Before you start

Plan Requirements:

This feature is available on all plans.
You must have active accounts with both CompanyCam and QuickBooks Online. Ensure that you’re on a plan in CompanyCam and the correct plan in QuickBooks Online to utilize this integration.

Permission Roles:

To integrate, you must have Admin privileges in both CompanyCam and the correct permissions in QuickBooks Online. If you or another User needs their permissions updated in CompanyCam, here is how.
You need to either have the Admin or Manager permissions in order to sync photos to QuickBooks Online.

Platform Availability:

Integrations cannot be connected in the mobile app. You must set them up using a web browser.

Please Note

This integration is only available for QuickBooks Online. The desktop version of QuickBooks will not work with this integration.

What is QuickBooks Online?

QuickBooks Online is a cloud-based financial management software. It's designed to slash the time you spend managing your business finances by helping you with tasks such as creating estimates and invoices. Tracking sales and cash flow.

Setup

In the left-hand navigation menu, click on the Integrations option under Resources.
Find the QuickBooks Online Card and select it.
Hit Connect in the top right corner.
Now the integration is almost complete, just follow the steps to link your two accounts by selecting Continue.
Continue signing in with your account and following any additional prompts.
Once you finish logging in with QuickBooks Online that's it! You are now connected.

Note: You can choose whether you would like to hide Invoices and Estimates synced over to CompanyCam as Files from Restricted and Standard Users with the settings toggle. You can also choose to sync Payments from CompanyCam back to QuickBooks Online

How it works

When a new Customer or Sub-Customer is created in QuickBooks Online, a matching Project will now be automatically created in CompanyCam.

Projects created from Customers will use the Customer’s Display Name and Shipping Address.
Projects created from Sub-Customers will use the Sub-Customer’s Display Name (even if it differs from the parent’s name) and the Sub-Customer’s Shipping Address — not the parent’s mailing or billing address.

Each new Project in CompanyCam will include a “QuickBooks Customer” label to indicate it was created through the QuickBooks Online integration.

If you create a new Estimate or Invoice for a Customer or Sub-Customer that hasn’t yet synced to CompanyCam, this will also trigger a new Project to be created.
Invoices and Estimates added in QuickBooks Online for this Customer will be available in the Files section of CompanyCam. Payments that have reached "Paid" status in CompanyCam will sync back to the matching QuickBooks Customer and be found under transactions.

From there, you can check out our Signatures feature to fill these invoices or estimates out directly in CompanyCam. Projects with Invoices will have an additional label “Invoice Attached." Projects with Estimates will have an additional "Estimate Attached" label.

A copy of the link to the CompanyCam Project will be available in the Notes section for that customer in Quickbooks online.

Photo syncing is only available for the higher tiers in QuickBooks Online. Photos won't sync from QuickBooks Online to CompanyCam automatically but manually syncing is available on both the web and mobile app. You will need to be a Manager or Admin in CompanyCam in order to sync Photos.

You can follow the step-by-step guide below to see the integration in action:

Create a Customer in QuickBooks Online. Go to New in the top left corner and select Add Customer and Save. The name, address, email, and phone number will sync to the created CompanyCam Project. Please note: Sub-Customers can be synced as new Projects as well.
Once your Customer is created, you can create Invoices or Estimates for that created Customer and Save. Once saved, those Estimates and Invoices will sync to the Files section of the matching Project.
1. Invoice:
  
  b. Estimate:
Once that information is saved, you should see a matching CompanyCam Project. Any Invoices or Estimates added for this customer in QuickBooks will be available in the Files section and a Label titled "Invoice Attached" and or "Estimate Attached." Note: If there is no dollar amount added to the invoice or estimate, the invoice won't sync to CompanyCam.
In the QuickBooks Project, there will be a copy of a CompanyCam Project link available to put in your browser, and you will have quick access to your integrated Project using that. You can highlight the copy, right-click the deep link, and select Go To, and it will take you directly to the Project.

Syncing Photos From CompanyCam to QuickBooks Online

On the web

Once a Project is created, you can now manually sync photos from CompanyCam to QuickBooks Online. This can be done using the Action menu on the Project Screen.
To sync photos, you'll want to make sure photos are uploaded to a Project created by the QuickBooks Online integration.
Select the photos you want to be synced over (click on the Square Icon next to the date to select all photos for that date or the Square Icon in the upper left corner of each photo). Keep in mind you will need to be an Admin or Manager in CompanyCam to use this feature.
Select the Action Menu and select Send Photos to QuickBooks Online.
A pop-up will appear, allowing you to select whether you want the photos to sync to the Customer Record, Estimate, or Invoice.
Photos synced over will be available in the Attachment section under Customer Details in the Customer Record and at the bottom of the Invoice or Estimate in the Attachment Section. Note: If the sync fails, you'll receive a notification letting you know that the sync did not go through.

On the app

Note: Your device will need to have CompanyCam App Version: 9.3.8 in order to sync photos to QuickBooks Online.

Once a Project is created, you can now manually sync photos from CompanyCam to QuickBooks Online. This can be done using the Action menu on the Project Screen.
To sync photos you'll want to make sure photos are uploaded to a project created by the QuickBooks Online integration.
Select the photos you want to sync over.
Tap on the Three Dots in the bottom right corner of the screen.
Select Send Photos to QuickBooks Online.
Photos synced over will be available in the Attachment section under Customer Details in the Customer Record and at the bottom of the Invoice or Estimate in the Attachment Section. Note: If the sync fails, you'll receive a notification letting you know that the sync did not go through.

How to sync Payments to QuickBooks Online

Please Note: You must enable Payment syncing in the QBO integration settings and have an active Stripe account AND Payments enabled.

Request a Payment as normal and complete the workflow.
Once your customer has completed their Payment and the status has changed to "Paid," the Payment will sync back to QuickBooks Online automatically under the transactions of the linked Customer.
The transaction number will be the Stripe transaction for reference and will be viewable from the transactions tab!

FAQs

Can I request Signatures on the Estimates and Invoices added to my CompanyCam Project from the QuickBooks Online integration?

Yes. When the integration syncs a File to your Project in CompanyCam, you can utilize the Signatures Feature to collect a signature.

Please keep in mind that the Signatures Feature is available on select plans in CompanyCam. If you’re interested in access, our team is available to help walk you through your options.