| 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.
...
How To Use the Integration to QuickBooks Plugin
| Info | ||
|---|---|---|
| ||
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. |
| Table of Contents | ||||
|---|---|---|---|---|
|
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.
...
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?
...
PlanSwift® Training Department training@PlanSwiftTraining-ops@ConstructConnect.com1-888-752-6794 ext. 4