Integrations

Sending a Quote to QuickBooks as an Estimate

Create the estimate in your books straight from the quote.

Last updated October 29, 2026

A quote built in CleanTrack360 can become an Estimate in QuickBooks with one click, for the location or the lead on the quote.

1

Open the quote

Go to Quotes and open the quote. The quote needs a location or a lead; a lead with no QuickBooks customer is created as one when the estimate is sent.

2

Send to QuickBooks

Click Send to QuickBooks. Each quote line is booked under the service item mapped in the accounting setup, or the default item.

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Important: If you see "Finish the QuickBooks setup in Settings first", the income account or default item is missing. Set them under Settings > Integrations and try again.
3

Once per quote

The button then reads Estimate # with the number QuickBooks assigned. A quote is sent once; editing the quote afterwards does not update the estimate.

4

Status read-back

Every hour CleanTrack360 reads estimate statuses back from QuickBooks, so an estimate accepted or closed there is reflected on the quote. Read back from QuickBooks on the setup card does it on demand.

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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.

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