Importing Quotes into Quickbooks

Importing quotes  into QuickBooks can significantly enhance your business productivity. , @JMD6. Let me share some information about importing quotes into QuickBooks.

Please know that QuickBooks Online offers limited data import capabilities on its platform. Currently, there is no functionality to directly upload quotes into the software. As a workaround, consider using third-party applications that enable this integration with our system.

To find a third-party app, here are the steps you can follow: 

1. Open your QuickBooks account.
2. On your left navigation panel, select Apps, then Find apps.
3. Use the search field or Browse categories dropdown to find the app that can help with this process.

If you're interested in customizing your sales forms and importing other data into QuickBooks, check out these articles:

• Customise invoices, quotes, and sales receipts in QuickBooks Online
• Common questions about importing data to QuickBooks Online.

For any additional questions about importing data into QuickBooks, feel free to post in this forum. We're here to help.

@JMD6 

Which app do want to use creating quotes? 

 Hi JMD6, the information that you have been provided is incorrect as it's not possible to import Estimates into the UK QuickBooks online products, there is simply no Estimate option within the import settings. Thanks for posting on the Community - we'll be here if you need any further assistance. 

The SaasAnt Transactions app might be able to do it. 

Automate Bulk Import, Export & Delete Transactions From Excel, CSV, IIF into QuickBooks Online | Saa...

We used it a lot during migration as the QB recommended partner/tool was very poor.