You will be able to override this setting on individual projects. Include labor costs in budget actuals? - This sets the default for whether new projects that you create will pull labor costs from your QuickBooks timesheets into your budget actuals on CoConstruct.Show budget actuals details to clients - Specify whether clients who can view the project budget will be able to access details about the bills and expenses that make up the actual costs for a line item.This comes from your list of products or services in QuickBooks.
#QUICKBOOKS ACCOUNTING CODE#
Select a product/service code to be used on customer invoices - This sets the item code that will show up on the invoices that CoConstruct creates for each line item. If you are seeing this setting and have nothing to select, double check your QuickBooks tax settings. If you don't collect taxes, you shouldn't see this option. What tax rate do you use on transactions in QuickBooks? - If your QuickBooks account is set up to collect taxes, you will set the default tax rate to be applied to transactions sent from CoConstruct to QuickBooks. In general terms, Customer:Job setup lets you have multiple sub-customers or projects tied to a specific customer, while Customer setup sets each project up as an individual customer. How do you want to link projects to QuickBooks? - This option lets you specify whether your CoConstruct projects will be tied to a Customer or to a Customer:Job in QuickBooks. Client Payments - This sets the default for whether new projects that you create will pull payment information from QuickBooks and put the information in the Payments Summary section on the Financials Summary page. This setting can be changed on individual change order documents. Change Orders > Invoices - Sets your default for whether change orders are set to automatically generate customer invoices in QuickBooks when change orders are approved in CoConstruct. You will be able to adjust this default on individual project settings. Purchase Orders > Bills - If you're using QuickBooks Online Plus, this setting allows you to choose whether your projects are set up to automatically generate vendor bills in QuickBooks when POs are verified in CoConstruct. 
Ensure bills, payments, and credits get entered in QuickBooks in order to pull them back into the CoConstruct budget. You'll need to make sure you're tracking your actuals with your products and services within QuickBooks Online.
Budget Actuals - If you're using QuickBooks Online Plus, this allows you to set your default whether or not to automatically pull job costs from QuickBooks to be displayed on the CoConstruct budget. There are a handful of accounting integration settings that you should configure while you're on the Accounting Integration page in CoConstruct. Step 2 - Configure Accounting Integration Settings You should see your QuickBooks company name listed on the Accounting Integration page. Click Authorize to finish linking your accounts and return to CoConstruct. Intuit will walk you through any additional options you will need to specify for your QuickBooks Online account, such as which company you want to link with CoConstruct. If you continue to have issues after logging in, we recommend that you clear your browser's cache and cookies, restart your browser, and try again. Close the pop up window, click the button in CoConstruct again to connect to QuickBooks Online, and enter the correct login information. Note: If you find yourself logged in as the wrong user, you can click the Not You? link to log out of Intuit's system. Log in as an Admin user using your QuickBooks Online login information. Click Connect to QuickBooks and select Online from the drop down. Select Accounting from the Settings menu at the top. You will need to be logged in as an admin user in CoConstruct to do this. Step 1 - Link CoConstruct to QuickBooks Onlineįirst you will link your QuickBooks account to your CoConstruct account within CoConstruct. Configure Accounting Integration Settings. 
You can also review the written step-by-step directions below. This video will walk you through the main steps of the setup process. Looking to integrate with QuickBooks Desktop? Setup your process using the Webconnector Setting Up QuickBooks Online Accounting Integration This article includes both a video walking you through the setup process, as well as step-by-step written directions to make sure everything goes smoothly. At CoConstruct, we want to make it easy to set up accounting integration between your CoConstruct account and your QuickBooks Online account.
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