QuickBooks Online Integration
      Back to home
      1. Knowledge Base
      2. Financials
      3. QuickBooks Online Integration

      Create a Credit Memo

      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.

      HAVE MORE QUESTIONS?

      We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.