Integrations

Quickbooks Payments Integration

• How to track credit card processing fees in QuickBooks
• How to add surcharges to an invoice
• How to activate your free integration to QuickBooks Payments

QuickBooks Online

• How to Import a QB Project into Knowify
• How to use QuickBooks products and services with Knowify
• What versions of QuickBooks Online integrate with Knowify?
• Setting up Catalog Defaults
• Setting up Expenses Defaults
• Setting up Income Defaults

See all 26 articles

QuickBooks Desktop

• How to set up the integration with QuickBooks Desktop
• How to sync with QuickBooks Desktop
• What transactions sync with QuickBooks Desktop
• Testing QuickBooks Desktop with a test company file
• QuickBooks Desktop Defaults
• How to import jobs from QuickBooks Desktop

See all 8 articles

Square

• Integrating Knowify with Square

PaySimple

• Integrating Knowify with PaySimple

CompanyCam

• What is CompanyCam?
• How to connect Knowify to CompanyCam
• How to create a CompanyCam project for a job
• How to view/open a CompanyCam project from Knowify
• How to share a CompanyCam project timeline with customers

Zapier

• Connect Knowify to hundreds of other apps with Zapier
• How to use the API Key on Zapier
• What triggers and actions are available via Zapier?

QuickBooks Time (formerly TSheets)

• How to connect Knowify to TSheets
• How to pull time from TSheets to Knowify
• Why is time pulling from TSheets to the wrong user in Knowify

Paychex

• Integrating Knowify with Paychex [Enterprise plan]

PERMITS.com

• What is PERMITS.com?
• How to apply for a permit via PERMITS.com
• How much do permits cost via Permits.com?

GAF roofing

• Is the GAF estimating tool accurate?