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. To connect Contractor Foreman with QuickBooks, go to the Menu, choose Settings and select Integrations. Here you will see the option to sync QuickBooks.

Guided Integration (Recommended)

Integrating with QuickBooks doesn’t have to be difficult or intimidating. Join the Pre-Integration Webinar: Contractor Foreman and QuickBooks (just 15 minutes) to get answers to your questions and learn tips and best practices for a smooth integration process.

During the webinar, you’ll discover the key steps to prepare for integration and have the opportunity to schedule your Integration Call right away.

Pre-Integration Webinar Contractor Foreman and QuickBooks

Also, download and review the Integration Checklist for a smoother integration.

Effective January 1, 2026, Contractor Foreman will no longer sync data to or from any version of QuickBooks (Desktop).

Self-Guided Integration

The integration guides below will help you integrate your Contractor Foreman account with your QuickBooks Account. This guide includes many other answers to your QuickBooks questions as well as screenshots to help. If time allows, we do recommend the Guided Integration experience. This takes the pain out of the QuickBooks Integration process.

• • QuickBooks Integration Guide

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.

Thinking about Migrating from QuickBooks (Desktop) to QuickBooks?

Schedule a meeting with Smart Business Solutions to see if moving to QuickBooks or Advanced is a better option for your company.  Schedule it here.