How to view QuickBooks invoices and estimates in Daylite

In this article, you’ll learn how to use FinanceConnector to view QuickBooks invoices and estimates.

In the pane on the right of the QuickBooks tab, there is a menu to switch between viewing invoices and estimates for a customer. You can also download the invoice or estimate as a PDF over the  Button or open it in a browser with the Button.

Above the customer information on the left, you can select between the contact and the linked company.