How to Integrate ConstructionOnline with QuickBooks?

• 21 November 2025
• QuickBooks
• Written by George Dockrell

In the world of construction management, having the right tools to streamline operations is essential for maintaining efficiency and boosting profitability. ConstructionOnline is a cutting-edge software platform designed specifically to meet the complex needs of the construction industry.

Trusted by over 950,000 professionals globally, it is recognized for its comprehensive suite of features that bring together project management, financial tracking, and communication tools in one powerful solution. From estimating and scheduling to client management and field reporting, ConstructionOnline streamlines the essential processes that keep construction projects running smoothly.

Integrating ConstructionOnline with QuickBooks offers a seamless connection between project management and financial accounting, ensuring that your construction business can track costs, manage budgets, and monitor profitability with ease. Whether you’re using ConstructionOnline’s OnCost Estimating, TrueVision Profitability tools, Redline Takeoff or managing purchase orders and change orders, syncing data with QuickBooks allows you to eliminate manual data entry, reduce errors, and provide real-time updates for financial insights.

In this guide, we’ll walk you through the steps for integrating ConstructionOnline with QuickBooks, helping you harness the full potential of both platforms and increase your bottom line.

Advantages of Integrating ContructionOnline with QuickBooks

Here are the key advantages of integrating ConstructionOnline with QuickBooks.

• Eliminate Double Entry: Automatically sync project data like invoices and payments between ConstructionOnline and QuickBooks, reducing manual input and minimizing errors.
• Boost Accuracy: Keep financial data consistent across both platforms with real-time syncing, ensuring accuracy and avoiding discrepancies.
• Streamline Operations: Automate data transfer to enhance financial workflows, letting your team focus on other key tasks.
• Gain Financial Clarity: Access real-time insights into project profitability and overall financial health for a clearer picture.
• Enhance Cash Flow: Speed up invoicing and automate payment reminders to improve cash flow.

How to Integrate ConstructionOnline with QuickBooks?

The construction management application can be connected to both QuickBooks Online and QuickBooks Desktop. The following steps outline the process of integrating ConstructionOnline with the Desktop version of the accounting platform.

1. Open Socket and log in with your ConstructionOnline username and password.
2. Once the project list loads, click on QuickBooks Initial Setup.
3. Choose the account type and level of detail for outgoing (A/P) accounts:
   • Use a parent account to separate UDA accounts or a single account for remapping to your existing chart of accounts.
4. Select the account type for all outgoing accounts created via Socket.
5. Choose the item type and details for new UDA items.
6. Enter the account name and type for revenue (A/R Account) and make sure to match an existing account or create a new one.
7. Choose the account type for your incoming account.
8. Click OK to finalize the setup and start using Socket with QuickBooks.

Contact Apps4Rent for Simplified ConstructionOnline and QuickBooks Integration

Integrating ConstructionOnline with QuickBooks can revolutionize the way you manage project finances, from eliminating manual data entry to gaining real-time financial insights. Whether you’re focused on improving cash flow, enhancing efficiency, or reducing errors, this integration empowers your construction business to thrive.

Apps4Rent is an Intuit Authorized Hosting Provider that offers a variety of attractive hosted-QuickBooks Desktop solutions. We specialize in providing reliable hosting solutions and expert guidance to help businesses like yours succeed. Contact us today to learn how we can support your ConstructionOnline and QuickBooks integration with tailored cloud hosting solutions, ensuring optimal performance and security for your operations.