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QUICKBOOKS ONLINE CUSTOMER SERVICE SUPPORT HOW TO
QUICKBOOKS ONLINE CUSTOMER SERVICE SUPPORT UPDATE

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QUICKBOOKS ONLINE CUSTOMER SERVICE SUPPORT UPDATE

Quotient does not create or update QuickBooks products/services.įield matches (for lookups): From QuickBooks

Your QuickBooks products/services will now appear in the lookup results.

Under 'Lookup products/services' hit ‘Enable’.

QUICKBOOKS ONLINE CUSTOMER SERVICE SUPPORT HOW TO

How to enable QuickBooks Products/Services Lookups QuickBooks products/services are indicated with a QuickBooks logo. When adding Price Items to Quotes you can include QuickBooks products/services in lookup results. QuickBooks customers must have these fields populated to be included in the lookup results:

Your QuickBooks customers will now appear in the lookup results.

How to enable QuickBooks Customer Lookups Note: Only a person's name, email and company name are saved. Once you select a QuickBooks customer it will be saved (copied) into Quotient Contacts. QuickBooks customers are indicated with a QuickBooks logo. When adding Contacts to Quotes you can include your QuickBooks customers in lookup results.

Contacts are matched by customer display name. If a customer already exists in QuickBooks, Quotient will NOT replace or update the customer or relevant customer information. There's also the option to include the Long Description text on the invoice.Ĭontacts are sent to QuickBooks when an invoice is created. In Quotient there is a 'No tax' rate, which will need to be matched to any tax rate in QuickBooks.ĭisplayed on the invoice is the Quote Title, customer order/reference number, a permanent link back to your quote for easy future reference and all accepted Price Items (including Unit Price, Quantity and Heading). Match your QuickBooks categories and tax rates to those which are in Quotient using the appropriate drop-downs, hit ‘Save’.Confirm when accepted Quotes are sent to QuickBooks, the invoice terms (invoice due date) and what's included on the invoices, hit 'Save, next: Match Detail'.

manually using the 'Create invoice' button.

automatically when the Quote is archived (this is the default) or.

automatically when the Quote is accepted or.

Hit Enable for any other services you require.Īn 'open' invoice can be created in QuickBooks from an accepted Quote:.

Hit Enable for one of the services you require i.e.

Click on your Account Name (on the top-right of your Dashboard), then go to Account Settings > Add-ons > QuickBooks.

These are real-time lookups, meaning they work seamlessly alongside Quotient’s own powerful Contacts and Saved Items.īest of all, once a Quote has been accepted, an invoice can be created automatically in QuickBooks. You can lookup your QuickBooks customers and QuickBooks products/services when creating Quotes. Quotient integrates seamlessly with QuickBooks Online. Edit QuickBooks Online – Getting Connected