QuickBooks Online Projects is a new feature that helps you track the performance of your projects. You can track all the moving pieces such as transactions, labor time and cost, and other expense.
The reports included help you view multiple projects simultaneously, measure their profitability, and make business decisions accordingly. This sounds great, but how do you reconcile your numbers within Projects?
How You Can Use Connex to Reconcile Your Accounting in QuickBooks Online Projects?
QuickBooks Online supports job costing where you can track income and expenses to see the profitability of a job. If you ran a computer coding training event and sold $20 worth of tickets, you could record expenses related to the event and see how profitable the event became for you. In this example, orders totaled $20 with $9 of expenses:
Connex can associate incoming sales with projects.
QuickBooks projects are QuickBooks customers that have a field called is project set to true. Here is a customer search:
As long as a field on the incoming order matches the QuickBooks project, then Connex will match it like a regular customer. Projects look like Parent Customer:Project name. Just specify the project name on your order. Our solution will assign the parent customer. In this example, just send Robin Project:
If you set the order billing company to the project name, Connex can automatically match it. Login to Connex. Click manage next to your connection. Expand customer and choose company name as the customer match.
Connex can help you keep track of all the different fields in QuickBooks Online Projects to make sure that all your numbers match up right away.
Is Connex the Right Tool for You to Manage Your Projects?
We know that choosing the right tools for your accouting is essential for the growth of your business.
Most of our customers sell on multiple ecommerce channels, such as Woocommerce, Shopify, Magento, and Amazon, just to name a few.
Why Our Customers Chose Sync with Connex
Automatically sync online sales & inventory to QuickBooks Desktop or Online
You don’t have to spend your resources manually entering sales, inventory, and customers into your website and QuickBooks accounts.
Recommended by Intuit itself, Connex for QuickBooks will give you peace of mind that your inventory will be updated, and you will be free of the frustration of oversells and missed items.
When your inventory is up-to-date, you can achieve higher customer satisfaction, leading to more positive reviews, and increased sales.
Connex also integrates QuickBooks with all major ecommerce platforms such as Woocommerce, Shopify, Magento, Amazon and ecommerce shipping solutions such as Shipworks, Ordoro and Shipping Easy.
Taxes made simple
Use Connex to automatically track the incumbent tax of every single sale. Improve compliance and reduce human error.
100% US based support
Enjoy the easy of working with a company based in the US that understands your needs, cares about your business, and knows QuickBooks inside and out.
How can you decide whether Connex is right for your business?
-Full functionality for 14 days
-Sync up to 500 sales to QuickBooks Desktop or Online
-Complimentary email/chat/phone support during your free trial
Are you unsure whether Connex is right for your business?