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QuoteWerks Help
Version 24 (Build 4.02) 
October 4, 2024
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Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration

QuickBooks Contact-Database Integration

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This section will take you through the steps of integrating your QuickBooks contact database with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the QuickBooks option:

 

 

For more information on QuickBooks integration, please see:

DataLink Setup

Pulling QuickBooks Contact Information into QuoteWerks