Quickbooks is a popular project management software that integrations well with other software, making it an ideal tool for any business. If you want to track and manage your projects effectively, Quickbooks is the perfect choice. However, if you don’t have access to certain features or don’t want to spend time learning all of the nuances of the software, we’ve got a comprehensive guide for you. read more
Best Project Management Software That Integrates With QuickBooks
QuickBooks is an accounting software package geared toward small and medium-sized businesses. The on-premise and cloud-based application accepts business payments, helps to manage and pay bills, and has payroll functions.
The best part – QuickBooks integrates with numerous third-party tools that allow connecting accounting with other important aspects of business management, such as project management.
Looking for the best project management software that integrates with QuickBooks? You’re in luck! We’ve made the task easier and combined nine project software and tools in one comprehensive list, for a seamless connection.
Check out the tools’ top features, pricing, and what’s unique about them – and find an integration fit for your business.
Scoro is a comprehensive solution that combines all the features you might need in project management software: projects & tasks, contact management, quotes, team collaboration, billing, and reporting.
- Projects with sub-tasks and deadlines
- Real-time KPI dashboard
- Shared team calendar & meeting scheduling
- Contact management
- Time tracking and billing for work
- Detailed reports on project progress and finances
- Quoting and invoicing with pre-set templates
What’s special about this tool: Scoro helps to streamline your entire work progress, so you don’t need to use a lot of different tools for every task. All your important information is stored in one central place.
Pricing: From $26 month/user
2. Insightly CRM
Insightly is a powerful CRM with a project and business management feature set.
- Manage leads, contacts, organizations, partners, vendors and suppliers
- Track project activity and performance against milestones
- Look at your business any way you want with task dashboard, activity sets, reports and more
What’s special about this tool: Insightly CRM is tailored for any level of experience – from first time CRM users to sales experts.
Pricing: From $15 month/user for teams
BigTime is a time and billing software. Get time & expense tracking, WIP management, billing & invoicing, task & workflow management and more. All in a single integrated system designed to increase your profit margins.
- Manage your clients. 360-degree view of your clients & engagements.
- Tame your workflow. Personal and firm-wide engagement tracking.
- Track and Bill WIP. Full suite of WIP-related reports.
What’s special about this tool: BigTime lets you capture every billable hour and expense with ease. Create invoices in seconds, and produce reports that inspire.
Pricing: From $5.95 month/user, when billed annually
Quotient delivers fantastic looking quotes every time with the very best possible customer experience.
- See precisely when a customer opens your quote
- Provide a clear click-to-accept process
- Auto-generate invoices into Xero or QuickBooks
- Get notified on your Dashboard when to follow up
What’s special about this tool: Quotient’s Content Templates make quoting super-quick.
Pricing: From $25 month
WORKetc has integrated CRM, projects, billing, help desk, reporting, and collaboration.
- Link timesheets, documents, discussions, notes, contacts and more to your projects
- Manage complex project budgets
- Automatically capture and invoice all revenue activities across all departments
- Use live support, web forms, and email to capture support tickets
What’s special about this tool: By integrating support cases directly inside all areas of WORKetc, you can ensure the customer is always looked after. Suddenly your salespeople are talking with your customer support people, and project issues can be assigned to the right person.
Pricing: From $49 month/user (first 3 users $65/month)
Karbon gives context to all work and communication, ensuring visibility across teams, departments and locations.
- Clear, standardizable processes and efficient workflows to keep everyone aligned to the same goals across teams, departments and locations, every step of the way.
- Customizable, centralized views of all work in progress, internal and external communication, tasks, contacts, clients, activity and notes all combine to provide greater visibility and control, enabling you and your team to know where everything stands.
- Stop working in communication silos and start discussing work with your team directly in the context of the work and tasks themselves.
What’s special about this tool: Karbon enhances your email with Triage — an action-focused inbox. Packed with collaboration features, Triage breaks email out of silos and into your team’s workflow, so everyone has visibility to discuss, assign and action.
Pricing: From $49 month/user
Streamtime ensures your work life is never not creative. Meaning fewer timesheets and ugly form-fields, and more time for the work you love.
- With intuitive to-do lists, tracking time is as easy as dragging and dropping.
- Keep your finger on the pulse. How you’re tracking against the budget, any expenses that have been logged, how much has been invoiced – it’s all there, at a glance.
- Turn a job plan into a quote in a single click. Turn a job plan into a beautiful, not-designed-by-an-accountant invoice in two clicks.
- No need to check the schedule then head back to the job plan – you can create new tasks for jobs straight from the schedule.
What’s special about this tool: Streamtime comes loaded with commonly-used reports under the ‘favorites’ tab. So if you want a report on, say, unpaid invoices or jobs over budget, you’ll have it in a single click.
Pricing: Free for up to 5 jobs, from $14.30 month/user for paid plans
8. Function Point
Function Point lets your gain visibility into projects and budgets with a project management solution built for creative teams.
- Workflow tracking with dynamic Gantt Charts
- Assign jobs with Task Management
- Keep on strategy and in scope with Project Briefs
- Analyze client interactions and data with CRM
What’s special about this tool: Rein in the department by using the connected features to improve the workflow. They will give you the control, consensus and visibility you need to get all of your projects from point A to point B to point Z.
Pricing: From $44 users/month, billed annually
9. BQE Core
BQE Core helps to effectively manage people, projects, and profitability.
- Feature-rich invoicing: 180 templates, batch processing, automatic PDF creation, and ability to edit processed invoices
- Create many invoice types: percent complete, retainer, recurring, fixed, hourly, phased, joint and more.
