ContractorTools

ContractorTools provides construction specific business functions, but QuickBooks provides general business accounting.

I have ContractorTools, why do I need QuickBooks?

What you should know about how ContractorTools syncs with QuickBooks

About Syncing With QuickBooks

How to sync your ContractorTools data with QuickBooks Online

Set Up Syncing With QuickBooks

Watch this video for information on syncing with QuickBooks Online

Sync with QuickBooks Tutorial Video

Important information about syncing payments with QuickBooks

About Syncing Payments

Writing Customer Email Addresses to QuickBooks

Writing Customer Phone Numbers To QuickBooks

How ContractorTools calculates and syncs taxes with QuickBooks.

Taxes in ContractorTools and QuickBooks

Shows what is selected to sync, what will sync, or what has synced.

QuickBooks Sync Report

ContractorTools is able to sync with projects in QuickBooks, but there are some steps involved.

Syncing With QuickBooks Projects

Dan Fellman

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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