Estimating Software That Integrates With Quickbooks

Estimating Software That Integrates With Quickbooks has its own benefits, by using them you can prepare estimates of the project managers. You can also generate reports which helps to make up a budget with complete costs and resources.

In this guide, we review the aspects of Estimating Software That Integrates With Quickbooks, Which software is used for preparing the detailed estimate, and how to use quickbooks estimates.

Estimating Software That Integrates With Quickbooks

Quickbooks is a popular accounting software solution, which means that it has an ecosystem of third-party applications that can improve its functionality. You may already know about Quickbooks’ built-in solutions, but did you know that you can also write your own code or integrate with a third-party application? In this blog post, we’ll explain the steps for integrating your accounting software with Quickbooks and why they might be useful for you.

Quickbooks provides a large number of software solutions that can improve the work your accounting staff does.

Quickbooks provides a large number of software solutions that can improve the work your accounting staff does. One of the benefits of Quickbooks is that it’s an industry standard, so if you want to integrate with your current Quickbooks environment, there are a number of ways to do it.

You might have heard about some popular applications that integrate with Quickbooks, like Xero or FreshBooks. These are third party solutions that write code and use APIs (application programming interfaces) to communicate with the accounting software.

Quickbooks has its own built-in applications as well—utilizing these will make it easier for you to create seamless integrations with the programs your business uses every day. While these may not be as advanced as third party apps, they’ll still help improve efficiency and accuracy while reducing costs overall

You can choose to use Quickbooks’ built-in software instead of writing your own code.

If you’re using Quickbooks, you can choose to use Quickbooks’ built-in software instead of writing your own code.

Quickbooks has a large number of software solutions that can improve the work your accounting staff does. The two most popular are:

  • Intuit Marketplace Solutions (IMS)
  • QuickBooks Services

Writing your own code might help you decide what exactly you need from Quickbooks or simplify how you use it.

While Quickbooks APIs are great, they don’t give you the flexibility to integrate with any piece of software. They also don’t let you write your own code for integration. For example, if I wanted to integrate accounting data from Quickbooks with a third-party project management app like Trello or Asana, I have to go through the tedious process of setting up a new connection in both systems.

If you’re willing to write some code yourself, there are ways around this problem: if you understand how APIs work and have an idea about what exactly it is that Quickbooks can do for your project, writing your own code might help you decide what exactly you need from Quickbooks or simplify how you use it.

If you want to integrate with a third-party application, Quickbooks has APIs for a wide range of software.

If you want to integrate with a third-party application, Quickbooks has APIs for a wide range of software. An API is an acronym for Application Programming Interface, which is basically how different applications communicate with each other.

There are two main reasons why integrations are beneficial:

  • They allow your team members to focus on their strengths. If one person is better at sales and marketing, it doesn’t make sense for them to spend all day double-checking inventory numbers or reconciling accounts receivable in Quickbooks. Integrations allow you to use what you’re best at in order to maximize productivity—and that can help boost profits by freeing up employees’ time so they can do more revenue-generating work.
  • They keep your data safe and secure on your own servers instead of someone else’s servers (like those belonging to Intuit). For example, if an employee leaves the company but forgets their password before they leave (which happens all the time), then someone else could access this information without needing a password at all!

The steps for integrating with Quickbooks are slightly different for each type of solution, but the general process is similar.

The steps for integrating with Quickbooks are slightly different for each type of solution, but the general process is similar. You’ll need to:

  • Import the Quickbooks API into your software. The API is a set of scripts that allow you to interact with Quickbooks using an application programming interface (API). The API allows you to retrieve data from Quickbooks and send it to your software, as well as create and update records in Quickbooks from within your own product.
  • Set up a connection between your software and your copy of QuickBooks Online or Desktop Pro by using either OAuth authentication or Single Sign-On (SSO). Once these connections are set up, they function similarly across all integrations; however, the specific instructions vary depending on which option you choose. For more information on these methods see Integrating With OAuth Authentication and Integrating With SSO below.* Use the API’s getopeninvoice method to retrieve invoices from any open invoice due dates stored in QuickBooks Online or Desktop Pro.* Use other methods included in our SDKs if needed: For example, if there’s something specific about one invoice that needs attention (like changing its status), use getopeninvoice—into which we’ve built extra functionality like updating status codes—to do so

How do I integrate my accounting software with Quickbooks?

