Connect QuickBooks Online once. Then any accepted quote, or any finished time-billed job, goes to QuickBooks as an invoice with the customer, lines and taxes already filled in.
Click Send to QuickBooks on an accepted quote. Quotara finds the customer in QuickBooks, or creates them, and builds the invoice with your quote number, lines and PO.
Pick the tax code once and Quotara uses it on every invoice. Shops with two taxes, like GST and QST, get both on the right amount after any discount, the same as on the quote.
| Amount | |
|---|---|
| Subtotal | $2,700.00 |
| Discount 10% | −$270.00 |
| GST 5% | $121.50 |
| QST 9.975% | $242.39 |
| Total | $2,793.89 |
Repair work with no quote? When the job ships, open it, check the hours your team clocked, pick a labour rate, add any extra lines, and send it to QuickBooks.
| Line | Qty | Rate |
|---|---|---|
| Labour: Repair conveyor frame | 7.5 h | $85.00 |
| Welding wire and gas | 1 | $42.00 |
14 days free, no credit card. Or book 20 minutes with the founder and bring a drawing: we’ll quote it live.