Integrating Quoter with QuickBooks Online enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.
Customer or Person Search Sync
When creating a Quote in Quoter, you can search for an existing Customer or Person from QuickBooks, or create a new one.
Estimates created from published Quotes
When a Quoter Quote is created, a QuickBooks Estimate will be created automatically along with its Items.
Automatic Invoicing
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.
Push Transaction Value to an Invoice
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.
All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.
