![]() Invoicing- If you’re not already using invoicing with QuickBooks, definitely let your project management solution manage your invoices for you. Also, look for included Kanban boards that are intuitive and easy on the eyes. If not, you’ll end up paying extra for monthly licenses. While platforms like Asana are popular for task management alone, make sure that whatever QuickBooks project management integration you use also has the other components on this list. Perhaps the most glorified feature of any project management solution, task management is just what it sounds like– it’s how everyone on the team knows what they’re responsible for, when it’s due, and any information needed to complete tasks. With adept dashboards and reporting, you’ll be able to garner insights from successes and failures in the past and adjust accordingly to stay profitable. And finally, real-time reporting and dashboards should not be an afterthought– this is how you actually learn where your project stands at any given time based on data. You can customize these to ping you when a particular milestone is hit or when budget gets to a certain point, based on the contract parameters. One of the key features to help you keep things on track are alerts: the project management solution should let you easily set up automated alerts. Obviously, your QuickBooks project management integration should have awesome project management capabilities! That means that the solution must provide everything you need to plan, budget, and track your projects. Construction and architectural firms are good candidates. With this feature, time will automatically be tracked to the corresponding project whenever a team member goes to bill time at a physical place. GPS- This isn’t necessarily a must-have feature for time tracking, but if your industry requires people going to and from multiple locations, GPS time tracking can really be a boon to efficiency.Mobile app- Again, no matter where anybody is or what they’re working on, having a mobile app to track time will make sure that all billable hours are accounted for.Browser extension- No matter where your team is working, they can track time with just a click if the time tracking solution has a browser extension. ![]() ![]() You want to make time tracking as simple as possible for your team, so going with a solution that offers the following industry-best features can do just that: your contracts, your task management, etc. Any solid project management integration with QuickBooks should offer you a time tracking feature that is linked to your other project data, i.e. This way, you can reuse old contracts when clients decide to do another project with you, and you can also replicate past contracts with new clients to make everything easier.Ī surefire way to lose money on your projects is to let your time tracking fall by the wayside. And to save major time, get a solution that offers contract templates. For professional services especially, it’s important that your QuickBooks project management integration offers different contract types: time-and-material, fixed price, recurring, and installment payments. Getting an outside contract management solution that’s separate from your project management can get expensive not to mention, it doesn’t make sense not to have your contract parameters connected to what’s happening in the project lifecycle. ![]() Contract managementĪll projects begin and end with what’s in the contract, making it vital that your project management solution includes contract management under its digital umbrella. Here’s what to look for if you want the best project management integration for QuickBooks. Project management software will help you manage the moving parts of your project, but a project management integration for QuickBooks will help you take things up a notch by way of efficiency and even profitability. This way, you can have more visibility, transparency, and you can even make sure you get paid faster. Then it only makes sense to use a project management solution that integrates with QuickBooks. Using QuickBooks to manage your financial backend? ![]()
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