FAQ: Accounting Integrations
      Back to home
      1. ConstructionOnline Knowledge Base
      2. Accounting Integrations
      3. FAQ: Accounting Integrations

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

      This is really dependent on what is valuable to your company. However, we do have some general tips you and your team can follow to ensure you maximize the benefits of your integration: 

      1. Set up your integration correctly: Ensure that the integration between ConstructionOnline and QuickBooks is set up correctly, including mapping your Accounts, Customers, Items, and other settings accurately.

      2. Maintain consistent data entry: Consistency in how you enter data into both systems is crucial. Use the same naming conventions for Accounts, Customers, and Items in both ConstructionOnline and QuickBooks.

      3. Regularly reconcile data: Reconcile data between ConstructionOnline and QuickBooks regularly to ensure that transactions are accurately reflected in both systems.

      4. Train your team: Provide training to your team members on how to use both ConstructionOnline and QuickBooks effectively, especially regarding data entry and integration processes. ConstructionOnline's Support Staff can assist you with this!

      5. Monitor and review: Regularly review your integrated data to identify and correct any discrepancies or errors promptly.

      6. Utilize templates: Use estimate templates in ConstructionOnline to streamline the creation of estimates and ensure that they sync accurately with QuickBooks.

      7. Keep software updated: Ensure that both ConstructionOnline and QuickBooks are updated to the latest versions to take advantage of any improvements or bug fixes that can enhance the integration.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) about ConstructionOnline's Accounting Integrations can be found in the article FAQ: Accounting Integrations. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.