There are a couple of ways to integrate your accounting software with Quickbooks, which is the most popular small business accounting software out there.

  • You can import data from Quickbooks into your accounting system and export data from your account to Quickbooks. This option may be good for companies that need to consolidate their financial reporting across multiple systems.
  • If you want to go all in on Quickbook’s API (application programming interface) then you can use a third-party application to connect them both together.

Which software is used for preparing the detailed estimate

Construction businesses are in a unique position when it comes to serving customers and clients. Not only do these small businesses need to deliver on the end result, but they must also paint an accurate picture of what’s to come. In the earliest stages of ideation and project conception, estimating plays a critical role.

Estimates help construction businesses deliver a realistic projection of the method and delivery of a new project. Since manual estimations can be time-consuming and tedious, estimating software saves valuable time and resources. 

Fortunately, there is no shortage of estimating software in the construction industry. In this guide, we’ll recommend our top choices to help your business estimate with ease.

What is Estimating Software?

Estimating software is a type of computer program that helps contractors and businesses automate the estimation process to bid on specific projects.  

Traditional methods of writing estimates involve paper copies, spreadsheets, and manual calculations. Several types of businesses use estimates to pitch new projects to clients.

During the estimating process, business owners share information about labor costs, materials, timelines, and delivery deadlines. Estimating software replaces previous manual processes and calculations and allows business owners to streamline the bidding process using intuitive software tools.

Advantages to Using Estimating Software

While some small businesses might hold fast to traditional methods, there are noteworthy advantages to using estimating software. In a construction company, the benefits can make a big difference in winning new contracts.

The Best Estimating Software for Construction Projects

Fortunately, construction estimation software is now widely accessible. Most specialized solutions are generally affordable, with some options even being free to use up to a certain amount. Other choices offer custom pricing for businesses that have unique needs.

If you run a construction business and aren’t sure which option is right for you, we’ve narrowed down the list to 10 choices that provide advanced features for generating professional estimates.

1. FreshBooks

FreshBooks is a smart choice for construction estimation software, with small business users in over 120 countries around the world. Although FreshBooks is also a comprehensive accounting software system, the estimation features are integral for construction companies.

With FreshBooks, small business users can:

Construction professionals need estimating software that’s user-friendly, flexible, and unique. FreshBooks offers these characteristics and so much more.

2. STACK

STACK is a construction estimating and takeoff software tool for businesses of any size. Construction takeoff is the ability to calculate how much material is needed to complete any given job. STACK users benefit from this feature in addition to robust, cloud-based options for completing and sending new estimates.

STACK also caters to many different types of construction businesses and customers. This includes subcontractors, general contractors, home builders, and suppliers. The ability to calculate so many metrics from a variety of different angles makes this software an impressive choice.

3. ProEST

ProEST is one of the leading estimating and cloud-based takeoff software solutions throughout the global construction market. The focus of this tool is on project management. As a result, ProEST offers an array of flexible and powerful integrations to make the entire business cycle that much more streamlined.

ProEST also offers a library of construction estimating resources to help business owners improve this aspect of their business. From corporate planning, to profit margins, to resource management, ProEST encourages users to see the manner in which good estimating tactics can influence and change the course of an entire business model.

4. Esticom

Esticom is another cloud-based construction takeoff and estimating platform. Esticom’s features promote real-time access to business metrics and an up-to-date look at new bids or projects. The focus is on removing reliance on paper business plans and tedious Excel spreadsheets, since both of these elements can hinder productivity.

Esticom serves all types of construction contractors and small businesses. This includes painters, HVAC specialists, electricians, and plumbers.

