Our integration with QuickBooks allows Qwilr to conveniently raise invoices in QuickBooks Online.
Your quotes on Qwilr can be pushed to QuickBooks as draft invoices. You can push an invoice manually anytime, and also have an invoice generate automatically when a quote is accepted by your client. To use the QuickBooks integration, your Qwilr page will need both a Quote Block and an Accept Block.
Note: This integration is only available on our Business and Enterprise plans.
Setting up the QuickBooks Integration
Step 1. Click on your initials in the top right corner of the screen to open Settings. Select Add Integrations. Then click on QuickBooks.
Step 2. Click the Connect to QuickBooks button.
Step 3. A new window will pop up (if you don't see one, check whether your browser is blocking the pop-up and allow pop-ups from qwilr.com). Follow the prompts to authorize Qwilr to connect with your QuickBooks account.
Step 4. To ensure that Qwilr and QuickBooks are using the same taxes on your generated invoices, be sure to set up the Map Taxes section. If the taxes aren't mapped, Qwilr will just do its best to set the taxes appropriately in QuickBooks. This can cause some issues when doing calculations on taxes paid, so it is highly recommended that you map your taxes.
When you see an X, the taxes aren't mapped. Use the dropdown menu to select the correct QuickBooks tax.
When there is a green check mark, the taxes have been mapped.
Your integration between Qwilr and QuickBooks is now authorized!
Automatically pushing quotes to create QuickBooks invoices
When the QuickBooks integration is enabled, a QuickBooks Online icon appears on the Quote Block. When you click on it, you'll be prompted to choose one of your QuickBooks contacts from the dropdown menu. This contact will receive an invoice generated from the quote.
Want to generate an invoice automatically when your client clicks the Accept button in your Qwilr Page? Enable the Create Invoice on Accept switch.
Manually pushing quotes to create QuickBooks invoices
If you click the Generate Estimate button (as pictured above), an invoice will generate in QuickBooks as if the quote was just accepted.
Disabling the QuickBooks Integration
You can disable the QuickBooks integration at any time by going into your QuickBooks integration settings in Qwilr and clicking Disable.