- ConstructionOnline Knowledge Base
- Accounting Integrations
- FAQ: Integrating with QuickBooks Desktop
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
How can I prepare QuickBooks Desktop for integration with ConstructionOnline?
The most important way you can prepare QuickBooks Desktop for integration with ConstructionOnline is to ensure your estimate structure and QuickBooks Items List reflect one another. This will ensure Socket's auto-mapping feature can successfully match your OnCost Estimate data with the corresponding items in QuickBooks Desktop, streamlining your workflow and reducing the risk of errors.
To learn more about auto-mapping, visit this FAQ.