How does QuoteWerks work with QuickBooks?
QuoteWerks integrates with QuickBooks both as a contact manager and an accounting package. The following describes the QuickBooks contact management integration. Details on the accounting integration can be found on the QuickBooks FAQ page.
QuoteWerks pulls QuickBooks contact information into the quote
From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by searching the contact information from QuickBooks including both the Bill To and Ship To contact information. You will never have to re-type your customer information.