How to Integrate PlanSwift with QuickBooks?

Unlike the average individual, individuals working in construction and engineering fields know the true importance of quantity takeoff (QTO) software. In fact, people not in construction or engineering-related organizations are unlikely to understand what the term even means. Quantity takeoff, more commonly just takeoff, refers to the detailed measurement of the materials and labor required to complete a construction project efficiently. A decent construction management software generally includes a QTO feature or tool to simplify creating takeoffs or estimates. PlanSwift is a robust construction management software with comprehensive takeoff capabilities, streamlining the estimating and project management process for construction professionals.

The platform helps estimators measure and mark up their plans on their devices, allowing them to quickly calculate the quantities of labor and materials needed for a project. Some of PlanSwift’s key features include:

• Drag and Drop Interface: Users can drag and drop materials and labor assemblies onto the takeoff items section, simplifying the process and making it more intuitive.
• Customization: The platform can be tailored to specific trades like general contracting, electrical, HVAC, or plumbing.
• User-Interface: PlanSwift has a straightforward user interface with customizable toolbars and themes, among other features.
• Takeoff and Estimating: Users can perform digital takeoffs by clicking on the plans to measure areas, lengths, and counts. This helps in generating accurate labor and material estimates.

PlanSwift also supports integration with several third-party applications, including QuickBooks, the widely used accounting software. The following sections of this blog will focus on the steps to integrate the two platforms and the benefits of doing so.

Advantages of Integrating PlanSwift with QuickBooks

Listed below are the major reasons why users choose to integrate PlanSwift with reliable accounting software.

• Streamlined Data Transfer: Allows users to seamlessly export data from PlanSwift directly to QuickBooks, reducing manual entries.
• Accurate Financial Management: Create precise invoices, estimates, and purchase orders directly from PlanSwift data, ensuring consistency. Additionally, the automated data transfer eliminates the potential for manual data entry errors.
• Time Efficiency: The automation also helps save time and presents users with maintained, organized, and current information.
• Better Collaboration: Linking construction estimates with QuickBooks enables project managers and accountants to seamlessly collaborate without any back and forth.
• Improved Vendor Management: Organizations can easily generate purchase orders based on PlanSwift estimates, enhancing vendor tracking and relationships.

How to Integrate PlanSwift with QuickBooks?

Integrating the two platforms allows construction and engineering organizations to streamline their financial operations by directly transferring estimating data into QuickBooks for invoices, estimates, purchase orders, and generic item lists. Note that the steps listed are only for the Pro, Premier, and Enterprise versions of QuickBooks Desktop. Below are the steps for creating invoices, estimates, and purchase orders using PlanSwift data in QuickBooks.

• Integrating PlanSwift Items to Invoices

To create a QuickBooks invoice using PlanSwift data:

1. Open QuickBooks and select your company file.
2. In PlanSwift, open the project for which you want to create an invoice.
3. Navigate to the Estimating tab and select the relevant items.
4. Click the Invoice icon in the QuickBooks group of the ribbon bar.
5. In the Invoice window, fill out the required fields.
6. Click Send to create the invoice. Verify the transfer in the Activity Log and close the window.
7. In QuickBooks, navigate to Customers > Transactions > Invoices, and select the customer to view the generated invoice.

• Integrating PlanSwift Items to Estimates

To create a QuickBooks estimate from PlanSwift:

1. Open QuickBooks and select your company.
2. Open the relevant project in PlanSwift.
3. In the Estimating tab, select the items to include in the estimate.
4. Click the Estimate icon in the QuickBooks group.
5. In the Estimate window, fill in the necessary details.
6. Click Send to create the estimate. Confirm the success in the Activity Log.
7. In QuickBooks, go to Customers > Transactions > Estimates to verify and review the estimate.

• Integrating PlanSwift Items to Purchase Orders

To create a QuickBooks purchase order from PlanSwift:

1. Open QuickBooks and select your company.
2. In PlanSwift, open the project requiring a purchase order.
3. Navigate to the Estimating tab and select the items to include in the purchase order.
4. Click the Purchase Order icon in the QuickBooks group.
5. In the Purchase Order window, fill out the fields.
6. Click Send to complete the transfer. The status will be displayed in the Activity Log.
7. In QuickBooks, go to Vendors > Transactions > Purchase Orders to verify the newly created purchase order.

Connect With Apps4Rent for Simplified QuickBooks Integrations

Streamline your workflows and eliminate the complexities of integrating PlanSwift with QuickBooks by partnering with Apps4Rent. Our expert team ensures a seamless and efficient integration process, allowing you to focus on core business activities while we handle the technical aspects. As an Intuit Authorized Hosting Provider, Apps4Rent provides QuickBooks hosting and tailored integration solutions with an in-depth knowledge.

Contact our QuickBooks experts today to get in-depth guidance on how to integrate PlanSwift with QuickBooks.