Integrations
Sending a Quote to QuickBooks as an Estimate
Create the estimate in your books straight from the quote.
A quote built in CleanTrack360 can become an Estimate in QuickBooks with one click, for the location or the lead on the quote.
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.
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.
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.
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.