Quickbooks integration

[5Oaks+]

I always enter projects into company cam to get pics for a quote and only enter project into quickbooks if they want to contract with us. Quickbooks integration should allow us to merge with existing project without manually merging and loosing labels

 

[Megan M.]

Hey there!

You're not alone on this one — quoting in CompanyCam first and only touching QuickBooks once the job is signed is a super common workflow, and right now the integration runs QBO-first, so you end up with that duplicate Project and a need to merge.

I'm sharing your feedback with our product team. No date to share yet, but it's on our radar as we continue to improve the QuickBooks Online integration.

Appreciate you writing this up!

 

[drysource]

I have been a CompanyCam user for many years now and this is on of my biggest peeves. We do not add leads to QBO until its sold. I have been begging for the integration to work the other way - CompanyCam -> QBO not the other way around.

 

[Roger A]

If you add this, please let it work with the on-premise QB, not just the cloud version. I realize this is a tougher challenge