fbpx Skip to main content

Quoter + QuickBooks Online

Quoter + QuickBooks Online

Quoter’s quoting software integrates seamlessly with QuickBooks Online (QBO).

Accounting

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.

Integrate QuickBooks Online with your Quoter account

Join our newsletter

Don't miss our product updates, B2B growth tips and events.

Newsletter Signup

We care about the protection of your data. Read our Privacy Policy.