If you’re using the integration with QuickBooks you can quickly create progress invoices from the estimates you’ve built out in CoConstruct.

Remember, however, that you can create progress invoices from your estimates (fixed price) or budget actuals (open book) directly in CoConstruct and then push these invoices to QuickBooks. You can find more information on the invoices feature here.

The first step will be to export your CoConstruct estimate to QuickBooks.  For more information on how to do this, view our Help Center article here.

QuickBooks Desktop

Make sure progress invoicing is enabled in your QuickBooks settings

Creating the invoice

QuickBooks Online

Make sure progress invoicing is enabled in your QuickBooks Online settings

*This feature is currently only available for QuickBooks Online US, UK, Canadian and Australian versions.

Mark the estimate in QuickBooks as "Accepted"

Create the invoice