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NewWon quotes post to QuickBooks Onlineon the Shop plan

Support, by email.

Write to hello@quotesooner.com with your shop’s name and what you were doing. The person who builds QuoteSooner reads every message.

What to send us.

Enough to answer on the first reply.

Your shop’s name
The name on your QuoteSooner account, so we look at the right one.
What you were doing
The page you were on, what you pressed, and what you expected to happen.
What the screen said
Any message QuoteSooner showed, word for word, or a screenshot of it.
The RFQ or quote number
If it’s about one request, its number is enough. There’s no need to attach your customer’s drawings.

Where else to look.

The longer answers, on their own pages.

QuickBooks Online
What syncs, what doesn’t, and who in the shop can do what. QuickBooks
AI and customer data
Where drawings go, what the AI reads, and how long it’s kept. AI and customer data
Privacy
What we collect, including from QuickBooks, and how to ask for a copy or deletion. Privacy Policy
Plans
What Free and Shop include, and what Shop costs. Pricing

Questions about QuickBooks and plans.

Anything else: hello@quotesooner.com

How do I connect QuickBooks Online?

On the Shop plan, the shop owner opens Settings, QuickBooks, presses Connect to QuickBooks and chooses the company the shop invoices from. Then choose the item quote lines post to and, if your company needs them, the tax codes.

How do I disconnect QuickBooks?

The shop owner opens Settings, QuickBooks and presses Disconnect from QuickBooks. QuoteSooner deletes its stored keys and revokes its access at Intuit. Estimates and invoices already posted stay in QuickBooks. To connect again, press Connect to QuickBooks on the same page.

What syncs between QuoteSooner and QuickBooks?

Nothing runs in the background. QuoteSooner reads your company’s name and currency, its items and tax codes, and its customers when you import them. It writes to QuickBooks only when someone presses Post on a won quote, which creates one estimate or invoice, or adds a customer from its page.

Does it work with QuickBooks Desktop?

No. QuickBooks Online only.

What does the Free plan include?

One user and 5 production RFQs a month, with no card: the worksheet, CAD reading, a starting price, and quotes sent through QuoteSooner with a page where the buyer accepts. QuickBooks Online, sending from your shop’s own mailbox, a forwarding address and automatic follow-ups are part of Shop, at 249 USD per shop per month.

Quote the next RFQ in your inbox.

Start on the sample request. No card, no customer drawings needed.