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Level 1

Bridging gap created during migration from QBO to QBES

I am actively looking for a solution to a gap in workflow that will soon be created in our process as the company migrates from QBO to QBES. Currently, our field teams use the mobile app on iPads to convert estimates into invoices, change verbiage to match work completed and attach photos to be sent with the invoice. With the change to the Enterprise addition of QB it is not going to make financial sense to purchase extra licensing for this process to continue in the same manner. Does anyone have ideas how to make this transition in a smooth manner through the use of a 3rd party application or some other medium that will accomplish the goal and create the same outcome? 

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QuickBooks Team

Bridging gap created during migration from QBO to QBES

Hello, bmiller0627. 

 

Thank you for choosing QuickBooks as your accounting software. The QuickBooks Online and QuickBooks Self-Employed they have a different platform. In QuickBooks Self-Employed is designed to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C. 

 

Regarding the third-party app, I can't specifically recommend which kind of app to use. However, there are a lot of apps that integrate and allow to import data into QuickBooks. In the meantime, you'll want to visit our QuickBooks Apps Store to view which apps integrate into QuickBooks.  

 

Should you need anything else, click the Reply button below. Just mention my name, and I'll get back to you. Have a great day!

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Level 14

Bridging gap created during migration from QBO to QBES

@bmiller0627 

What kind of business do you run? Do you have any 3rd party app integrating with your QB Online now?

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Level 1

Bridging gap created during migration from QBO to QBES

Our company is a construction company. That said our bread and butter is more specifically doing closing repairs and working with realtors through the process. Currently, we use T Sheets for our employee time cards and that is it as far as I know. There is also a home repairs division and a remodeling division of the company, but it is mainly the closing repairs division of the company that has had the access to change estimates to invoices and add pics. 

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Level 14

Bridging gap created during migration from QBO to QBES

Explore this app

https://www. knowify.com/contractor-business-software?advisor=Advisor16374

 

It supports QB Online, QB Desktop, and Tsheets.

 

If you wish migrating to QBD Enterprise, you may purchase the license thru a partner to get a perpetual discount for renewal.

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