- ConstructionOnline Knowledge Base
- Accounting Integrations
- FAQ: Accounting Integrations
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
What is communicated through ConstructionOnline's integration with QuickBooks Desktop?
Using various data points within in your ConstructionOnline Project, Socket creates Accounts, Jobs, Customers, and Items in QuickBooks Desktop. Once integrated, companies can push Estimates, Change Orders, Invoices, and Purchase Orders from ConstructionOnline into QuickBooks, and pull Actuals (including Checks, Bills, Credit Card Charges, & Paychecks), Committed Costs, and Invoiced Amount (Paid, Partially Paid, & Unpaid) from QuickBooks into ConstructionOnline.
For more information on the specific data that is transferred from ConstructionOnline to QuickBooks Desktop, visit the following FAQs:
- What kind of QuickBooks Desktop accounts can I link to?
- What client information is sent to QuickBooks Desktop?
- What columns in OnCost Estimates send over to QuickBooks Desktop?
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) about ConstructionOnline's Accounting Integrations can be found in the article FAQ: Accounting Integrations.
- If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.