Quickbooks screen on an open laptop

Quick Guide to the SumoQuote-Quickbooks Integration


Do you use software tools to run your business? If you’re like 99% of business owners, the answer is likely yes. 

You probably use more than just a single software solution at your business as well. According to research, on average, small businesses with up to 500 employees use 172 apps. In the digital age, a lot of business is done online. 

That’s where software integrations come in handy. With integrations, you can connect software you already use to another tech solution. Integrations allow users to share information back and forth between multiple software tools.

At SumoQuote, we’re in the business of making life easier for hardworking contractors like yourself. That’s why our users can integrate their QuickBooks Online (QBO) account with their SumoQuote account.

In this blog post, we’ll walk you through what QBO is and how you can use our integration with it. Let’s dive in!

What Is Quickbooks Online? 

QuickBooks is an accounting software solution designed to help business owners manage their finances. QuickBooks Online is the company’s cloud software that allows users to access their accounts and manage their finances remotely.

Business owners use QuickBooks Online for their accounting needs, from managing their cash flow to tracking sales and maximizing tax deductions. 

QuickBooks Integration with SumoQuote 

SumoQuote’s integration with QuickBooks Online allows contractors to streamline their finance tracking. You can export SumoQuote reports directly into your QBO account without leaving SumoQuote. 

Disclaimer: This integration is only applicable to QuickBooks Online, not QuickBooks Desktop.

How to Set Up Your SumoQuote and QuickBooks Integration 

You need to follow a few steps to successfully integrate your QuickBooks Online and SumoQuote accounts. We’ll walk you through the process here: 

  1. Within your SumoQuote account, navigate to Configuration
  2. From Configuration, click Integrations 
  3. Find Available apps and select QuickBooks Online
  4. Login to your QBO account
  5. Follow the on-page instructions to integrate your accounts
  6. Once completed, click Finish in SumoQuote 
  7. You should now be able to see QBO under your Connected apps  

Once your accounts are integrated, no data is transferred automatically; this is designed to give you complete control over what is and isn’t migrated to your QuickBooks Online account. You can export any signed reports to QBO individually. 

If you’re a visual learner, check out our video tutorial that takes you through the QBO integration process step-by-step. 

Benefits of the SumoQuote/QuickBooks Integration 

Once your QuickBooks Online account is linked to your SumoQuote account, there are several helpful features available to help you streamline your workflow. 

You can quickly export signed projects into QuickBooks. To do so, click on a signed project and select “Export to QuickBooks.” A window then pops up and searches for your customer in QuickBooks; you can also create a new customer from this window. If applicable, you can add a tax rate.

Once you’ve finished inputting the information, you can export it to your QuickBooks. It’s as simple as that. Now, you can export to QuickBooks Online natively within SumoQuote! This integration will save you time and energy as you manage your contracting business. 

Transform Your Contracting Business with Estimate Software 

Integrations make your life easier. The QuickBooks integration is one of several SumoQuote integrations. Using an estimate software like SumoQuote can help your contracting business improve customer service, simplify your work life, and help you stay organized. 

With features like eSignature, estimate templates, and several tech integrations, SumoQuote can transform your business. Book a demo with the SumoQuote team to get started today!

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