How often should I import values from QuickBooks Desktop?

This is really dependent on your preferences and your company's processes. We recommend importing values into ConstructionOnline any time you want your data in ConstructionOnline to reflect what you have in QuickBooks. This could be any time you create a transaction, at the end of every business day, whenever your company processes billing—it's up to you! However we do recommend having a consistent and timely schedule for your imports so that your financial data stays up-to-date and accurate. 

One way ConstructionOnline can streamline and automate this process is through the Batch Import option. With the QuickBooks Batch Import option available through Socket, you can set up regularly-scheduled Batch Imports from QuickBooks Desktop into ConstructionOnline at intervals that fit your company's needs. To learn more about Batch Imports, visit this FAQ. 

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