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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

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