QuickBooks Online
QuickBooks Connection Guide
Everything you need to know about syncing clients, estimates, products, and services between QUIPA and QuickBooks Online.
How it works
What exports to QuickBooks
Clients
QUIPA exports client information to QuickBooks when you create an estimate. We search your QuickBooks client list for an exact match on Display Name; if a match is not found, a new client is created automatically.
Importing clients from QuickBooks on the QuickBooks Connect page is especially helpful — your display names will automatically match in both programs when you export an estimate.
Products & Services
QUIPA exports Fabrication Items, Fees, and Products to QuickBooks when you create an estimate. We search your products and services list for an exact match; if a match is not found, a new item is created.
Renaming your QuickBooks products and services to match QUIPA exports keeps items in the correct category and chart of accounts, so you do not end up with duplicate entries on reports.
Fabrication Items
These custom-made items export from QUIPA to QuickBooks:
Fees
QUIPA exports these service fees:
Products
QUIPA exports these purchased products and manually added components:
Note: QUIPA includes Lining/Interlining pricing in fabrication, so our exports do not include separate Lining/Interlining items.