Quoter + QuickBooks Online
Quoter + QuickBooks Online
Quoter’s quoting software integrates seamlessly with QuickBooks Online (QBO).
Accounting
QuickBooks Online Integration Features
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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.
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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.
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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.