FAQ: Integrating with QuickBooks Online

Why aren't my QuickBooks Actuals/Committed Costs/Invoiced Amounts pulling into ConstructionOnline?

There are a few possible reasons your imported values from QuickBooks Online may not be pulling into ConstructionOnline: 

  1. The QuickBooks Job did match your ConstructionOnline Project - If the QuickBooks Job does not match the Project in ConstructionOnline, your values will not import into ConstructionOnline. More on linking ConstructionOnline Projects to Jobs in QuickBooks can be found here
  2. The QuickBooks Customer did not match your ConstructionOnline ClientLink User - If the QuickBooks Customer does not match to the ClientLink User in ConstructionOnline, your values will not import into ConstructionOnline. More on assigning QuickBooks Customers can be found here
  3. ConstructionOnline could not find the exact match for your QuickBooks Item(s) in your OnCost Estimate - In order for your QuickBooks Online Items to import successfully into ConstructionOnline, the Item Name must be an exact match for an existing Estimate Subcategory, Client Selection, or Change Order. Exact Match means EXACT...i.e. "General Requirements" is not the same as "Gen. Requirements" or "General Rqrmts".
    1. If ConstructionOnline cannot match the values to an existing Estimate Subcategory, Client Selection, or Change Order, the QuickBooks Items will be labeled as "Unclassified QuickBooks Expenses". To learn more about how to identify unclassified values in QuickBooks, visit this FAQ.
  4. The values imported, but you don't have the QuickBooks columns showing in your OnCost Estimate - In most cases, values import successfully into ConstructionOnline, but users don't have the QuickBooks Actuals, Committed, and/or Invoiced columns shown in their OnCost Estimate, so they can't see their imported data. To learn how to show/hide estimate columns in ConstructionOnline, visit this article. To learn more about where to find your imported data from QuickBooks in ConstructionOnline, visit this FAQ!

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