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Accounting Integrations
FAQ: Accounting Integrations
- What is an accounting integration?
- What accounting systems does ConstructionOnline integrate with?
- What are the primary benefits of construction companies integrating with QuickBooks?
- Are ConstructionOnline's QuickBooks integrations one way or two way?
- What differentiates ConstructionOnline's accounting integration with QuickBooks Online to other competitors on the market?
- What differentiates ConstructionOnline's accounting integration with QuickBooks Desktop to other competitors on the market?
- Which ConstructionOnline subscription levels include the QuickBooks Online integration?
- Which ConstructionOnline subscription levels include the QuickBooks Desktop integration?
- Is there a recommended version of QuickBooks Online I should use?
- Will ConstructionOnline's integration work with international versions of QuickBooks Online?
- Is there a recommended version of QuickBooks Desktop I should use?
- What is communicated through ConstructionOnline's integration with QuickBooks Online?
- What is communicated through ConstructionOnline's integration with QuickBooks Desktop?
- Who can set up, manage, and/or access my QuickBooks integration?
- Who can see imported values from QuickBooks in the estimate?
- What is the best starting point for integrating with QuickBooks?
- When should I begin integrating with QuickBooks?
- How long will it take to set up my QuickBooks integration?
- Where can I view the status of my ConstructionOnline accounting integration?
- What is the difference between the Actuals and QB Actuals columns in OnCost Estimates?
- What types of reports can I generate from my accounting integration?
- What cash flow reports/statements does ConstructionOnline's accounting integration offer?
- Do I have to set up the QuickBooks integration on my own?
- How can I get the best results with my QuickBooks integration?
- What support resources are available to me through the QuickBooks integration?
Integrating with QuickBooks Online
- Integrate with QuickBooks Online
- Link a Project to QuickBooks Online
- Assign a QuickBooks Customer to a Project
- Send an Estimate to QuickBooks Online
- Send Change Orders to QuickBooks Online
- Send Invoices to QuickBooks Online
- Create Purchase Orders for QuickBooks Online
- Create a Credit Memo
- Import Financials from QuickBooks Online
FAQ: Integrating with QuickBooks Online
- What is the recommended workflow/structure for ConstructionOnline's QuickBooks Online integration?
- How can I prepare QuickBooks Online for integration with ConstructionOnline?
- How can I import my Products and Services List into ConstructionOnline?
- What are the recommended settings for QuickBooks Online?
- What automatically populates in QuickBooks Online once I am integrated?
- Why do I need to have a ClientLink Contact for the QuickBooks Online integration?
- What client information is sent to QuickBooks Online?
- How do I set up the QuickBooks Online Integration?
- Can I integrate with multiple QuickBooks Online companies?
- How do Items need to be set up in QuickBooks Online?
- I've connected my ConstructionOnline account to QuickBooks Online. What do I do next?
- How can I set up my estimates to integrate with QuickBooks Online?
- Is there a recommended estimate structure for the QuickBooks Online integration?
- Why can I only send two levels of detail from my estimate to QuickBooks Online?
- Why am I unable to send my Change Order to QuickBooks Online?
- Can I automatically import data from QuickBooks Online?
- How often should I import values from QuickBooks Online?
- Can I import Invoice Payments from QuickBooks Online into ConstructionOnline?
- Where does my QuickBooks Online data appear in ConstructionOnline once imported?
- Why aren't my QuickBooks Actuals/Committed Costs/Invoiced Amounts pulling into ConstructionOnline?
- What are Unclassified QuickBooks Expenses?
- Why are my imported values showing up as unclassified/unqualified?
- How can I find my unclassified values in QuickBooks Online?
- What are Vendor Transactions?
- Can I create Applications for Payments with ConstructionOnline's QuickBooks Online integration?
- How can I view records sent to and from QuickBooks Online in ConstructionOnline?
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
- What is Socket?
- Is Socket limited to certain devices?
- How can I download Socket?
- What are the recommended Socket settings?
- How can I prepare QuickBooks Desktop for integration with ConstructionOnline?
- Can I integrate with multiple QuickBooks Desktop companies?
- Does the integration affect my QuickBooks Chart of Accounts?
- What kind of QuickBooks Desktop accounts can I link to?
- Why do I need to have a ClientLink Contact for the QuickBooks Desktop integration?
- What client information is sent to QuickBooks Desktop?
- What automatically populates in QuickBooks Desktop once I am integrated?
- How can I set up my estimates to integrate with QuickBooks Desktop?
- Is there a recommended estimate structure for the QuickBooks Desktop integration?
- How can I import my QuickBooks Desktop Items List into ConstructionOnline?
- How can I map/link my estimate to QuickBooks Desktop?
- What OnCost Estimates columns send over to QuickBooks Desktop?
- Why is the Item Name in QuickBooks Desktop shorter than the name in ConstructionOnline?
- Why do I have a bunch of extra Items/Accounts in QuickBooks Desktop?
- Can I create Applications for Payment documents?
- How do I create an Application for Payment in Socket?
- How can I import data from QuickBooks Desktop into ConstructionOnline?
- How often should I import values from QuickBooks Desktop?
- Can I automatically import data from QuickBooks Desktop?
- How can I create new Batch Imports?
- Why did my Batch Import not import data?