How can I import data from QuickBooks Desktop into ConstructionOnline?

Data can be imported from QuickBooks Desktop into ConstructionOnline two ways: 

1. Batch Imports - Regularly-scheduled, automatic imports of data based on configured settings 
2. Manual Import - Manually import data from QuickBooks into ConstructionOnline via Socket using the following instructions
   1. Open the Socket application and log in using your ConstructionOnline username and password. 
   2. Select the desired Project from the Left Sidebar. 
   3. Once you've navigated to the desired Project, choose the "QuickBooks" tab.
   4. Within the "QuickBooks" tab, locate and click the "Import from QuickBooks" option located underneath the green "Accounting Information" banner.
      
      
   5. From the dropdown menu, choose from the following options: 
      1. Import Actuals - The following options are selected/deselected by default but can be modified. To engage any sub-options, click to deselect & reselect the parent option. 
         
         ☑️ Include Checks 
               🔵 All Checks 
               ⚪ Only Printed Checks 
               ⚪ Only Unprinted Checks
         
         ☑️ Include Bills 
               🔵 All Bills 
               ⚪ Only Paid Bills 
               ⚪ Only Unpaid Bills 
         
         ☑️ Include Credit Card Charges 
         ☑️ Include Paychecks 
         ⬜ Generate a Custom Transaction Report in QuickBooks
                         
      2. Import Committed Costs - The following options are selected/deselected by default but can be modified. To engage any sub-options, the parent option must be selected. 
         
         ☑️ All Purchase Orders
         ⚪ Open Purchase Orders 
               ⬜ Include Partially Unreceived Quantity 
         ⚪ Closed Purchase Orders 
               ⬜ Include Partially Received Quantity 
         
         
      3. Import Invoiced Values - The following options are selected/deselected by default but can be modified. 
         
         🔵 All Invoices 
         ⚪ Only Paid Invoices 
         ⚪ Only Unpaid Invoices 
         
         
      4. Import All Values - This option imports Actual Costs, Committed Costs, and Invoiced Amounts from QuickBooks at the same time and will overwrite all current QuickBooks values in the estimate. 
         
          ☑️ Import Actuals
         
                ☑️ Include Checks
                      🔵 All Checks
                      ⚪ Only Printed Checks 
                      ⚪ Only Unprinted Checks 
         
                ☑️ Include Bills  
                      🔵 All Bills 
                      ⚪ Only Paid Bills 
                      ⚪ Only Unpaid Bills  
         
                ☑️ Include Credit Card Charges 
                ☑️ Include Paychecks  
         
         ☑️ Import Invoices 
         
               🔵 All Invoices 
               ⚪ Only Paid Invoices 
               ⚪ Only Unpaid Invoices 
         
         ☑️ Import Purchase Orders 
         
               🔵 All Purchase Orders 
               ⚪ Open Purchase Orders 
                     ⬜ Include Partially Unreceived Quantity 
               ⚪ Closed Purchase Orders 
                     ⬜ Include Partially Received Quantity 
         
         
      5. If you'd like to receive email notifications once the batch is complete, click the "Import Options" hyperlinked text in the bottom right-hand corner of the window and enter the desired email address(es) in the text field. Multiple email addresses can be entered in the field, but must be separated with commas. 
   6. Once you've finalized the details of your import, click the "OK" button. A progress bar will appear while data is being uploaded. 
      
      
   7. Upon completion, the selected data will appear in ConstructionOnline. To learn more about where to find QuickBooks data in ConstructionOnline, visit this FAQ. 
      1. You can also view what Actuals, Invoiced, and Committed values have been imported within the QuickBooks tab in Socket. 

Click here for more frequently asked questions (FAQs) regarding Integrating with QuickBooks Desktop.