What is the best starting point for integrating with QuickBooks?

Typically, the best starting point for integrating with QuickBooks is creating your estimate in ConstructionOnline. Setting up the integration based on your ConstructionOnline estimate structure will allow ConstructionOnline to do the heavy lifting and automatically create your accounting records in QuickBooks based on your estimate—eliminating the need for manually matching each QuickBooks Item to a ConstructionOnline Estimate Item. 

However, because each company tracks their accounting records differently and may be at a different stage in setting up/managing both their QuickBooks and ConstructionOnline accounts, we highly recommend scheduling a one-on-one training session with one of our ConstructionOnline Product Specialists as the best starting point. With a one-on-one training session, you can discuss your business' unique needs with one of our training experts as well as be guided through your ConstructionOnline + QuickBooks integration to ensure its success. All ConstructionOnline subscriptions allow for unlimited training free of charge to all ConstructionOnline Users.

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.