There are certain activities that we strongly recommend doing in either Knowify or QuickBooks Online. For the most part however, you’re free to work wherever you and your team are most comfortable. Below is a quick summary of our suggestions:
QuickBooks Online
Manage all of your standard accounting in QBO. Any financial reports that are not job-specific, cash flow reporting, tax prep, and managing your chart of accounts should all be handled in QuickBooks.
Knowify
Knowify is a complete solution for project management and service management, so any jobs your construction business takes on should be run here. Typically, we encourage users to manage their accounts payable and receivable within Knowify when they are project related. This ensures the least amount of work associating costs with the correct phase and category of a project, which is crucial for accurate job costing. Invoicing or progress billing should always be done through Knowify as well – Knowify has streamlined invoicing that automatically accounts for the project contract, change orders, and work performed. Team and project management tools like time tracking, assigning tasks, and job cost reporting should always be performed in Knowify.