Connect the web-based accounting software QuickBooks Online with Daylite trough the plugin FinanceConnector. You can transfer customer data in no time from Daylite to QuickBooks to create invoices or offers for services or products.
Use the integration FinanceConnector to transfer estimates from the Daylite App to QuickBooks.
Transfer estimates from Daylite to Quickbooks
Follow these steps to transfer estimates from Daylite to QuickBooks:
- Open the opportunity in Daylite with the estimate you want to transfer to QuickBooks
- Navigate to the QuickBooks tab
- Click on Send to QuickBooks for transferring the estimate to QuickBooks