You will be able to adjust this default on individual project settings.
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. No need for product and service.At CoConstruct, we want to make it easy to set up accounting integration between your CoConstruct account and your QuickBooks Online account. Other Current Liabilities (OtherCurrentLiabilities) Sales of Product Income (SalesOfProductIncome)ĭiscounts/Refunds Given (DiscountsRefundsGiven) Quickbooks Accounts Products and Services Type Quickbooks Account / Product and Service Name Click Save + Continue to finish and activate the integration.Īfter completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.Choose the QuickBooks Online organisation you want to connect, then click Allow access.Authenticate your QuickBooks Online account by clicking the Connect new account button.Sign in to your Square account and click allow to grant all relevant permissions.Browse the Amaka dashboard to get started.Sign up for a Square account and a QuickBooks Online account (if you haven’t already).Easily reconcile Square sales and payments in QuickBooks Online.Capture all payment transactions including gift cards, tips, tax and Square fees.You can customise your preferred sales summary view choosing from a wide array of formats.On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into QuickBooks Online generating an invoice.