How can I import my Products and Services List into ConstructionOnline?

ConstructionOnline provides a special Estimate Template that can be used to import your QuickBooks Online Products and Services List into ConstructionOnline. The Estimate Template can be downloaded here. 

Once you've downloaded the QuickBooks Item List Import Estimate Template, review the ReadMe sheet to determine how your information should formatted for upload to ConstructionOnline. In order for your data to import properly, the Column Names must be correct. The Name columns is the only required field. 

Once you've formatted your QuickBooks Products and Services List into the Excel Estimate Template, use the step-by-step instructions found here to import the list into your OnCost Estimate. 

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