The example below shows data objects synchronised between your project management and Accounting/ ERP software
MODULE |
Autodesk Build | ERP SYNC | QuickBooks Desktop | |
CORE | Companies | ⇒ | ⇐ | Vendors |
CORE | Projects | ⇒ | ⇐ | Customer (Projects) |
CORE | Budget Segments Values | ⇒ | ⇐ | Service Items, Classes |
CORE | Budgets | ⇒ | ⇐ | Estimates |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | Purchase Orders |
AP | Cost Payment Application | ⇒ | ⇐ | Bills |
AP | Subcontracts Payments | ⇐ | Bills without PO’s. Checks, Credit Card Transactions | |
AR | Budget Payment Application | ⇒ | ⇐ | Invoices |
Notes: As a best practise, we ask you pick one direction for data type. We can add remove data types, and change sync direction as shown.