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?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.