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. Manage QuickBooks Online

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. Once connected, please review and adjust the settings as needed. 

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. Once connected, please review and adjust the settings as needed.

Manage additional settings to ensure QuickBooks Online is configured properly.

• Disconnect: Disconnect the associated QuickBooks Online account
• Settings: Change the Default Service for QuickBooks Online
• Sync Customers: Connect existing Contractor Accelerator customers with QuickBooks Online customers