Merge the powerhouse project management tools of ConstructionSuite™ with QuickBooks' strengths in accounting to benefit from the most sophisticated accounting integration available for small to medium construction firms. Save time, eliminate double-entry, and avoid costly accounting errors with UDA QuickBooks Integration.
QuickBooks Integration Redefined
Unlike other software applications that claim to integrate with QuickBooks, UDA ConstructionSuite™ offers some of the most advanced and flexible options available. Instead of giving you static information to import into QuickBooks, UDA ConstructionSuite enables you to develop a customized Chart of Accounts, designate your accounting preferences, and utilize the tools you need to keep your construction accounting running smoothly. Easily launch estimates, invoices, and purchase orders into QuickBooks, and then import actual costs back into your estimate for a comprehensive overview of your company's profitability.
With UDA QuickBooks Integration, you can:
Set your integration preferences with the innovative QuickBooks Initial Setup Wizard.
Create a customized Chart of Accounts directly from your estimate.
Customize QuickBooks Integration options like Account Type, Item Type, Account Numbering, Account Structures, Item Structures, and Tax Classifications.
Launch QuickBooks Estimates, Invoices and Purchase Orders easily from your project estimate.
Take advantage of more flexible options to create Invoices and Purchase Orders such as filtering data by categories, subcategories, or vendors.
Import QuickBooks actuals back into your estimate to measure job profitability and estimate accuracy.
Account for retainage throughout your project and invoice for retainage at the end of the project.
Create, track, and manage AIA G702 and G703 forms using invoiced amounts obtained through QuickBooks Integration (Premier version and above).
Ensure that all vendors and subcontractors have valid Insurance, Licenses, or Bonds before you pay bills or write checks (Premier version and above).
View QuickBooks transactions, including Estimates, Invoices, Purchase Orders, Bills, and Payments directly from the ConstructionSuite™ interface with advanced Transaction Logging.
Utilize bi-directional contact synchronizations between ConstructionSuite™ and QuickBooks.
Import information from the UDA contact database into QuickBooks customer job information, bill to address, and contact information fields.
Manage Change Orders in QuickBooks as sub-jobs with their own estimates linked to the main customer:job for more accurate cost tracking (i.e. John Smith: Lot 14: Change Order 1).
New for 2007
UDA QuickBooks Integration now offers even more flexible construction accounting options designed to give you ultimate control. New features for the 2007 version include:
Dynamic Initial Setup Wizard which enables you to select between the Expense/Cost of Goods Sold or Work in Progress accounting methods, define your preferences for creating a Chart of Accounts, and set up expense and income accounts;
Bi-directional synchronization with UDA Estimating and the ConstructionNet™ Contact Management system;
User-defined leveling for accounts and items for increased control and flexibility;
Ability to import actual costs from QuickBooks and record all QuickBooks transactions;
More options for creating Estimates, Invoices, and Purchase Orders;
AIA Application for Payment system works seamlessly with invoiced amounts in QuickBooks (ConstructionSuite Premier version and above);
Insurance Tracking for vendors and subcontractors intercepts paying bills to unlicensed or uninsured resources (ConstructionSuite Premier version and above).
Multiple customer:job or development:project capabilities.
Advanced Change Order Management transfers change orders into QuickBooks as subjobs (Premier version and above).
Making Integration Work for You
As a fully integrated construction software system, UDA ConstructionSuite™ makes it easy to connect and repurpose your project management information throughout the various phases of construction. The advanced integration with QuickBooks not only leverages the power of UDA Estimating, but it also works seamlessly with the Change Order Management system, Application for Payment, Insurance Tracking, and ConstructionNet™ CRM to save you time and reduce costly errors. From estimating to scheduling to accounting to reporting, UDA ConstructionSuite has you covered.
Part of the Intuit Developer Network
 Since 2003, UDA Technologies has been a Premier member of the Intuit Developer Network, an exclusive community that gives members access to protected QuickBooks technology. This partnership allows engineers at UDA Technologies to develop advanced applications that offer seamless integration with the industry's most popular accounting software. Of the partnership, Mark Bercow, Vice President of the Intuit Developer Network, said, "We are thrilled that UDA Technologies is participating in the Intuit Developer Network and is enabling data sharing between UDA ConstructionSuite™ and the QuickBooks products. Our relationship with UDA Technologies will help us better meet the specific industry needs of our small business customers."
QuickBooks Experts are Just a Call Away
As a part of the continuing education for associates at UDA Technologies, many of the technical specialists have completed the QuickBooks ProAdvisor certification program. To become certified, candidates must demonstrate in-depth knowledge of QuickBooks solutions through completion of courses and exams. QuickBooks Integration Specialists and ProAdvisors at UDA serve in multifunctional roles throughout the company, assisting clients, training internal staff members, and working closely with the development team to ensure that UDA QuickBooks Integration offers the most powerful and relevant features to ConstructionSuite users.
Amplify your construction accounting with these other great components, available in ConstructionSuite Premier and above.
Create AIA G702 and G703 Applications for Payment:
Effortlessly generate industry-standard applications for payment. With dynamic integration between UDA Estimating and QuickBooks, you can automatically turn invoiced amounts into applications for payment that are ready to be printed on AIA G702 and G703 forms. As the most flexible payment application system available, UDA Application for Payment can generate payment applications from multiple QuickBooks invoices, keep a running total from previous project applications, and track retainages on work completed and materials stored.
Track Insurance, Licenses, and Bonds
Tracking insurance and other certificates for your construction projects is one of the best ways to reduce undue financial liability. With ConstructionSuite Premier and above, you can easily ensure that your vendors, subs, and others involved in your projects have valid certificates before paying bills inside QuickBooks. The advanced Insurance Tracking module enables you to create numerous certificates for Insurance, Licenses, or Bonds; set notifications of expiring certificates; and be warned of already-expired certificates before you pay the bills.
To get started with UDA QuickBooks Integration, you will need:
ConstructionSuite Pro, Premier, Corporate, or Network version, and
One of the following QuickBooks applications: QuickBooks Pro, QuickBooks Premier, QuickBooks Contractor, or QuickBooks Enterprise editions 2002 or later.
Not all ConstructionSuite versions include every feature described above. Refer to the Compare Versions web page to view a comprehensive list of features included in each version of ConstructionSuite. Microsoft Office, Microsoft Project, and QuickBooks are not included with ConstructionSuite. ConstructionSuite and ConstructionNet are trademarks of UDA Technologies, Inc.
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