- ConstructionOnline Knowledge Base
- Accounting Integrations
- FAQ: Integrating with QuickBooks Desktop
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
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!