Socket + QuickBooks Online
Socket’s quoting software integrates seamlessly with QuickBooks Online
- When a Socket Quote is created, a QuickBooks Estimate will be created automatically along with its Items. The integration will try to match Socket People with a QuickBooks Customer by Organization or Person name or will create a new Customer automatically if no matches are found.
- If the Create QuickBooks Invoices option is enabled, when a Socket Quote status is changed to Accepted, Ordered, or Fulfilled, a QuickBooks Invoice will be created automatically.
- If the Create QuickBooks Invoices option is enabled, when a Payment is accepted for a Quote via Socket, a Transaction will be automatically applied to the corresponding Invoice in QuickBooks.