What automatically populates in QuickBooks Desktop once I am integrated?

Once you've activated the connection between ConstructionOnline and QuickBooks Desktop, you can begin sending & receiving your project financials between ConstructionOnline and QuickBooks Desktop. To ensure you have complete control over what information is shared and how it's formatted so that only relevant data is being transferred, financial data must be manually pushed from ConstructionOnline. 

However, upon the creation and transfer of data, Socket does automatically create a Customer and Job in QuickBooks Desktop as well as match your estimate data with corresponding items in QuickBooks. If there are no matches, Socket will create matching data in QuickBooks Desktop based on your settings. This is why it's important to ensure your estimate structure and QuickBooks Items List reflect one another before initiating the transfer of data!

Click here for more frequently asked questions (FAQs) regarding Integrating with QuickBooks Desktop.