phone
  • Email
  • Address
  • Billing Rate
  • Hire Date
  • Birth Date
  • Employee ID

All fields are transferred seamlessly.

Contractor Foreman → QuickBooks Field Mapping

(Only populated Contractor Foreman fields)

Contractor Foreman Field QuickBooks Field Transfers? Notes
First Name / Last Name Legal Name ✅ Yes Full name in Contractor Foreman transfers to Legal Name in QuickBooks
Preferred First Name Preferred First Name ✅ Yes Transfers directly
Email Email ✅ Yes Transfers directly
Phone Phone (Home / Work) ✅ Yes Main phone number transfers
Phone Extension Phone Extension ❌ No Extension is not transferred
Cell Mobile Phone ✅ Yes Transfers directly
Street Home Address – Street ✅ Yes Transfers directly
City Home Address – City ✅ Yes Transfers directly
State Home Address – State ✅ Yes Transfers directly
Hire Date Hire Date ✅ Yes Transfers directly
Employee Status (Active) Status (Active) ✅ Yes Employee remains Active in QuickBooks
Billing Rate (Hr) Billing Rate ✅ Yes QuickBooks receives billing rates from Contractor Foreman
Wage Rate (Hr) — ❌ No Payroll wage rates do not transfer
Burden Rate (Hr) — ❌ No Burden rate is Contractor Foreman–only
Employee ID Employee ID ✅ Yes Employee IDs syncs
DOB Birth Date ✅ Yes Transfers
SSN ID # Social Security Number ✅ Yes Transfers

QuickBooks to Contractor Foreman

When an Employee is added in QuickBooks, the sync sends the following fields to Contractor Foreman (typically within 5 minutes):

  • First Name
  • Last Name
  • Cell Phone
  • Email
  • Address
  • Hire Date
  • Birth Date
  • Employee ID

Some information does not transfer from QuickBooks to Contractor Foreman. For this reason, we recommend managing and maintaining your data directly in Contractor Foreman once the integration is complete.

Customer Sync Behavior

Contractor Foreman to QuickBooks

When a Customer is created in Contractor Foreman, it immediately appears in QuickBooks with:

  • First Name
  • Last Name
  • Phone
  • Email
  • Address

QuickBooks to Contractor Foreman

The same fields as above are transferred from QuickBooks to Contractor Foreman, with a typical sync time of 5 minutes.

  • First Name
  • Last Name
  • Phone
  • Email
  • Address

Vendor and Subcontractor Sync Behavior (Suppliers)

Vendor – Contractor Foreman to QuickBooks

When a Vendor or Subcontractor is added in Contractor Foreman, it gets synced as a Vendor in QuickBooks. All basic contact details transfer:

  • First Name
  • Last Name
  • Phone
  • Cell Phone
  • Email
  • Address

Vendor in Contractor Foreman goes to QuickBooks as Vendor

Contractor – Contractor Foreman to QuickBooks

Contractor in Contractor Foreman goes to QuickBooks as Vendor:

QuickBooks to Contractor Foreman

Vendors from QuickBooks appear in Contractor Foreman as Vendors by default, regardless of whether they were originally vendors or subcontractors.

⚠️ Important: QuickBooks doesn’t differentiate between vendors and subcontractors. However, in Contractor Foreman, you can manually convert a vendor to a subcontractor or vice versa for proper categorization.

Final Notes

  • Syncing between QuickBooks and Contractor Foreman typically takes up to 5 minutes.

  • All standard contact fields transfer automatically.

  • Users should review and manually categorize vendors and subcontractors as needed after syncing from QuickBooks.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.