Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
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Bills
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Calendar
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Change Orders
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Client Portal
- Articles coming soon
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Cost Codes
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Cost Items Database
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Crew Schedule
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Daily Logs
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Directory & Contacts
- Video: Directory
- Basics of Directory
- Directory
- Directory & Contacts
- Exporting Contacts from QuickBooks Online
- How do I add an employee?
- How do I Save my Excel File as a CSV?
- How do you delete a customer record?
- How to Convert a Lead to a Customer?
- Importing Contacts
- How do I check/uncheck items under employee privileges?
- How to make an employee a user?
- Adding Users (Licenses)
- Disabling an Employees or User’s Account
- Users and Employees
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Document Writer
- Video: Using the Document Writer
- Video: Creating Proposals with the Document Writer
- What is the purpose of the Document Writer?
- Are there templates that I can use for Document Writer?
- How do I create or edit a document?
- The formatting of my document is not correct
- Can I use the Document Writer as a means to get signatures, like a contract?
- How do I resend or download a generated/sent document?
- How do we create an Estimate proposal package?
- How do we create a lien waiver (or other agreement/contract)?
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Equipment Logs
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Estimates
- Video: Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- How do you import an estimate to Schedule of Values?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template?
- How to Create an Estimate?
- How to use an Estimate Template?
- Is it possible to create an estimate without a Project tied to it?
- Is there a way you can add our address on the left-hand side of the estimates?
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Expenses
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Files and Photos
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Forms & Checklists
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Getting Started
- Video: Getting Started
- Adding Users (Licenses)
- Adding, Editing & Assigning Roles
- Additional Information
- Assigned Projects & Default Project
- Disabling an Employees or User’s Account
- Exporting Contacts from QuickBooks Online
- Having trouble finding an item entered previously?
- How do I add an employee?
- How do I get help if I need it or report a bug?
- How do I setup what should show on the App Menu?
- How to Un-Archive an Item?
- How to use the "Quick Start" Method for Contractor Foreman
- Modifying / Editing and Saving Records
- Users and Employees
- Your Next Steps
- Zapier Integration
- Basics of Company Settings
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Incidents
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Inspections
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Invoicing
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Leads
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Notes
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Opportunities
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Payments
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Permits
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Projects
- Video: Managing Projects
- Adding a Project
- Assigned Projects & Default Project
- Basics of Projects
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- How do you import an estimate to Schedule of Values?
- How to add a New Note & Link it to a Project?
- How to add an item on the Schedule of Values?
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Punchlists
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Purchase Orders
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QuickBooks
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Reports
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RFI & Notices
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Safety Meetings
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Schedule
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Schedule of Values
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Service Tickets
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Settings
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Sub-Contracts
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Submittals
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Time Cards
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To-Do's
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Vehicle Logs
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Work Orders
How Do I Integrate with QuickBooks?
Integrating with QuickBooks allows you to continue to use the system you know, but also gaining additional features by using a true project management system. Best of all, integrating with QuickBooks eliminates the need for double data entry.
Guided Integration (Recommended)
Integrating with QuickBooks shouldn’t be difficult or scary. Let us walk you through the integration. Schedule an exploratory call (up to 1.5 hours) to answer any questions you have about the integration and to review the current structure of your QuickBooks data (through screen share). They will also identify if there are any concerns or changes that need to be made before integration takes place. If additional QB assistance is needed, it can be purchased directly from Smart Business Solutions at a discounted rate of only $65/hour.
Book an Integration Exploratory Call
Self-Guided Integration
The integration guides below will help you integrate your Contractor Foreman account with your QuickBooks Online or QuickBooks Desktop Account. Each guide includes many other answers to your QB questions as well as screenshots to help. If time allows, we do recommend the Guided Integration experience. This takes the pain our of the QB Integration process.
- QuickBooks Online Integration Guide: https://www.contractorforeman.com/qbo/guide.pdf
- QuickBooks Desktop Integration Guide: https://contractorforeman.com/qbd/guide.pdf
When to Integrate
It’s ideal to integrate Contractor Foreman and QuickBooks after you have removed the demo data from your Contractor Foreman account and before you start adding real records. Because your account with us is new, it’s much easier to connect the two. If you have been using Contractor Foreman and QuickBooks for some time, it becomes more of a challenge since invoices, payments and estimates that exist in both systems cannot be linked together. Integrating at the start ensures that any newly created record is synced to the other system. By completing the integration upfront, you can continue to use QuickBooks as you have and you will see the data flow over to Contractor Foreman. You can also create the records in Contractor Foreman and allow them to flow to QuickBooks.
Need help? Need additional or ongoing QuickBooks assistance? Book a review meeting
For all other questions, click the Live Chat icon or email support@contractorforeman.com
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