Products and services created in QuickBooks may be imported in QuoteMachine.

Note: Currently, the product import is triggered manually. It means that if you create a new Product or Service in QuickBooks, you will have to explicitly import them following the procedure described in this article. This behaviour will be updated very soon to allow for automated synchronization.

To import products from QuickBooks online into QuoteMachine

1 - Access the catalog in QuoteMachine

Open the catalog from the side menu or click directly on this link

2 - Select the right import function

Click Start new Import

Click "Start now" to trigger a full import

If you're using QuoteMachine integrated with both Lightspeed and QuickBooks, you may only sync from Lightspeed.

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