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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Important:   Please note that QuickBooks must be open and running when attempting to setup and/or use the integration.

The QuickBooks Desktop Integration includes many features to simplify sending your important quote data from QuoteWerks to QuickBooks.  This topic includes the instructions for setting up and using the QuickBooks Desktop Integration.

Setting Up QuickBooks Integration

The setup for the QuickBooks Link below requires QuickBooks to be open and running:
 
Setting Up the QuickBooks Desktop Integration

 

Using the QuickBooks Integration

For information on using the QuickBooks Desktop to QuoteWerks integration, view the following topics:

Using the QuickBooks Desktop Integration

Creating Purchase orders in QuickBooks Desktop