Read on to learn about some export details.
QuoteWerks will create a customer record in QuickBooks (Lists -> Customer:Job List) for the customer that is in the quote if they do not already exist in QuickBooks. This is useful if you do not have the customer already in QuickBooks.
If the customer record already exists, then based on the “If the Customer does exist” option specified on the Transaction tab in the QuickBooks link setup, the customer information in QuickBooks can be updated with the information from the QuoteWerks document.
Items on Estimates/Invoices
An item's cost, description, and price from QuoteWerks will be used in the exported estimate/invoice, not the cost, description, and price of the item in QuickBooks.
When exporting estimates/invoices, QuoteWerks will create items in QuickBooks (Lists -> Items menu) if the items do not already exist.
When exporting items to QuickBooks 2002 and the item exists, QuoteWerks does not update the existing item in the Items List.
QuickBooks 2003 and Later
When exporting items to QuickBooks 2003/2004 and the item exists, QuoteWerks can update the cost/price of the item in the Items List.