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Credit Memos

OBJECTIVE

To create a Credit Memo with ConstructionOnline and QuickBooks integration

BACKGROUND

ConstructionOnline paired with QuickBooks makes creating and sending Credit Memos easy. Credit Memos are created by making a Change Order with a negative cost assigned. Once the Change Order is approved, it can be sent to QuickBooks. When sent to QuickBooks, the negative Change Order converts to a Credit Memo.

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.
  • Change Orders must be approved before sending to QuickBooks Online.

STEPS TO CREATE A CREDIT MEMO (NEGATIVE CHANGE ORDER)

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Change Orders category
  4. Click the green +Add New Change Order button
    1. This will open the New Change Order window
  5. Enter Change Order information in tabs 1-5 and click Save
    1. The price of the Change Order must be negative to convert to a Credit Memo
  6. Approve the negative Change Order
  7. You can then click the Send Change Order to QuickBooks button

You can choose to automatically send Estimates and/or Invoices to QuickBooks for approved Change Orders. To enable these settings, click the gray 3-Dot Action Menu within the Change Orders category and select QuickBooks Settings > Change Orders.

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