Missing Toolkit: Estimates logo Missing Toolkit: Estimates

QuickBooks Online

Missing Toolkit: Estimates integrates with QuickBooks Online so you can push your estimates directly to your accounting system.

Connecting QuickBooks

  1. Go to your team Settings
  2. Click on Integrations
  3. Click Connect to QuickBooks
  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 and connection status on the integrations page.

Pushing Estimates to QuickBooks

The primary integration feature is pushing estimate versions to QuickBooks Estimates. To push a version:

  1. Open the estimate and make sure a QuickBooks customer is assigned (you can set this when creating the estimate or from the estimate detail page)
  2. Click Push to QuickBooks on the version you want to sync
  3. Configure the push details:
    • Estimate Date — the date shown on the QuickBooks estimate
    • Expiration Date — when the estimate expires
    • Customer Memo — an optional message displayed to the customer
  4. Map each row to a QuickBooks item — select the corresponding QuickBooks item or service for each row in your estimate
  5. Click Push to QuickBooks to sync

Once pushed, the button changes to Synced with QuickBooks. You can push again to update the QuickBooks estimate with the latest data.

QuickBooks Customers

When connected, you can associate your estimates with QuickBooks customers. This links the estimate to the correct customer in your QuickBooks account when pushing.

QuickBooks Items

When pushing a version to QuickBooks, each row in your estimate needs to be mapped to a QuickBooks item or service. These are pulled from your QuickBooks account automatically.

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
  4. Confirm the disconnection

Disconnecting will stop the ability to push estimates, but it won't delete any existing records in either system.