- ConstructionOnline Knowledge Base
- Accounting Integrations
- FAQ: Integrating with QuickBooks Online
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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
Why do I need to have a ClientLink Contact for the QuickBooks Online integration?
ClientLink Contacts must be assigned within any ConstructionOnline Project you are connecting with QuickBooks Online as the ClientLink Contact serves as the QuickBooks Customer for the job. Assigning a QuickBooks Online Customer must be done in order to fully activate a project's accounting integration. Step-by-step instructions for assigning a QuickBooks Customer to a Project can be found here.