How do I send a payment to QuickBooks Online?

To send a payment to QuickBooks Online, you will need to record a payment for the associated Invoice. During the payment creation process, you will be presented with an option to "Send this payment to QuickBooks". Selecting this option will send the payment over to QuickBooks after the payment is recorded in ConstructionOnline. 

However, the "Send this payment to QuickBooks” option will only appear in instances where the Company Account has been integrated with QuickBooks Online and the following conditions have been met:

1. A Primary QuickBooks Customer has been assigned to the Project
2. The Project has been linked to the Company QuickBooks Account
3. The Invoice has been "Sent to QuickBooks"

Click here for more frequently asked questions (FAQs) regarding Invoicing.