We now offer a robust Cloud hosting option for users on the go. Now any PC or Mac can connect to BidMagic from a web browser!
BidMagic is a complete business software platform designed to work with your established workflow and easily Integrates with Microsoft Word, Excel, Outlook and Visio. Import your Outlook contacts, import your Excel product information, output reports to Excel and Word. Customize reports and templates with Word. Convert finished Proposals to PDF’s and email them directly from Outlook or via our new Client Center, where your clients can review and approve proposals and notify you as to each step. BidMagic can save copies of proposals, work orders and service tickets in a special BidMagic Job Folder you can store locally or save in OneDrive or other cloud storage so your team can view the documents from anywhere.
BidMagic uses a SQL database and can also be integrated with other software using web services, odbc, dll, csv or xml output.
BidMagic + QuickBooks = 1 Powerful Business Solution
QuickBooks Desktop & Online Interface (optional)
Features:
- Send all BidMagic Data to QuickBooks including Products, Contacts, Vendors – No more double entry!
- Easily send Invoices, Estimates and Sales Orders from BidMagic to QuickBooks
- Automatically extract Category, Manufacturer and Model from QuickBooks Subitems
- Synced Products in BidMagic shows QuickBooks Item Names
- Choose Contacts to load into BidMagic Client Information from QuickBooks
- Invoices, Estimates and Sales Orders can contain Sell Price, Cost and Markup data
- Include Manufacture name in front of Product Name when sending to QuickBooks items
- Send Purchase Orders to QuickBooks, sorted by Vendor and Phases of Job
- Automatically Create Progressive Billing for Job Phases
- Changing Prices in a Bid does not overwrite QuickBooks items prices
- Add new Products in BidMagic and send to QuickBooks as Inventory or Non-Inventory Items
- BidMagic Project Calendar can send employee time entries to QuickBooks for payroll and billing
- QuickBooks online features vary slightly
Note: QuickBooks online will automatically assign sales tax based on your location.
Requirements for QuickBooks Desktop Sync:
BidMagic, QuickBooks and QuickBooks Sync must be installed on the same PC
US Windows 8 or newer
Compatible with QuickBooks Pro, Pro Plus, Contractor, Enterprise. Not compatible with Simple Start, POS works with Canadian QB 2010 or newer (not multilanguage version)
The Interface allows a single administrator to send BidMagic data to and from QuickBooks.
