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Integrating Podio & Quickbooks for Construction Project Management
In this episode, Nick Baldo delves into project management using Podio and QuickBooks. He walks through Podio's features for tracking work scope, integrating it with QuickBooks for cost tracking, and customizing expense reports. He also explains how to export these reports to Google Sheets, import them into Podio, analyze expenses, and compare budget vs actual expenditure.
Podio: https://www.youtube.com/playlist?list=PL89qBCL2vU2uIUkuQHTnWaJ-e34oL64mi
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
http://www.incomedigs.com Manage your scope in Podio while using Quickbooks for all your accounting! Get the two to "talk to each other" with a simple import process
(0:00) Introduction and overview of project management using Podio and QuickBooks
(1:30) Detailed walkthrough of Podio app and its features for scope of work tracking
(2:54) Integration of QuickBooks with Podio for accurate cost tracking
(4:03) Creating and customizing expense reports in QuickBooks
(5:18) Process of exporting the report from QuickBooks to Google Sheets
(6:16) Steps for importing the data into Podio and avoiding duplications
(8:49) Analyzing imported expenses in Podio
(9:30) Budget vs actual expenditure comparison in Podio
(10:17) Conclusion and offer for further assistance
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By Nick BaldoIn this episode, Nick Baldo delves into project management using Podio and QuickBooks. He walks through Podio's features for tracking work scope, integrating it with QuickBooks for cost tracking, and customizing expense reports. He also explains how to export these reports to Google Sheets, import them into Podio, analyze expenses, and compare budget vs actual expenditure.
Podio: https://www.youtube.com/playlist?list=PL89qBCL2vU2uIUkuQHTnWaJ-e34oL64mi
End to End Podio Training: https://www.incomedigs.com/pcc
Check out our Podio Templates: https://bit.ly/3pE4DBt
Enroll in Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
http://www.incomedigs.com Manage your scope in Podio while using Quickbooks for all your accounting! Get the two to "talk to each other" with a simple import process
(0:00) Introduction and overview of project management using Podio and QuickBooks
(1:30) Detailed walkthrough of Podio app and its features for scope of work tracking
(2:54) Integration of QuickBooks with Podio for accurate cost tracking
(4:03) Creating and customizing expense reports in QuickBooks
(5:18) Process of exporting the report from QuickBooks to Google Sheets
(6:16) Steps for importing the data into Podio and avoiding duplications
(8:49) Analyzing imported expenses in Podio
(9:30) Budget vs actual expenditure comparison in Podio
(10:17) Conclusion and offer for further assistance