Accounting
Connect QuickBooks
The B2B quote-to-cash layer for QuickBooks Online.
Overview
QuickBooks + TackQuote
TackQuote integrates with QuickBooks Online to automate the accounting side of your quoting workflow. Push quotes as QBO estimates for approval workflows, or skip straight to invoice creation on acceptance. Customer matching ensures your QBO books stay clean.
TackQuote connects to QuickBooks Online via OAuth 2.0 using Intuit's developer platform. Setup is straightforward and takes under five minutes.
Before you start
What you'll need
- QuickBooks Online Simple Start, Essentials, Plus, or Advanced
- Intuit account admin access
- TackQuote Starter plan or above
Setup
How to connect QuickBooks
Connect via Intuit OAuth
In TackQuote Integrations, click "Connect QuickBooks". Sign in to your Intuit account and authorize TackQuote to access your QBO company.Map products and accounts
Map TackQuote product categories to QBO products/services and income accounts. TackQuote auto-maps common categories.Choose estimate or invoice
Decide whether accepted quotes become QBO estimates (for further internal review) or invoices (for direct billing).Start syncing
Accepted quotes flow into QuickBooks automatically. Your bookkeeper sees accurate records without any manual data entry.
Capabilities
What you get
Estimate & Invoice Sync
Push TackQuote quotes as QuickBooks estimates for internal approval, or convert directly to invoices on buyer acceptance.
Customer Matching
TackQuote matches buyers to QuickBooks customers by name and email. New customers are created in QBO when no match is found.
Product/Service Mapping
Map TackQuote line items to QuickBooks products and services. Account codes and income categories carry through to your P&L automatically.
Payment Tracking
QuickBooks invoice payment events feed back to TackQuote, keeping your quote-to-cash timeline complete.
FAQ
QuickBooks questions
Does TackQuote support QuickBooks Desktop?
Currently, TackQuote supports QuickBooks Online only. QuickBooks Desktop integration is on our roadmap.
What do I need to connect TackQuote to QuickBooks?
A QuickBooks Online plan (Simple Start through Advanced) and Intuit account admin access to complete the OAuth authorization. TackQuote Starter plan or above is required.
Do accepted quotes create estimates or invoices in QuickBooks?
You choose during setup — push quotes as QuickBooks estimates for internal review, or convert straight to invoices on buyer acceptance for direct billing.