You can control how to export and import data with QuickBooks Online using the different integration settings available.

To access the integration settings,

1 - Open the Integrations page

Click on the "My account" menu, then on the "Integrations" tab. Alternatively, you can click on this link to access it directly.

2 - Select the QuickBooks Online integration showing in the list by clicking on its name

Usage of the different options

Auto export won quote - When active, every newly won quote will automatically be exported to QuickBooks Online as an invoice.

Export contact's organization on invoices - This option adds the contact's organization to the invoices exported to QuickBooks Online

Override invoice number - When active, the invoices exported to QuickBooks online use QuoteMachine's invoice number

Export products - When active, this option will cause every product created in the QuoteMachine catalog to be exported to QuickBooks online automatically.

Auto export of sent invoice - This setting causes every new invoice created in QuoteMachine to be exported automatically in QuickBooks Online

Default income account - Income account that will be used by default for products having none set.

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