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Contractor Foreman Webinars featuring Amber Wells

Cost Code Setup and QuickBooks Integration

Logos of Smart Business Solutions and Contractor Foreman showing partnership.

 This webinar, held on June 27th, 2025 and led by Tayo Akinwale, a seasoned and experienced Project Manager,  features special guest Amber Wells, an expert accountant with extensive hands-on experience in Contractor Foreman, QuickBooks, and integration workflows. 

View Webinar

QuickBooks and Contractor Foreman Workflow Best Practices — Avoiding Sync Issues in Contractor Forem

Contractor Foreman and QuickBooks integration workflow and best practices for mastering your money.

 

 In this Webinar, Amber leverages 25 years of QuickBooks experience and 6 years in construction accounting — plus 2,000+ integrations since 2020 — to teach best practices for a successful Contractor Foreman → QuickBooks integration. The training targets post-integration workflows: preventing sync errors, using cost codes as the vital connection between systems, and organizing daily processes so project data moves from Contractor Foreman into QuickBooks cleanly, without duplicates, double entries, or reporting issues. Amber notes that 95% of sync problems are caused not by the integration but by two errors: incorrect or missing cost codes and teams not following the recommended workflow. She reviews the benefits and risks of two-way sync, clarifies that Contractor Foreman is project-management software (not an accounting service), and demonstrates the correct entry sequence — create estimates, invoices, and bills in Contractor Foreman so they sync to QuickBooks for financial management and payments. 

View Webinar

If you need to start the integration process please start here

To ensure the best integration success between Contractor Foreman and QuickBooks it is important to make sure that all steps are followed in the Guides and Pre-integration Checklist. Reach out to your Customer Success Manager from Contractor Foreman when you are ready to schedule. 

Start Here

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