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March 20, 2024
Question

I got a prompt that I could bring in the QuickBooks Online Estimates into the CRM, but it only populated two Estimates into

  • March 20, 2024
  • 1 reply
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However, I'm not able to get it to restart and sync again.

1 reply

March 20, 2024

Hi there, byleung.

 

Thank you for providing such detailed information regarding your concern about integrating your QBO account into CRM. 

 

When it comes to using third-party apps, QBO doesn't control how transactions import or export. Our system only receives and records the data.

 

To ensure that your data syncs to CRM, I suggest reaching out to your third-party provider. They can assist you in reviewing the connection setup and getting you back on track.

 

To get helpful insights on the things you buy and sell, and the status of your inventory, you can check out this article on what reports to run: Use reports to see your sales and inventory status.

 

If you need further assistance with integrating estimates into CRM, don't hesitate to contact me anytime. I'm always here to help you.