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Link a ClientLink User to a QuickBooks Customer

OBJECTIVE

To link a ConstructionOnline ClientLink user with a QuickBooks Online Customer

BACKGROUND

Integrating your ConstructionOnline ClientLink users with your QuickBooks Online Customers creates a live connection between the two, eliminating redundant data entry and improving accuracy and efficiency. Accounting Integration in ConstructionOnline can only be activated by the Account Owner.

THINGS TO CONSIDER

  • Your company's QuickBooks Online administrator will need to approve the integration process. 
  • ConstructionOnline Projects sync as QuickBooks Online Sub-customers and integration must be activated in ConstructionOnline per-project settings.
  • ConstructionOnline Contacts sync as QuickBooks Online Customers. 
  • QuickBooks Online Company Integration should be completed before linking ClientLink users.

STEPS TO LINK A CLIENTLINK USER TO A QUICKBOOKS CUSTOMER

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Accounting Integration category
  4. Click the blue Assign a Customer to this Project button

    1. This will open the Assign Primary QuickBooks Customer window
  5. Select the desired ClientLink Contact or add a new ClientLink Contact
  6. Click Next
    1. This will open the Link to QuickBooks Customer window
  7. Choose to create a new QuickBooks Online Customer or link with an existing QuickBooks Online Customer
  8. Click Link

HAVE MORE QUESTIONS?

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