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Warning

This Plugin is not compatible with PlanSwift 11.

Overview

The PlanSwift Integration to QuickBooks Plugin allows you to export selected estimating items from PlanSwift to Intuit® QuickBooks™ Desktop Pro, Premier, or Enterprise.

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How To Use the Integration to QuickBooks Plugin


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First, you'll need to download and install your Plugin, see: Downloading, Installing, and Uninstalling a Plugin or Starter Pack

Once your new Plugin is installed, follow the steps below to use it.

We encourage you to purchase a training package for accelerated learning and faster customization, see: https://www.planswift.com/support/personalized-training/ for details on scheduling training.



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How to Integrate PlanSwift items to Invoices

The purpose of the Invoices function is to create a QuickBooks invoice from PlanSwift data. Follow the procedure below to create an invoice in QuickBooks from PlanSwift.

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Answer: PlanSwift recommends that you purchase a training package. We highly recommend new users purchase a training package, because training is customized to each user. We offer one-on-one training and classroom training. Contact training@PlanSwift.com or at 1-888-752-6794 Ext. 4 PlanSwift® Training Department Training-ops@ConstructConnect.com.

 

Question: Will this work with the online version of QuickBooks? 

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PlanSwift® Training Department training@PlanSwiftTraining-ops@ConstructConnect.com1-888-752-6794 ext. 4