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Create Purchase Orders for QuickBooks Online

OBJECTIVE

To create Purchase Orders in QuickBooks Online from ConstructionOnline

BACKGROUND

Integrating your ConstructionOnline Change Orders with QuickBooks Online allows for easy creation of bills, customers, invoices and more, eliminating redundant data entry and improving accuracy and efficiency.

THINGS TO CONSIDER

  • Completing the Company Integration, connecting a ClientLink user, and connecting the project are all required before Change Orders can be sent to QuickBooks Online.
  • Only ConstructionOnline Company Administrators can sync ConstructionOnline and QuickBooks Online.
  • Purchase Orders will be generated and stored in QuickBooks Online.

STEPS TO CREATE A QUICKBOOKS ONLINE PURCHASE ORDER

A. From the Accounting Integration category:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Accounting Integration category
  4. Select Purchase Order from the Create for QuickBooks Online dropdown menu
  5. Click Create

    1. This will open the Create PO for QuickBooks window
  6. Choose the Vendor and the items to include on the Purchase Order
  7. Click Create
    1. The Activity Log will update once the data has imported
  8. Click the log to open your Purchase Order in QuickBooks Online

B. From the Estimate Sidebar:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
    1. This will automatically open the Estimating category
  3. Locate the Accounting Integration widget via the right Estimate Sidebar
  4. Select Purchase Order from the Send to QuickBooks dropdown menu
  5. Click the green arrow button
    1. This will open the Create PO for QuickBooks window
  6. Choose the Vendor and the items to include on the Purchase Order
  7. Click Create
    1. The Activity Log will update once the data has imported
  8. Click the log to open your Purchase Order in QuickBooks Online

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