Accounting software integration
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QuickBooks / Xero Sync

Seamless accounting integration

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Quote #1056

$2,450.00

Quote accepted
Synced to QuickBooks

Integration Status

Connected

This Month

47 Quotes

Auto-synced

100%

Eliminate double-entry and errors

With direct integration to QuickBooks and Xero, when quotes are accepted, they can be automatically converted to invoices in your accounting system.

  • Automatic sync between quotes and invoices
  • Eliminate manual data entry and errors
  • Track payments directly through your accounting system
  • Maintain consistent financial records

How It Works

Connect once and enjoy seamless financial data synchronization

1

Connect Your Account

Securely connect your QuickBooks or Xero account with just a few clicks through our integration panel.

2

Configure Sync Settings

Customize how and when your data syncs — automatically or manually — based on your business workflow.

3

Automate Your Workflow

As quotes are accepted, they automatically convert to invoices in your accounting system with all details preserved.

Integration Benefits

Why connecting your accounting system matters

Save Time

Eliminate manual data entry by automatically converting accepted quotes to invoices.

Reduce Errors

Prevent costly mistakes from manual data entry with automatic synchronization.

Consistent Records

Maintain accurate financial records with consistent data across all your business systems.

Streamlined Workflow

Complete the quote-to-cash cycle faster with seamless integration between systems.

Ready to try all the features for free?

Start your 10-quote free trial — zero setup quoting in minutes, no risk.