Integration guide
Connect QuickBooks Online
Status: VoiceQuote is preparing for Intuit production review. The website does not claim Intuit approval.
What the connection does
After the user reviews a draft, VoiceQuote can create an estimate in the connected QuickBooks Online company. It does not create an estimate until the user presses the create button.
Data sent to QuickBooks
Approved customer details, line descriptions, quantities, rates, customer messages, and private notes may be sent to QuickBooks. Audio is not sent to QuickBooks.
Connect or disconnect
QuickBooks connection details are handled during assisted setup. For connection changes, use VoiceQuote Support. You can also remove VoiceQuote access from your Intuit account at any time.