What is the QuoteCloud integration with QuickBooks Online?

QuoteCloud connects to QuickBooks Online through Zapier. You create, send and eSign quotes and proposals in QuoteCloud, and the connection passes what happens there, such as a signed quote or a new contact, to QuickBooks Online as invoices and customers. Your sales documents and your books stay aligned without anyone retyping them.

What are the main benefits of using QuoteCloud with QuickBooks Online?

Less retyping and fewer mistakes. A signed quote can become an invoice without anyone copying line items, the customer on the quote is the customer on the invoice, and sales and accounts can see the same status. You can also invoice sooner, because the invoice can be created the moment your client signs.

Which data is synced between QuoteCloud and QuickBooks Online?

It depends on the automations you switch on. Common ones are a signed quote creating an invoice in QuickBooks Online with its line items, quantities and tax, and a contact created in QuoteCloud creating a customer in QuickBooks Online. QuoteCloud also has actions that other apps can trigger, such as creating or updating a contact or updating a document's status, so information such as payment status can flow back to the quote.

How do I set up QuoteCloud with QuickBooks Online?

QuoteCloud connects to QuickBooks Online through Zapier, in three steps and with no code. First, choose QuoteCloud as the trigger app and pick a trigger, such as a recipient signing a document. Second, connect your QuoteCloud account. Third, choose QuickBooks Online as the action app, pick an action such as creating an invoice, map the fields and turn it on. If you need help, book a demo or contact QuoteCloud support.

Can I create invoices in QuoteCloud and have them appear in QuickBooks Online?

The invoice itself is created in QuickBooks Online. You build, send and get the quote or proposal signed in QuoteCloud, and when the recipient signs, the connection can create the invoice in QuickBooks Online with the same line items, quantities and tax, filed under the matching customer. Nothing is typed twice.

Does QuoteCloud support QuickBooks Payments for accepting customer payments?

QuoteCloud's online payment options are Stripe and PayPal, and your clients can pay straight from the document with either. Payments you take through QuickBooks Payments are handled in QuickBooks Online itself. If your workflow depends on QuickBooks Payments, book a demo or contact QuoteCloud support to confirm what is possible before you rely on it.

How does the integration improve accuracy and save my team time?

The details are typed once. Line items, quantities, tax and customer details come from the signed quote instead of being copied by hand, which removes a common source of errors and mismatched records. Your team spends less time on re-entry and checking, and more time selling.

How can I try QuoteCloud with QuickBooks Online before committing?

QuoteCloud offers a free 14-day trial with no credit card required, so you can connect QuickBooks Online and test the workflow with your own quotes. You can also book a demo to see the setup and the quoting and proposal software in action.

Signed quotes land in QuickBooks Online as invoices.

The same lines, tax and customer, the moment your client signs. Nobody retypes the quote.

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No credit card required4.2 on Capterra

QuoteCloud quoteQ-2207 · Espresso bar fit-out AwaitingSignedPaid

Prepared for Saltmarsh Bakery

Espresso machine1$6,400.00
On-demand grinder2$2,300.00
Install & training1$900.00

Sales tax (8%)$768.00 Total$10,368.00

Dana WhitlockAwaiting signatureSigned online · 2:14 pm Accept & sign

Paid

QuickBooks OnlineInvoices

SB Saltmarsh BakeryDana Whitlock Finding customerMatched

INV-1087OpenPaid

Espresso machine1$6,400.00
On-demand grinder2$2,300.00
Install & training1$900.00
Sales tax (8%)$768.00

Waiting for a signed quote

Balance due$10,368.00$0.00 Payment received

Typed once. Right in both places.

What your client signed is what your books record.

Client and contactCustomer
Line itemsInvoice lines
Quantities and pricesQty and rate
TaxSales tax
Document statusPayment received

You choose which fields map, and which events trigger them.

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From yes to paid, without the paperwork.

Quoting, signing and payment in QuoteCloud. Your books, kept in step.

Every signed quote joins your invoice list.

Created in QuickBooks Online the moment your client signs.
Quoting software
Customers found, not duplicated.

The client on the quote is the customer on the invoice.
Totals that agree to the cent.

Lines and tax carry across exactly as quoted.
CPQ software
The signature starts the invoice.

Legally binding eSignatures on any device, with nothing to print or scan.
eSignatures
Paid from the quote itself.

Clients can pay online with Stripe or PayPal, so there is less to chase.
Payment integrations

Connect it in three steps.

QuoteCloud connects to QuickBooks Online through Zapier, with no code to write.

Choose the QuoteCloud trigger
Pick the event that starts it, such as a recipient signing.
Connect your QuoteCloud account
Sign in once and Zapier can see your documents and contacts.
Choose the QuickBooks Online action
Pick an action such as creating an invoice, map the fields, test it and turn it on.