Is there a recommended estimate structure for the QuickBooks Desktop integration?

Yes! When integrating with QuickBooks Desktop, we recommend choosing the Standard Estimate Level (3-Level) and 5-Column Calculation Method.

However, if you have questions about or are unsure how to set up your estimates to be successfully integrated with QuickBooks Desktop, we highly recommend scheduling a one-on-one training session with one of our ConstructionOnline Product Specialists. 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.

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