IPM/CRM Component

Sync Details

ERP Component

Accounts identified as Customers

Accounts identified as Vendors

Items with UOM and Price

Jobs

Tasks

Cost Types

Job Budget Detail

Resource Groups

Resources

Purchase Invoices

Subcontract Invoices

Timesheet Entries

Progress Billing Invoices

2 Way Sync

2 Way Sync

1 Way from QuickBooks to IPM

2 Way Sync

Not Required

Not Required

N/A

N/A

N/A

1 Way Sync to Quickbooks

1 Way Sync to Quickbooks

1 Way Sync to Quickbooks

1 Way Sync to Quickbooks

Customers

Vendors

Items

Jobs

IPM Task Codes equate to GL Accounts in Quickbooks

Cost Types are used for reporting only in IPM

N/A

N/A

N/A

AP Invoices

AP Invoices

Job Resource Journal

AR Invoices