If you haven’t completed your Quickbooks integration, click here to learn how.
Once you’ve finished connecting with Quickbooks, you will be taken to the “Integrations” page inside eQuotes and you can start to sync your customers or products.
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
– Sync Products
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!