FAQ: Integrating with QuickBooks Online

Why am I unable to send my Change Order to QuickBooks Online?

There are a couple of reasons why you may not be able to send your Change Order to QuickBooks Online: 

  1. The Change Order hasn't been Approved - Most likely, the reason you are unable to send your Change Order to QuickBooks Online is because the Change Order hasn't been approved yet. Step-by-step instructions that you can provide to your client for approving Change Orders from the Project Portal can be found here. Step-by-step instructions for approving Change Orders on behalf of clients can be found here. Once you have ensured the desired Change Order has been approved, re-initiate the instructions found here to send the Change Order to QuickBooks. 
  2. Your ConstructionOnline Project was not created as a Sub-customer in QuickBooks - If you created a Project in QuickBooks Online for your ConstructionOnline Project instead of a Sub-customer, ConstructionOnline will not be able to send over any Change Orders. If you suspect this may be the case, we recommend contacting our Support Team for additional assistance. 

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