Before you can connect a Project to QuickBooks, you first need to set up the initial integration between BuildBook and QuickBooks. If you haven't connected QuickBooks yet, start with this article.
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🚨Before you sync
Before creating a new project or syncing an existing project from BuildBook to QuickBooks, there are a few steps to take in QuickBooks first so that the sync is seamless. (If you're new to Projects in QuickBooks Online (QBO) Projects, this feature gives you a new way to manage job costing and profit/loss reports. More detailed QBO help documentation can be found here.)
The Project you are syncing from BuildBook to QuickBooks Online (QBO) must exist in QBO.
The Customer you are including as the Billing Contact must exist in both QBO and BuildBook.
1. Create the Project in QuickBooks
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