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eApps eQuotes

How to integrate/connect with QuickBooks

In the “Settings” module, below the “Integrations, click on “Configure” below the Quickbooks logo.

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Inside, you will see the image below. Click on “Integrate” to continue

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Once you’ve done it, you will be taken to the Intuit sign-in page to enter your Quickbooks credentials

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After that, you will choose the company you want to integrate with and click “Next”

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In the page below you will be prompted to read Intuit’s “Terms of Service and Global Privacy Statement”, and after it you can click “Connect”

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Once they connect, you will be taken to the “Integrations” page inside eQuotes and you can start to sync your customers or products.

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In both options, you will need to map (link) the columns inside eQuotes with Quickbooks. All you need to do is choose the field that relates to that option, as you can see in the images below

– Sync Customers

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– Sync Products

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After you’ve synced your eQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

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