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CoreconLink for Intuit QuickBooks




Whether you use QuickBooks Desktop or QuickBooks Online, Corecon has you covered in terms of integration. Project financials entered in Corecon such as Bills, Sub Invoices, Prime Invoices and Timecards can be easily exported to either version.

Compatibility:


QuickBooks Online
  • US
  • Canada
  • United Kingdom
  • Australia
  • India
QuickBooks Pro, Premier and Enterprise
  • US
  • Canada
  • United Kingdom

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The CoreconLink utility transfers information from Corecon to QuickBooks Desktop and Online editions. Below is an overview on the points of integration.


Corecon Feature Transfer Method QuickBooks Feature
 
Startup Phase
 
Companies Customers
Vendors
  Import, Export and Sync  
 
Employees Employees
  Import, Export and Sync  
 
Project Setup Phase
 
Projects Jobs
  Export  
 
Project Transactions: Accounts Payable
 
Bills Bills
Credit Card
Check
  Export  
 
Sub Invoices Bills
Credit Card
Check
  Export  
 
Employee Misc. Expenses Credit Card
Check
  Export  
 
Project Transactions: Accounts Receivable
 
Prime Invoices Invoices
  Export  
 
Project Transactions: Labor Timecards
 
Labor Timecards Time Tracking
  Export  
 
  • Eliminates Duplicate Data Entry
  • Use QuickBooks for general accounting functions and Corecon for job costing
  • Import/Export/Synchronize Customers, Vendors and Employees
  • Setup QuickBooks Jobs using Corecon Project data
  • Export Corecon Bills, Sub Invoices and Miscellaneous Expenses to QuickBooks' Bills, Credit Card or Check feature
  • Export Corecon Progress Invoices to QuickBooks' Invoice feature
  • Export Corecon Timecards to QuickBooks Time Tracking feature

Is the QuickBooks Desktop and Online integration the same?

Yes


What versions of QuickBooks Desktop are supported?

2014 - 2017 Pro, Premier, Enterprise


Is their a CoreconLink for QuickBooks MAC edition?

No


What operating systems are supported?

The CoreconLink for QuickBooks Desktop can only be installed on Windows 8 or 10 operating systems. However, there are no operating system requirements for linking with QuickBooks Online since this is managed via a web browser.


Can I install the CoreconLink for QuickBooks Desktop utility on multiple computers?

Yes. For example, if different staff handle accounts payable, accounts receivable and payroll then the CoreconLink for QuickBooks Desktop could be installed on multiple workstations.


How should QuickBooks be setup so that it links with Corecon?

All project financials are entered in Corecon and are then sent to QuickBooks. In a nutshell, Corecon will provide the job cost reporting and QuickBooks will perform the general accounting functions. When financials are sent from Corecon to QuickBooks, the Corecon Job Cost Code will be replaced with the QuickBooks Service Item which will then hit the GL Expense or Income Chart of Account.

Below is a recommendation on setting up Service Items in QuickBooks. These items represent the type of work and do not incorporate any reference to Material, Labor, Equipment, Sub, and Other since Corecon will inherently track financials by resource type in addition to job cost code.

 


Should I use an industry standard classification system for my QuickBooks Service Item list?

When using QuickBooks' setup wizard to create a new accounting file or database, there are no options available for contractors to setup Service Items based on an industry classification structure such as CSI 95, CSI 2016 or NAHB. Although this would be beneficial since using industry standards is generally a good practice, Corecon does NOT require any particular coding structure. Corecon understands that every company is unique and that they may require their own set of custom codes.


Can I use Classes in QuickBooks?

The CoreconLink for QuickBooks Desktop supports Classes. However, these types of items should represent something other than cost code (e.g. concrete, mechancial, electrical). A good example of using classes would be for classifications such as office (e.g. Chicago, Kansas City, Los Angeles) or division (e.g. southwest, midwest, northeast etc.)


How is Retention or Holdbacks tracked in Corecon and how does that affect QuickBooks?

Corecon tracks retention or holdbacks for both Prime Contract Invoices (AR) and Subcontract Invoices (AP). In addition, the CoreconLink for QuickBooks has options to either remove or include the retainage amount when exporting transactions. In either case, the net invoice amount will be the same. It just affects how the transaction details are exported.