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August 10, 2021
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Is there an app that integrates with Quickbooks that will track jobs from initial quotation to final completition and invoice, that records costs including labour

  • August 10, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by ChristieAnn 11

Hi there, chris317.

 

Welcome to the QuickBooks Community. I'll be sharing details on how apps work in QuickBooks Online and a specific entry that you can enter as an alternative way to track what you need.

 

We're unable to suggest a specific app to use. However, there's a feature in QuickBooks Online where you can integrate with hundreds of apps. That said, I encourage you to go to the Apps center inside QuickBooks Online. From there, you're able to see different software to connect and help you track jobs from initial quotation to final completion and invoice that records costs including labor.

 

Here's how:

 

  1. Click Apps in the left navigation menu.
  2. Click the Browse Category drop-down menu, select Sync Data.
  3. Select the app you want to integrate.
  4. Click Get App Now and complete the following on-screen instructions.

 

You can check this article to view various information on how to manage your apps in QuickBooks Online: Disconnect an app and change subscription.

 

Additionally, there's an option to create an Estimate in QuickBooks Online where you can give your customer a quote, bid, or proposal for work you plan to do. That said, it tracks jobs from initial quotation to final completion. Then, enter an invoice to records costs. You can click this article to see additional information and how to perform the process: Create and send estimates in QuickBooks Online.

 

Please refer to this article on how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

 

Tag me in a comment below if you have other questions about apps or invoices and how to track transactions in QBO. I'll be around to help you out.

1 reply

Fiat Lux - ASIA
August 10, 2021

What kind of business do you run?

August 10, 2021

Hi there, chris317.

 

Welcome to the QuickBooks Community. I'll be sharing details on how apps work in QuickBooks Online and a specific entry that you can enter as an alternative way to track what you need.

 

We're unable to suggest a specific app to use. However, there's a feature in QuickBooks Online where you can integrate with hundreds of apps. That said, I encourage you to go to the Apps center inside QuickBooks Online. From there, you're able to see different software to connect and help you track jobs from initial quotation to final completion and invoice that records costs including labor.

 

Here's how:

 

  1. Click Apps in the left navigation menu.
  2. Click the Browse Category drop-down menu, select Sync Data.
  3. Select the app you want to integrate.
  4. Click Get App Now and complete the following on-screen instructions.

 

You can check this article to view various information on how to manage your apps in QuickBooks Online: Disconnect an app and change subscription.

 

Additionally, there's an option to create an Estimate in QuickBooks Online where you can give your customer a quote, bid, or proposal for work you plan to do. That said, it tracks jobs from initial quotation to final completion. Then, enter an invoice to records costs. You can click this article to see additional information and how to perform the process: Create and send estimates in QuickBooks Online.

 

Please refer to this article on how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.

 

Tag me in a comment below if you have other questions about apps or invoices and how to track transactions in QBO. I'll be around to help you out.