First, we let you sync your QuickBooks Online contacts with Quote Roller, now we’ve kicked it up a few notches with a deeper integration, allowing you invoice using QuickBooks Online (QBO) from a Quote Roller proposal.
In this blog post, we’re going to teach you to close out your deals by doing what you do best, get paid!
Intuit QuickBooks Online
How to Login Using Intuit Credentials
We’ve integrated with Intuit, allowing you to have a single sign-in for both products. If you’re already an Intuit user, follow these simple steps to authorize your integration and start invoicing!
1. From the Quote Roller login screen click “Sign in with Intuit” and provide your credentials.
2. Authorize your connection, to give permission for Quote Roller access to your Intuit account (you only have to do this once).
That wasn’t so hard was it?
Once you’re logged in, you’ll find the Intuit toolbar in the upper righthand corner, giving you access to your QBO account.
Quote Roller will also appear in your Launch My Apps tab within Intuit.
How to set up QuickBooks Online integration
1. Log into your Quote Roller account and go to Settings > Integrations. Scroll down to find the Intuit QBO integration. Click Connect to QuickBooks.
2. Sign into your QBO account with your usual Intuit password. By signing in, you automatically authorize the integration until you explicitly revoke access under Manage Apps in QuickBooks or Disable this integration within Quote Roller.
Send Invoices Using QuickBooks Online
After you complete a proposal you can choose to click the green icon Create invoice in QuickBooks Online in the column under “Preview the proposal” button, as shown below.
Now, whenever you want to Sync your QBO contacts into Quote Roller you simply visit Settings > Integrations > QuickBooks to Sync contacts in that one direction. Also, if you want to create invoices from proposals, make sure to keep that checked. Hit Save.
Limitations to QuickBooks Online integration
Since proposals and invoices are different, some important things to take note of that simply won’t convert. Taxes and discounts from your Quote Roller proposal will not be added to your QuickBooks invoice. Add them manually to your invoice.
As always, email firstname.lastname@example.org to contact our customer success team if you have any questions.