5. Builder Trend

Builder Trend is an estimating software tool that caters to home builders, renovators, and remodelers. These professionals have unique needs when it comes to construction projects, including knowing the square footage and age of a property as it relates to demolition and structural improvements.

Builder Trend’s pre-sales suite is where the estimating software lives. Within this set of tools, users can quickly manage leads, bid on new home projects, manage email marketing campaigns, and participate in business partnerships. 

6. Contractor Foreman

Contractor Foreman is an affordable solution for small business contractors who need an easy-to-use platform for managing construction projects. Contractor Foreman offers a free 30-day trial, followed by plans that begin as low as $49/month (a lower amount than most comparable services).

This platform offers over 30 features and integrations, including the ability to create and send professional estimates. A helpful knowledge base and customer support team make it easy to get up and running when using this software for the first time. 

7. Projul

Projul is a software company that’s committed to making the construction business more simple. The platform and user interface are designed especially for small businesses and companies that have less than 50 employees.

Users can create fast and accurate project proposals, with the ability to copy and duplicate to save time. Projul also helps businesses hide markup costs from potential clients and customers.

8. Clear Estimates

If you’re looking for a platform that specializes in estimates only (rather than having a long list of extra features), Clear Estimates is a good pick. With plans that begin at $59/month without a contract, it’s also an affordable choice for small-scale contractors.

One major benefit of Clear Estimates is that it uses data from RemodelMAX to generate costs of supplies and materials based on geographic location. The wide range of available data means that customers can get the most accurate estimate based on where they live.

how to use quickbooks estimates

Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but instead of charging your customer, you’re giving them information on your proposal and their costs. Then, when the work is done and you’re ready to invoice your customer, you can convert the estimate to an invoice so you don’t have to enter it twice.

Create an estimate when you want to give your customer a quote, bid, or proposal for work you plan to do. The form looks similar to an invoice, but instead of charging your customer, you’re giving them information on your proposal and their costs. Then, when the work is done and you’re ready to invoice your customer, you can convert the estimate to an invoice so you don’t have to enter it twice.

Now that you understand which version of estimates and invoices you have, here’s how to create a new estimate and convert it to an invoice:

Create an estimate and convert it to an invoice with the old experience

Step 1: Create an estimate

Step 2: Update an estimate’s status

When your customer accepts the work, or decides they don’t want to continue, update the estimate’s status. This keeps your accounts accurate and up-to-date:

Tip: Estimates are non-posting transactions. They won’t affect your books until you convert the estimate to an invoice.

Step 3: Convert an estimate to an invoice

Convert the estimate to an invoice so you can bill your customer:

Add an estimate to an existing invoice

Instead of converting estimates, you can also add them to existing invoices:

Tip: If you have more than one open estimate for a customer, you can add them all at once. However, your customer may prefer separate invoices for each one.

Review open estimates

You can also run a report to get more details:

This gives you the customer name, the estimate number, the status, and the invoice number, if it’s been converted.

Delete an estimate

If a client decides they don’t want you to do work anymore, it’s better to update the estimate status to “Closed” rather than delete it. (See Step 2: Update an estimate’s status.) This keeps the record on your accounts for good bookkeeping. But if you created an estimate by mistake, you can simply delete it:

Create an estimate and convert it to an invoice with the new experience

Step 1: Create an estimate

To watch more how-to videos, visit our video section.

As you’re creating an estimate, you can customize it to display only what you want your customer to see. Here’s how to create and customize a new estimate:

Step 2: Update an estimate’s status

When you email your customer an estimate and they accept or decline the estimate directly from the email, QuickBooks automatically updates the status of the estimate for you.

Or, here’s how to manually update the status of the estimate:

Tip: Estimates are non-posting transactions. They won’t affect your books until you convert the estimate to an invoice.

Step 3: Convert an estimate to an invoice

Review open estimates

You can also run a report to get more details:

This gives you the customer name, the estimate number, the status, and the invoice number if it’s been converted.

Leave a Comment

4 + 3 =