- Automatic billing follows standard billing rules and automatically creates a project invoice for review on any frequency.
- Email and print invoices in a click, one at a time or in batches, and link attachments like receipts and pictures to any invoice.
What’s interesting about this tool: In addition to invoicing, BQE has project management and time tracking functionalities. It is compatible with all major browsers for PC, Mac, and smartphones.
Pricing: From $19.95 month/user. Free trial for 15 days.
What to keep in mind when looking for project management software for Quickbooks ?
As with any software or application, they first thing you’d want to do is assess what type of tool you are looking for, how it meets your strategic goals. Then you can begin working with vendors (whether it’s a demo, free trial period, or something else).
It’s important that you define the important parts of the project management application before researching. This process can be as simple or as complex as you wish. For example, we work with firms that tell us… “We need a place to store all our clients’ projects and quickly setup recurring work while having a place for the team to quickly see what’s been assigned to them”.
So now we know that the top features this firm needs are client lists, recurring projects or tasks, and an easy-to-use application for their team. By having these baseline requirements, you can quickly research project management tool that integrates with Quickbooks in a more refined way, and come to a smart choice sooner.
Savvy small business owners understand that technology can help them streamline processes and manage their teams more effectively. But when it comes to project management tools, there are so many different apps and software options available it can be hard to decide on which one is right for your business.
Does Quickbooks have a built in project management tool?
QuickBooks has a built-in project management tool that allows you to track your employees’ time spent on various projects. The tool is built to plan how long future projects will take and more accurately bid on future projects.
The QuickBooks time tracking feature works on several platforms (mobile and desktop) which can be used by your employees, without giving them full access to your QuickBooks account. Time entries include complete audit trails for time entries so you can see when an entry was logged and who edited the entry.
Though the time entry system works well, is it the best solution for accounting firms? QuickBooks system calls itself a workflow solution but was really designed with payroll processing in mind. The main features touted by the program include a reduction of manual time entry by your payroll staff and the ability to schedule employee shifts.
Within the time tracking system, QuickBooks allows you to create a project with multiple tasks and assign the tasks to your team members. This sounds nice, but as an accountant, most of your projects are similar and require the same tasks to complete. The accounting part of QuickBooks was obviously built with accountants in mind, but the project management tool was built to appeal to all types of businesses. There are no premade templates for accounting-related projects in QuickBooks. You’ll have to spend the time upfront setting up your own workflows.
The system also lacks a dashboard that allows you to look at all of your projects at once, and it does not include a way to review all the tasks assigned to your team members.
Construction project management software that integrates with QuickBooks
BuildStar construction management software is an enterprise online solution for the construction industry in general. Template-driven, it can be adapted to different construction specialties.
The core functionality in BuildStar includes construction job cost estimating, bid management, change order management, and subcontractor and supplier management. The software also facilitates preparing reports and sharing information with customers.
If you already use QuickBooks, BuildStar offers the possibility to synchronize transactions and accounts to or from your general QuickBooks ledger.
Corecon is cloud construction software that claims to be “fully integrated” with all versions of QuickBooks: Pro, Premier, Enterprise, and Online.
Corecon is built for construction businesses that want help with estimating, accounting, and project management and are looking to automate some of their operations to make life simpler.
The software’s features include dashboards that help you analyze cost budget, contract, or loan amounts, labor hours, and equipment hours.
3. eConstruction from Epitome
eConstruct from Epitome is the company’s software package specifically for the construction industry.
Besides QuickBooks integration, it lets users manage quotations, subcontractors, contracts, logistics, document and CAD images, and plant maintenance. In particular, the software offers insights into cost variances from planned costs, cost-to-complete reporting to assess profitability of a job, and cash flow reporting by job, project, and range of projects. Material purchasing can be automated according to the stage reached in a project, with inventory control of all materials held across multiple locations.
Paskr is “all-in-one” construction management software that is designed to automate processes so you can spend less time in the office and more time actually, you know, building stuff. As part of that, the software can be integrated with QuickBooks.
In Paskr, you can pull accounting data from any point in the project using QuickBooks, as well as receive automatic updates of accounting and budgeting data once a job is set to “In Progress” within the software.
Through the software, you can also manage construction contacts, store all project plans in one place (including drawings and photos), and manage thousands of bid invitations.
With integrated construction estimating, accounting, project management, and customer relationship management, SmartContractor aims to help small and medium construction businesses be more efficient.
Indeed, the vendor’s benefit statements include both “Increase your profitability” and “Get done by 5:00 and enjoy life again.” The key to both of these is automation of different construction management tasks.
SmartContractor focuses on providing functionality specific to the construction business, and integrates with QuickBooks for general business accounting, including accounts receivable and payable, bank account reconciliation, payroll, check printing, and general ledger accounting.
6. UDA ConstructionSuite
Job estimating, scheduling, contract, specification, and document management all feature in the ConstructionSuite software application specifically designed for growing construction companies.
The software offers a setup wizard to start working rapidly with QuickBooks. The two-way import/export functions let users launch estimates, purchase orders, and invoices into QuickBooks, and manage costs and check profitability by using data from QuickBooks. Construction accounting power-users are likely to appreciate the sophistication available in ConstructionSuite’s QuickBooks integration.
Quickbooks is a great tool for small businesses. By using Quickbooks to track progress, control budget, and record your progress, you can keep your business running smoothly for many years to come. Quickbooks has helped thousands of small businesses succeed by providing them with a powerful set of tools that make it easy to manage their finances. Whether you’re an entrepreneur just starting out or a seasoned veteran in the world of business, Quickbooks will help you make smarter decisions about your money, so that you can focus on what matters—growing your business!