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Owlery connects to QuickBooks Online through the Intuit API. We can synchronize a supported Estimate workflow, map QuickBooks Items, create freight Purchase Orders from booked quotes, and support a specialized connected invoice workflow.
Owlery learns how your Customers, Items, Estimates, Vendors, accounts, and accessorials relate. We recommend the accounting mappings; your team confirms the intended result.
Where to find it: Settings → Integrations

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Three parts of the integration

Reading data

Synchronize supported Estimates and Items through QuickBooks change tracking.

Writing back

Create or update Estimates and freight Purchase Orders, plus review the specialized invoice workflow.

Configuration

Review Customer, Item, Vendor, AP-account, GL-code, and accessorial mappings.

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Getting started

1

Connect

A QuickBooks administrator authorizes Owlery and selects the company to connect through Intuit OAuth 2.0.
2

Share representative records

Share examples of the Estimates, Items, Vendors, Purchase Orders, or Invoices relevant to your selected workflow.
3

Confirm the recommendation

Owlery presents the recommended Customer, Item, Vendor, AP-account, GL-code, and accessorial mappings. Your team confirms the operational and accounting result.
4

Go live

Owlery validates the agreed scenarios, enables the workflow, and monitors the first records.
Need help planning your QuickBooks connection? Email support@owlery.ai.