QuickBooks can be integrated with QuoteToMe to help make it easier to Get Quotes, send Purchase Orders, and enter Expenses & Invoices. All of these will sync to your QuickBooks instantly. Here are some general navigations tips for using QuickBooks with QuoteToMe.

Using QuickBooks with QuoteToMe

TABLE OF CONTENTS

Purchase Orders

When a PO is issued from QTM, it will appear in QuickBooks under "Expenses & Bills"

  • Go to: Expenses & Bills > Expense Transactions > Purchase Order (filter) 


Suppliers/Vendors

Find suppliers under Expenses & Bills > Suppliers.

  • Enter suppliers here to have them appear in QTM.



Cost Codes

Cost Codes entered under:

  • "General Ledger Accounts" 
  • Located under Accounting > Chart of accounts

And

  • "Products & Services"
    • Located under Sales & Get Paid > Products & services


Will sync to QTM and will be available to use therein.

  • For General Ledger Accounts: these will sync to QTM if entered under the categories of Expenses or Cost Of Goods Sold.

Projects

Projects for use in QTM are created as "Sub-Customers" located within "Customers & leads"

  • Go to Customer Hub > Customers & leads


  • Upon creating a customer, check the "Is a Sub-Customer" box, and select the "Parent Customer" from the drop-down:



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