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Send Invoices to QuickBooks Online

OBJECTIVE

To send Invoices from ConstructionOnline to QuickBooks Online

BACKGROUND

Integrating your ConstructionOnline Change Orders with QuickBooks Online allows for easy creation of bills, customers, invoices and more, eliminating redundant data entry and improving accuracy and efficiency.

THINGS TO CONSIDER

  • Completing the Company Integration, connecting a ClientLink user, and connecting the project are all required before Change Orders can be sent to QuickBooks Online.
  • Only ConstructionOnline Company Administrators can sync ConstructionOnline and QuickBooks Online.

STEPS TO SEND INVOICES TO QUICKBOOKS ONLINE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Invoicing category
  4. Located the desired Invoice
  5. Click Send to QuickBooks in the QuickBooks Integration column  
    1. The Activity Log in the Accounting Integration category will update once the Invoice has sent to QuickBooks
  6. Click the log to open your Invoice in QuickBooks Online

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