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Link a Project to QuickBooks Online

OBJECTIVE

To link a ConstructionOnline project with QuickBooks Online for direct integration

BACKGROUND

Integrating your ConstructionOnline projects with QuickBooks Online creates a live connection between the two platforms, eliminating redundant data entry and improving accuracy and efficiency.

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 and the ClientLink contact must be connected before linking projects to QuickBooks Online.
  • Only ConstructionOnline Company Administrators can sync ConstructionOnline and QuickBooks Online.

STEPS TO LINK A PROJECT TO QUICKBOOKS ONLINE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Accounting Integration category
  4. Link a ClientLink User to a QuickBooks User, if you haven't already
  5. Click the blue Link this Project button
    1. The Project will automatically connect to QuickBooks Online

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.