FAQ: Integrating with QuickBooks Desktop

How can I map/link my estimate to QuickBooks Desktop?

ConstructionOnline, via its external application Socket and your integration settings, auto-maps/automatically links the Name Column in your Estimate to your Items list in QuickBooks Desktop to streamline the integration and reduce your workload. If no matches are found, Socket will create new Items in QuickBooks to reflect the Items present in your Estimate. This is why it is crucial to ensure your Estimate and QuickBooks Desktop Items Lists reflect one another so that the integration can run seamlessly!

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