Integrations
Guides for connecting SubBase with accounting and ERP systems, including setup, permissions, sync behavior for orders and invoices, and integration-specific considerations.
By Gabby1 author4 articles
- Connect an Accounting or ERP SystemLink SubBase to QuickBooks, Sage 300, Procore or another supported system, follow the first sync, and choose what syncs from then on.
- Map and Import Projects, Vendors and Cost CodesMatch SubBase records to the ones in your accounting system, or create them in SubBase from what your accounting system already has.
- Download Orders and Invoices for Your Accounting SystemExport orders, invoices and commitments as a file for Sage 100, Vista, Computer Ease, TCM or Foundation when you have no live connection.
- Integrations OverviewThe difference between a live ERP connection that syncs your orders and invoices, and an accounting file you download and import yourself.