QuickBooks Online Integration Features
When a Quoter Quote is created, a QuickBooks Estimate will be created automatically along with its Items.
- The integration will try to match Quoter People with a QuickBooks Customer by Organization or Person name or will create a new Customer automatically if no matches are found.
If the Create QuickBooks Invoices option is enabled, when a Quoter Quote status is changed to Accepted, Ordered, or Fulfilled, a QuickBooks Invoice will be created automatically.
If the Create QuickBooks Invoices option is enabled, when a Payment is accepted for a Quote via Quoter, a Transaction will be automatically applied to the corresponding Invoice in QuickBooks.