Accounting Integration
QuickBooks Quoting Software Integration
Send quotes from QuoteCrest, get client approval, and watch accepted quotes appear in QuickBooks Online automatically — no re-keying required.
How it works
Quote accepted? Invoice in QuickBooks.
One OAuth connection is all it takes. From that moment, every accepted quote is synced to QuickBooks in the background.
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1. Connect once
- Authorise QuoteCrest to access your QuickBooks Online account — takes 30 seconds.
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2. Send & get approved
- Create a quote, send the shareable link to your client, collect their e-signature.
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3. Invoice auto-created
- On acceptance, QuoteCrest creates the invoice in QuickBooks with all line items and tax rates mapped.
What gets synced to QuickBooks
- Client and contact details — synced both ways
- All line items with quantities, unit prices and descriptions
- Tax rates matched to your QuickBooks tax codes
- Invoice status (draft or sent) mirrored in both systems
- Items and services synced from your QuickBooks item list
“The QuickBooks sync alone is worth it. My clients approve a quote and I’m invoicing them the same day without touching QuickBooks.”
QuickBooks integration is available on the Pro plan ($19/mo) and Business plan ($49/mo). See all plans →
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