Overview
The BuildOps integration with QuickBooks streamlines data synchronization, but there are specific stipulations and limitations to keep in mind.
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 creation and saving.
NOTE: BuildOps only integrates with Non-Inventory and Service type items in QuickBooks.
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 creation and saving.
Vendors
During implementation, BuildOps will import your existing vendors.
New vendors must be created in BuildOps and will be exported to QuickBooks upon creation and saving.
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 customer or property in QuickBooks.
Exceptions:
If a tenant selects a different billing customer during job creation, the invoice will be created under that customer.
Users can create ad-hoc invoices at the customer or property level, and those invoices 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 supports the export of payments generated from Accounts Receivable transactions.