Integrate with QuickBooks Online

Connect Contractor Accelerator to QuickBooks Online to seamlessly keep track of your invoices and avoid doing manual duplicate data entry. Every time a bid is accepted within Contractor Accelerator, the system creates invoices according to the payment terms within the contract. You can find this information within the Billings tab. Additionally, the customer information and invoices are created in your QuickBooks Online account under a newly created customer. Once each invoice is paid within QuickBooks, Contractor Accelerator will automatically mark them as paid in the Billings tab. This means both systems always have the most accurate information. 

1. Add QuickBooks Online via Setup Wizard
2. Add QuickBooks Online via the Company Profile
3. QuickBooks Online Settings

Add QuickBooks Online Via Setup Wizard

1. Click the setup button at the top left 
2. of the screen to open the Setup Wizard. 
3. Select the QuickBooks Online step.
4. Select the blue Connect button.
5. Log in to your account as indicated and follow the onscreen prompts.
6. After connecting QuickBooks Online, review the settings below to control how invoices are created and delivered.

1. Find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Integrations on the left side of the screen.
3. Click the Connect button under the QuickBooks section.
4. Log in to your account as indicated and follow the onscreen prompts.
5. After connecting QuickBooks Online, review the settings below to control how invoices are created and delivered.

Once your QuickBooks Online account is connected, you’ll see a few settings that control how Contractor Accelerator sends invoice information into QuickBooks. To edit settings, click the gear icon in the upper-right corner of the QuickBooks Online integration page. Below is what each setting does and when to use it.

Default Service for QuickBooks Online Invoice

Contractor Accelerator sends invoice totals to QuickBooks Online, but it does not send individual line-item products.

This setting lets you choose the Service Item QuickBooks should use when Contractor Accelerator creates an invoice in QuickBooks Online.

Best practice:
Create a general service item (example: ABC Company Invoice) so you can easily change or rename it from inside QuickBooks Online later if needed. Most companies don’t need to change this later because they primarily use Contractor Accelerator for reporting and job tracking instead of relying on QuickBooks for item-level reporting. However, you can simply update the service type once it is in QuickBooks if needed. 

Use QuickBooks Invoice

Contractor Accelerator has its own invoice layout, but some customers prefer QuickBooks’ invoice layout.

Turning this setting on means your customers will receive the QuickBooks version of the invoice instead of the Contractor Accelerator invoice.

Important - Contractor Accelerator Payments:
If you’re using CA Payments, the “Pay Now” button is only available on the Contractor Accelerator invoice. So if you want customers to pay online through CA, keep Use QuickBooks Invoice turned OFF.

Show QuickBooks Credit Card Link

If you use the Quickbooks credit card payment program, this setting adds the payment link to the QuickBooks invoice.

Use this if:

• You’re using the QuickBooks credit card payment program.

• You want QuickBooks to display the credit card payment link on invoices.

Note: This uses the credit card payment setup inside your QuickBooks Online account.

Show QuickBooks ACH Link

This works the same way as the credit card link setting, but for ACH payments.

Turn this on if:

• You’re using the QuickBooks ACH payment program. 

• You want QuickBooks to display an ACH payment link. 

Disconnect

Click the disconnect link to disconnect the associated QuickBooks Online account.

Sync Customers

Connect existing Contractor Accelerator customers with existing QuickBooks Online customers. This is typically a one-time setup step and should not need to be done often. You may only need to do this if a customer already exists in both systems, or if an invoice push fails and the customer is added manually in QuickBooks.