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    Sending quotes to Intuit QuickBooks
    • 01 Jun 2020
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    Sending quotes to Intuit QuickBooks

    • Updated on 01 Jun 2020
    • 1 Minute to read
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    Article Summary

    Before pushing a quote across please check your Groundplan project has all the stages, measurements and that one-off items have the correct pricing. You can easily check this in the Worksheet and Quantities tabs.

    📝 Note

    You can only send a quote to an existing customer in QuickBooks, if the customer is not in QuickBooks, please create the customer in QuickBooks before taking the steps below.

    Push to QuickBooks

    1. Click the Intuit QuickBooks tab
    2. Search for your customer by typing 3 or more characters
    3. Add or update the Customer Address for this quote to be sent (Optional)
    4. Add or update the Email Address for this quote to be sent (Optional)
    5. Select an Expiry Date (Optional)
    6. Select a Tax code for the items in the quote
    7. Add a Memo to appear as a message on your quote (Optional)
    8. Click the Create button
    9. Click the blue "Quote" link to open it in QuickBooks.

    GP QuickBooks [v7x] - Sending Quotes to QB

    📝 Notes
    • If you select Not applicable for the Tax code, you will need to add Tax codes to all lines in the QuickBooks quotes
    • Adding or updating an email address, will not add or update the email address for the customer card, only in the Quote created.
    • Adding or updating the Customer Address will not add or update the address for the customer card, only in the Quote created.

    Troubleshooting

    ⚠️ Duplicate Document Number Error

    This error occurs when the quote number already exists in QuickBooks. To resolve this error:

    1. Change the Quote number entered;
    2. Click the Create button.
    ⚠️ Required parameter Line.Amount is missing in the request

    This error appears when one-off item measurements/s labour lines are attempted to be sent to QuickBooks with no Cost or Unit price.

    To correct this error:

    1. Click the Close button;
    2. Click onto the Quantities tab to locate the item/s with no cost or unit price ;
    3. Click on the item;
    4. Click onto the measurement;
    5. Add a cost, markup or Unit price;
    6. Click the Intuit QuickBooks tab;
    7. Select the Customer;
    8. Update/ add any other information required;
    9. Click the Create button.
    ⚠️ Business Validation Error

    Please contact us under Help > Send us a message - if you experience this error.

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