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ConstructionOnline Knowledge Base

Accounting Integrations

Accounting Integrations

FAQ: Accounting Integrations

What is an accounting integration?

What accounting systems does ConstructionOnline integrate with?

What are the primary benefits of construction companies integrating with QuickBooks?

Are ConstructionOnline's QuickBooks integrations one way or two way?

What differentiates ConstructionOnline's accounting integration with QuickBooks Online to other competitors on the market?

What differentiates ConstructionOnline's accounting integration with QuickBooks Desktop to other competitors on the market?

Which ConstructionOnline subscription levels include the QuickBooks Online integration?

Which ConstructionOnline subscription levels include the QuickBooks Desktop integration?

Is there a recommended version of QuickBooks Online I should use?

Will ConstructionOnline's integration work with international versions of QuickBooks Online?

Is there a recommended version of QuickBooks Desktop I should use?

What is communicated through ConstructionOnline's integration with QuickBooks Online?

What is communicated through ConstructionOnline's integration with QuickBooks Desktop?

Who can set up, manage, and/or access my QuickBooks integration?

Who can see imported values from QuickBooks in the estimate?

What is the best starting point for integrating with QuickBooks?

When should I begin integrating with QuickBooks?

How long will it take to set up my QuickBooks integration?

Where can I view the status of my ConstructionOnline accounting integration?

What is the difference between the Actuals and QB Actuals columns in OnCost Estimates?

What types of reports can I generate from my accounting integration?

What cash flow reports/statements does ConstructionOnline's accounting integration offer?

Do I have to set up the QuickBooks integration on my own?

How can I get the best results with my QuickBooks integration?

What support resources are available to me through the QuickBooks integration?

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Integrating with QuickBooks Online

Integrate with QuickBooks Online

Link a Project to QuickBooks Online

Assign a QuickBooks Customer to a Project

Send an Estimate to QuickBooks Online

Send Change Orders to QuickBooks Online

Send Invoices to QuickBooks Online

Create Purchase Orders for QuickBooks Online

Create a Credit Memo

Import Financials from QuickBooks Online

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FAQ: Integrating with QuickBooks Online

What is the recommended workflow/structure for ConstructionOnline's QuickBooks Online integration?

How can I prepare QuickBooks Online for integration with ConstructionOnline?

How can I import my Products and Services List into ConstructionOnline?

What are the recommended settings for QuickBooks Online?

What automatically populates in QuickBooks Online once I am integrated?

Why do I need to have a ClientLink Contact for the QuickBooks Online integration?

What client information is sent to QuickBooks Online?

How do I set up the QuickBooks Online Integration?

Can I integrate with multiple QuickBooks Online companies?

How do Items need to be set up in QuickBooks Online?

I've connected my ConstructionOnline account to QuickBooks Online. What do I do next?

How can I set up my estimates to integrate with QuickBooks Online?

Is there a recommended estimate structure for the QuickBooks Online integration?

Why can I only send two levels of detail from my estimate to QuickBooks Online?

Why am I unable to send my Change Order to QuickBooks Online?

Can I automatically import data from QuickBooks Online?

How often should I import values from QuickBooks Online?

Can I import Invoice Payments from QuickBooks Online into ConstructionOnline?

Where does my QuickBooks Online data appear in ConstructionOnline once imported?

Why aren't my QuickBooks Actuals/Committed Costs/Invoiced Amounts pulling into ConstructionOnline?

What are Unclassified QuickBooks Expenses?

Why are my imported values showing up as unclassified/unqualified?

How can I find my unclassified values in QuickBooks Online?

What are Vendor Transactions?

Can I create Applications for Payments with ConstructionOnline's QuickBooks Online integration?

How can I view records sent to and from QuickBooks Online in ConstructionOnline?

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Integrating with QuickBooks Desktop

Overview: What is Socket™?

QuickBooks Desktop Initial Setup

ConstructionOnline + QuickBooks Desktop Integration

Create Estimates in QuickBooks Desktop

Create Purchase Orders in QuickBooks Desktop

Create Invoices in QuickBooks Desktop

Connecting to PlanSwift

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FAQ: Integrating with QuickBooks Desktop

What is Socket?

Is Socket limited to certain devices?

How can I download Socket?

What are the recommended Socket settings?

How can I prepare QuickBooks Desktop for integration with ConstructionOnline?

Can I integrate with multiple QuickBooks Desktop companies?

Does the integration affect my QuickBooks Chart of Accounts?

What kind of QuickBooks Desktop accounts can I link to?

Why do I need to have a ClientLink Contact for the QuickBooks Desktop integration?

What client information is sent to QuickBooks Desktop?

What automatically populates in QuickBooks Desktop once I am integrated?

How can I set up my estimates to integrate with QuickBooks Desktop?

Is there a recommended estimate structure for the QuickBooks Desktop integration?

How can I import my QuickBooks Desktop Items List into ConstructionOnline?

How can I map/link my estimate to QuickBooks Desktop?

What OnCost Estimates columns send over to QuickBooks Desktop?

Why is the Item Name in QuickBooks Desktop shorter than the name in ConstructionOnline?

Why do I have a bunch of extra Items/Accounts in QuickBooks Desktop?

Can I create Applications for Payment documents?

How do I create an Application for Payment in Socket?

How can I import data from QuickBooks Desktop into ConstructionOnline?

How often should I import values from QuickBooks Desktop?

Can I automatically import data from QuickBooks Desktop?

How can I create new Batch Imports?

Why did my Batch Import not import data?

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