QuickBooks Online is cloud-based accounting software for invoices, estimates, and payments. Connect it to CompanyCam so every new Customer or Sub-Customer gets a matching Project automatically, with Invoices, Estimates, and photos synced in one place.
You can only connect this integration using a web browser.
Important: If you've previously connected this integration and your Integrations tab shows a card under QuickBooks Legacy (Deprecated), you'll need to reconnect it to keep syncing. See Reconnecting from QuickBooks Legacy below.
Setting up the Integration
You must have Admin or Manager permissions in both CompanyCam and QuickBooks Online to set up this integration.
In the left-hand navigation, under Integrations, click App Marketplace.
Scroll down to All Integrations, search for and select the QuickBooks Online card.
Click Connect in the top-right corner.
Click Continue to link your CompanyCam and QuickBooks Online accounts.
Sign in to QuickBooks Online and follow the remaining prompts.
Once you're signed in, the integration is connected.
Use the check boxes to decide whether Restricted and Standard Users can see synced Invoices and Estimates as Documents, and whether Payments sync from CompanyCam back to QuickBooks Online. Select Save.
Now that you've successfully integrated, check out Using the CompanyCam + QuickBooks Online to get the most out of this integration.
Reconnecting from QuickBooks Legacy
If you're still on the old version of this integration, reconnect to the current version to ensure your data continues syncing properly.
Open the Integrations tab and click the connected card listed under "QuickBooks Legacy (Deprecated)."
Click Upgrade to start the transition.
Once the upgrade finishes, the integration name updates to "QuickBooks Online" and the Legacy card disappears.
Disconnecting the Integration
If you run into issues or want to refresh the connection, you can disconnect and reconnect the integration at any time from the Integrations page.
Use the search bar or scroll to locate the specific Integrations card.
Click the card, then click "Disconnect" in the top-right corner.
Note: Disconnecting does not delete your CompanyCam Projects. Reconnecting will resume syncing for active Customers.
FAQs
What happens when I connect QuickBooks Online to CompanyCam?
What happens when I connect QuickBooks Online to CompanyCam?
When connected, every new Customer or Sub-Customer created in QuickBooks Online automatically creates a matching Project in CompanyCam. Invoices, Estimates, and (optionally) Payments stay synced between the two platforms.
Will connecting the integration create Projects for my existing QuickBooks customers?
Will connecting the integration create Projects for my existing QuickBooks customers?
No. The integration creates Projects for new Customers and Sub-Customers going forward. Existing customers won't automatically create CompanyCam Projects.
Can I choose who can see synced Invoices and Estimates?
Can I choose who can see synced Invoices and Estimates?
Yes. During setup, you can choose whether Standard and Restricted Users can view synced Invoices and Estimates as Documents in CompanyCam. If you miss this step, you can edit the access on the Integrations page after the fact from the Integrations page.
Use the search bar or scroll to locate the QuickBooks Online Integration card.
Click the card, then click "Edit" in the top-right corner.
If you don't want your Restricted or Standard users to view Invoices and Estimates, make sure the "lock invoices and estimates" option is checked.
What's the difference between QuickBooks Legacy and QuickBooks Online?
What's the difference between QuickBooks Legacy and QuickBooks Online?
There isn't any difference in how the integration functions. QuickBooks Online is simply the updated version of the integration. The QuickBooks Legacy integration is no longer supported, so you may experience syncing issues if you're still using it. Upgrading to the current QuickBooks Online integration will restore support and help ensure your data continues syncing properly.
Will disconnecting and reconnecting create duplicate Projects?
Will disconnecting and reconnecting create duplicate Projects?
No. Reconnecting resumes syncing and does not delete or recreate your existing CompanyCam Projects.
Now that you've successfully integrated, check out Using the CompanyCam + QuickBooks Online to get the most out of this integration.
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