QuickBooks Support Services Now Available
QuickBooks Support Services Now Available
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We have partnered with Contractor Foreman (CF) as a third party vendor to further support customers with integrating QuickBooks with their Contractor Foreman Software. We specialize in Business Consulting, QuickBooks Integration and support. Contractor Foreman includes up to 1.5 hours total for QuickBooks Integration support and walk through. This time will be split between two calls. A system review to see what changes need to be made to proceed to the integration. After 1.5 hours you will need to purchase additional service credits that are applied to your account and can be used at anytime. Please read through everything carefully, to save time on your integration..
Exception to additional time and charges: System issues with Contractor Foreman not related to incorrect data entry.
We look forward to working with you.
Smart Business Solutions LLC
This video will go over everything you need to know and how things need to be set up to complete the Integration. Same rules apply with QB Desktop We discuss cost codes, directories and others. Download the PowerPoint presentation below to use along with the video for further explanations. Skipping this step can delay the integration further.
Prior to your Contractor Foreman / QuickBooks Integration please review the Video above and download the presentation below. This will answer many of your questions about how the systems talk to each other, and explain how the records have to be in order to sync successfully. DO NOT schedule your system review before reviewing this thoroughly to save time and additional charges.
After reviewing the Pre-integration Presentation above and watching the video you may schedule your 30 min System Review call. This call will count towards the integration time. We can go over any specific question you may have regarding your integration and to verify that your system is ready. After you schedule your call you will receive further instructions by email.
Once you have completed the system review, and we verified that you are ready for the integration, you will receive an email 10 mins after the system review to schedule the integration. If you have any questions contact us at firstname.lastname@example.org. Most integrations themselves take an hour on average. If you have not reviewed the above presentation and completed the system review prior to your integration call you may be required to reschedule again.
If after the integration you are needing additional support or training related tp CF or QB then click below to see how to purchase additional time. If any issues are determined to be a system issue you will not be charged against your credits. Once we receive your purchase request we will apply the credits and email you within 24 business hours to schedule additional time. If you completed the integration on your own and would like us to review your settings then please schedule above under System Review. if you have any questions please email us at email@example.com
Not all accountants or bookkeepers understand construction, but we do. We have a team of highly qualified accountants with that will work along side you while you manage your Contractor Foreman program (others welcome) and are trained to handle any workflow that your company desires. We can help you set up your chart of accounts to connect to your cost codes for the most optimal and custom reporting that you desire. On top of that we also know Contractor Foreman software and how the systems communicate, so no need to train another bookkeeper on how Contractor Foreman works. Email us at firstname.lastname@example.org and let us show you how we can revolutionize the way you do project management.
Are you still uncertain how cost codes work in connection to your QuickBooks financial reports? Cost Codes are the entire foundation of your project management system in determining your profitability. If your cost codes are lacking or not complete this will effort reports in profound ways.
I am sure you have heard the saying "Give a man a fish and he eats for a day. Teach a man to fish and he eats for a lifetime" We know you are great at your trade, but we also know that managing your financial software and maintaining it correctly can be overwhelming. Most companies we work with are family owned and operated. Moreover, Office staff are more often than not, a spouse, or family member. Regardless, not everyone is fully trained in QuickBooks or most are self-taught. QuickBooks was designed for accountants and non-accountants alike. Our mission is to find the areas that you struggle in and improve them through remote training sessions. We will help you fix any current errors while we get you started moving forward on the right path. Once you are comfortable with your progress we can look at decreasing our support to once a month reviews to once a quarter and so on. Each training is customized because every business is different. *If this is your first time and we have not reviewed your books yet then please schedule a QuickBooks Review First.
If you need help figuring out how to best use both systems within your company than you can set up a training consult here.
Email us at email@example.com
Office : 517-657-9990
09:00 am – 05:00 pm