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August 24, 2023
Question

vendor quotes to quickbooks quotes automatically

  • August 24, 2023
  • 1 reply
  • 0 views

anyone have a tool that would take my vendors quotes (mostly pdf)  and automatically turn them into quotes for my customer in quickbooks?

1 reply

August 24, 2023

Hello there,

 

Currently, this option in QuickBooks Desktop is unavailable. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here is how:

 

  1. In your QuickBooks account, click the Help option.
  2. Select the Send Feedback Online option.
  3. Choose Product Suggestion.
  4. Enter your feedback.
  5. Click the Send Feedback button.

 

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

 

For now, you may want to find some third-party applications that allow you to take your vendors' quotes and automatically turn them into quotes for your customer in QuickBooks, in the QuickBooks Desktop webpage, follow this link: https://desktop.apps.com/home.

 

Once on the page, follow the steps below:

 

  1. Go to All Applications.
  2. On the search tab, type in the clue word of the specific app you're looking for.
  3. Click the magnifying glass to search.

 

You can utilize this article to customize any report: Customize reports in QuickBooks Desktop.

 

Thanks for dropping by. We're available 24/7 to tend to each of your concerns. Don't hesitate to post here again. Stay safe!