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September 23, 2019
Question

Does QB have import function for quote/estimate?

  • September 23, 2019
  • 2 replies
  • 0 views
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2 replies

Level 5
September 23, 2019

Hi there,

 

You've reached the right place for help. It's important you're able to import your invoices and I'd be happy to steer you in the right direction. 

 

You'll need to use a third-party to successfully import a quote/estimate to your QBO account. Among other apps, there's a third-party app on our app store which allows you to import estimates. Here's a link to the app: Transaction Pro. Give this app a try and let me know how you make out. I also recomend searching for other similar apps on our app store using this link: QBO App Store. 

 

In case you've got other questions, don't hesitate to reach out. I'm here to help. :)

September 24, 2019

hi @waiyin330 ,

You may compare TP Importer and Saasant for your needs.

https://transactionpro.grsm.io/fl-qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.