Overview
The BuildOps integration with QuickBooks facilitates seamless data exchange between the two platforms. However, there are specific stipulations and limitations that users must be aware of when syncing data.
Data Import & Export During Implementation
Items
During implementation, BuildOps will import your existing items.
New items must be created in BuildOps and will be exported to QuickBooks upon being created and saved.
Customers & Properties
During implementation, BuildOps will import your existing customers and properties.
New customers or properties must be created in BuildOps and will be exported to QuickBooks upon being created and saved.
Vendors
During implementation, BuildOps will import your existing vendors.
New vendors must be created in BuildOps and will be exported to QuickBooks upon being created and saved.
Receipts & Job-Based Invoicing
Receipts
Once a receipt is exported, any changes made directly in QuickBooks will sync back and update the bill in BuildOps.
Invoice Creation & Job Exporting
If jobs are exported, the A/R invoice is created under the job in QuickBooks.
If jobs are not exported, the A/R invoice is created under the property in QuickBooks.
Exceptions:
If a user selects a different billing customer during job creation, the invoice will be created under that customer instead of the job or property.
Users can create ad-hoc invoices at the customer or property level, and those will sync accordingly in QuickBooks.
If an invoice is generated from a service agreement, the service agreement is created at the property level, and the invoice is created underneath it.
Payment Exporting
Accounts Receivable Payments
The BuildOps integration only exports payments that originate from Accounts Receivable transactions.
For any further assistance or questions, please reach out to your BuildOps Customer Success Manager.