Missing Toolkit: Estimates

QuickBooks Online

Missing Toolkit: Estimates integrates with QuickBooks Online to keep your estimates and accounting data in sync.

Connecting QuickBooks

  1. Go to your team Settings
  2. Click on Integrations
  3. Click Connect next to QuickBooks Online
  4. You'll be redirected to QuickBooks to authorize the connection
  5. After authorizing, you'll be redirected back to Missing Toolkit: Estimates

Once connected, you'll see your QuickBooks company name displayed on the integrations page.

What Syncs

The QuickBooks integration keeps your customer data synchronized between Missing Toolkit: Estimates and QuickBooks Online. This means:

  • Customers from QuickBooks appear in Missing Toolkit: Estimates
  • You can associate estimates with your QuickBooks customers

Disconnecting QuickBooks

If you need to disconnect your QuickBooks account:

  1. Go to your team Settings
  2. Click on Integrations
  3. Click Disconnect next to QuickBooks Online

Disconnecting will stop syncing data, but it won't delete any existing records in either system.