QuickBooks Online Integration includes many features to simplify sending your important quote data from QuoteWerks to QuickBooks. This topic includes the instructions for setting up and using the QuickBooks Online Integration.
Setting Up QuickBooks Online Integration
The setup for the QuickBooks Online Link has two parts. Both are required to setup your link properly:
Establishing QuickBooks Online Link
Configuring QuickBooks Online Link
Using the QuickBooks Online Integration
For information on using the QuickBooks Online to QuoteWerks integration, view the following topics:
Using QuickBooks Online Interactive Link
Creating Purchase orders in QuickBooks Online