How to Integrate ECI Bolt with QuickBooks?

The construction industry utilizes various tools and digital applications, with project management and scheduling tools standing out as the most crucial. While choosing an appropriate project management solution, organizations focus on the presence of a few key features. Among these, the ability to accurately estimate costs and quantify materials consistently ranks high on the list of essential functionalities. Essentially referred to as takeoff, these tools help users measure and quantify materials and labor needed for a project from blueprints or digital drawings. ECI Bolt is a comprehensive project management platform that incorporates robust takeoff abilities. Its key capabilities include:

• Effortlessly generate builder purchase orders (POs) and modify schedules in real-time.
• Accurately monitor time allocated to each job for precise billing and payroll administration.
• Manage job details and schedules from smartphones or tablets, even in low or no connectivity areas.
• Centralize all project documents, including plans, work orders, photos, and material pull sheets for easy access.
• Stay informed on job progress with immediate updates, minimizing the need for frequent site visits.
• Strengthen team communication through real-time notifications and updates.
• Create accurate profit and loss statements to support informed financial decision-making.

Additionally, ECI Bolt also supports integration with a number of third-party applications, including the widely used accounting software, QuickBooks. The following sections of the blog will focus on the advantages of integrating ECI Bolt with QuickBooks followed by the steps to create the connection.

Benefits of Integrating ECI Bolt with QuickBooks

The following points highlight the advantages of integrating ECI Bolt with QuickBooks.

• Automate invoicing and job creation in QuickBooks directly from Bolt, significantly reducing manual data entry and minimizing errors.
• Sync job costs seamlessly between Bolt and QuickBooks, ensuring accurate tracking of expenses and a clear view of project profitability.
• Save time by automating repetitive financial tasks, allowing your team to concentrate on more critical business functions.
• Keep financial data current across both platforms with real-time synchronization, enhancing decision-making and financial planning.
• Generate and dispatch invoices promptly to facilitate faster payment cycles, improving cash flow management.
• Access detailed financial reports that integrate data from both Bolt and QuickBooks, offering a comprehensive overview of your business’s financial health.
• Link project schedules to financial data, enabling real-time monitoring of project progress and associated costs.
• Enhance stakeholder communication by providing up-to-date financial and project information, thereby reducing miscommunication and potential delays.
• Accommodate growth with an integration that effectively manages increased data and complexity, ensuring that your financial management processes remain efficient and effective.

How to Integrate ECI Bolt with QuickBooks?

The following method outlines the steps to integrate ECI Bolt with QuickBooks Desktop Enterprise and does not apply to the QuickBooks Online version of the accounting software. To integrate with QuickBooks, ensure that the QuickBooks user is an administrator in single sign-on mode.

1. Sign in to your Bolt account.
2. Navigate to Settings > QuickBooks.
3. Select QuickBooks Enterprise as the Source.
4. Keep the Application Name unchanged. Choose the options: Preview Invoice and Invoice Floorplan Options.
5. Select yourself as the QuickBooks User.
6. The fields for Invoice Template, Memo Template, and Product Description Template can be adjusted as needed later.
7. Add a level based on your QuickBooks job organization.
8. Click on Update QuickBooks Config.
9. Select the profile icon near the Settings menu, then click on the bouncing green QuickBooks logo.
10. A QuickBooks Connection pop-up will appear. Click on the configuration file once and wait for the download to complete.
11. Open the downloaded file to launch the setup wizard. Click OK.
12. Open QuickBooks. A QuickBooks – Application Certificate window will appear. Choose Yes for the prompt “Whenever this QuickBooks company file is open,” then click Continue.
13. You will receive an Access Confirmation notification. Confirm and select Done.
14. Open the web connector by navigating to File > App Management.
15. Check the box next to the Bolt Application. Enter your Bolt password in the password field and select Update Selected.
16. Repeat the steps above to download the configuration file for each Bolt user who has QuickBooks installed on their computer.

Reach Out to Apps4Rent for Seamless QuickBooks Integrations

Integrating your ECI Bolt platform with QuickBooks can significantly enhance your operational efficiency by minimizing errors and streamlining processes. While the integration process may appear straightforward, it often involves careful setup and troubleshooting to ensure everything functions seamlessly. By partnering with Apps4Rent for your QuickBooks integration, you can rely on our skilled technicians to expertly manage the process, ensuring your platforms are perfectly aligned.

As an Intuit Authorized Hosting Provider, Apps4Rent delivers top tier QuickBooks hosting services. Our solutions are hosted in SSAE 16 certified data centers, guaranteeing robust data security and encryption standards. Connect with us via chat, email, or phone to discover how we can help your organization achieve its next goals. With over 20 years of industry experience, our dedicated support team is available around the clock to assist you with any cloud computing inquiries.