fbpx Skip to main content

Quoter + QuickBooks Online

Quoter + QuickBooks Online

Our quoting software integrates seamlessly with QuickBooks Online (QBO). Save hours of admin time each week by automatically pushing quote and transaction data into QBO.

See a Demo of this integration

VIDEO: Quoter + QuickBooks Online Integration

Watch a video overview of our integration with QuickBooks Online.

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

Support Documentation
QuickBooks Field Mappings

Browse Other Accounting Integrations

Accounting

FreshBooks

Quoter + FreshBooks

Accounting

Xero

Quoter + Xero

Other

View All

View All Integrations

Join our newsletter

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

Newsletter Signup - blog

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