FAQ: Integrating with QuickBooks Online

I've connected my ConstructionOnline account to QuickBooks Online. What do I do next?

Once you've completed the initial configuration of your QuickBooks Online Integration Settings, you will be ready to begin using the advanced accounting integration functions available in ConstructionOnline. However, to start sharing project financial data between ConstructionOnline and QuickBooks Online, you will need to activate the Accounting Integration for each individual Project in ConstructionOnline. Don't worry, ConstructionOnline makes this easy: 

  1. Select the Project you wish to link to QuickBooks Online, and navigate to Financials > Accounting Integration. 
  2. Follow the steps outlined there to connect your Project to QuickBooks Online:
    1. Assign a Customer
    2. Link the Project

After completing these steps, you'll be able to send & receive project financials between ConstructionOnline and QuickBooks Online!

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