Connecting and working with QuickBooks Online

QuickBooks Online can keep configured company, project, invoice, bill, payment, and selected cost data in sync with Constructable.

Best for: Organization administrators and accounting teams · Requires: Integration administration access.

At a high level:

1. Open Organization Settings and the Integrations area.
2. Connect QuickBooks and complete authorization.
3. Configure the required default accounts and retention items.
4. Confirm which projects and mappings are in scope with Constructable.
5. Test a few representative records and confirm the results before relying on the broader sync.

Supported configurations can map cost codes, cost types, companies, projects, subprojects, Prime invoices, vendor invoices, credits, payments, bills, purchases, and Receipts.

Projects can be excluded from accounting integrations. If a project is excluded, you should not expect it to create the usual QuickBooks project/customer link.

In the recurring example, the approved concrete invoice is eligible to become a QuickBooks Bill only after its vendor and project links are valid.

Continue with QuickBooks invoice timing and common errors.

Back to Financials Help