ContractorTools

Dan Fellman

Syncing With QuickBooks Online

ContractorTools provides construction specific business functions, but QuickBooks provides general business accounting.

I have ContractorTools, why do I need QuickBooks?

What you should know about how ContractorTools syncs with QuickBooks

About Syncing With QuickBooks

How to sync your ContractorTools data with QuickBooks Online

Set Up Syncing With QuickBooks

Watch this video for information on syncing with QuickBooks Online

Sync with QuickBooks Tutorial Video

Important information about syncing payments with QuickBooks

About Syncing Payments

Writing Customer Email Addresses to QuickBooks

Writing Customer Phone Numbers To QuickBooks

How ContractorTools calculates and syncs taxes with QuickBooks.

Taxes in ContractorTools and QuickBooks

Shows what is selected to sync, what will sync, or what has synced.

QuickBooks Sync Report

ContractorTools is able to sync with projects in QuickBooks, but there are some steps involved.

Syncing With QuickBooks Projects

You should not sync with QuickBooks from multiple devices!

Can I Sync With QuickBooks From Multiple Devices?

Why Does a Job in ContractorTools Write Two Customers to QuickBooks?

How customer names are saved in QuickBooks, and where they appear in the customer list in QuickBooks.

I Synced A Job To QuickBooks, Why Can't I Find It There?

If it seems that you are not seeing all of your QuickBooks customers in ContractorTools...

Some of my QuickBooks customers do not appear in ContractorTools. Why?

Does ContractorTools Sync With Desktop QuickBooks?

Estimate items in QuickBooks are named and grouped differently than they are in ContractorTools. Why?

Why Does My Estimate Look Different in QuickBooks?

Why Don't Zero Cost Items Appear In QuickBooks?

If I take credit card payments in QuickBooks, should I also enter them in ContractorTools?

Why Is The Unit Cost of Estimate Items In QuickBooks The Same As The Total?

Why do the "Tax Amounts" in the Taxable Sales Detail report in QuickBooks not match line item tax amounts in ContractorTools?

Line item sales tax amounts don't match

Frequently Asked Questions

The account period has closed. Txn Date=99/99/9999 is before book closing date=99/99/9999

Account Period Closed

"This transaction is matched to a downloaded transaction. If you want to change the account, you need to unmatch the transaction first."

Business Validation Error:

"Line order does not match", or "Line items with duplicate line item ids"

"You must select a customer. If the customer isn't on the list, you can add it by typing the name and pressing Enter."

Business Validation Error: You must select a customer

... because payment(s) were applied in QuickBooks.

Can't Update Invoice

This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first

Deposited Transaction cannot be changed

Business Validation Error: You must select a customer...

Error: A business validation error has occurred while processing your request

Error: CustomerRef is required

One of the list elements assigned to this transaction has been deleted.

Error: "Invalid Reference Id"

Email Address does not conform to the syntax rules of RFC 822.

Error Adding QuickBooks Customer: "Invalid Email Address format"

This customer cannot be made inactive because it has sub customers.

Error: "Cannot Delete Object"

Error: "Duplicate Document Number Error"

Please change the name of this Item Category/Bundle in QuickBooks.

Error: Item Category or Bundle with name: 'Labor' exists in QuickBooks!

You and (user name) were working on this at the same time. (user name) finished before you did, so your work was not saved.

Error: Stale Object Error

"Another customer, vendor or employee is already using this name"

Error: "The name supplied already exists"

Error disconnecting from QuickBooks: OAuth Token rejected

You can't add data to QuickBooks Online because your trial or subscription period ended, you canceled your subscription, or ...

Syncing With QuickBooks Online

About Syncing With QuickBooks

Frequently Asked Questions

Common Sync Errors