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Integration with QuickBooks Online (QBO)

Export MeasureSquare Quotes into QBO from M2 CRM

MeasureSquare users have been inquiring if there is a way to export MeasureSquare project estimates directly into QuickBooks Online (QBO) to save time-consuming manual entry. The solution is to go through MeasureSquare CRM.

MeasureSquare CRM can be connected with all your measurement project files in the cloud. So users can easily create your quotes from the diagram with a single click in the CRM, then it can be synchronized to QBO with a single click or to configure it to sync automatically.

MeasureSquare CRM can also send a quote to customers and track customer opens and approval signatures and notifies when your customers sign the proposal.

For more details, watch the demo video or contact us for a demo: crm@measuresquare.com

Platform: any browsers
Supported OS:  Windows, iOS and Mac OS

Use Cases    MeasureSquare CRM

USE CASES

1. Use M2 CRM only for Sync M2 Quote into QBO

  • Create a quote from a M2 diagram
  • Sync quote into QBO including diagram drawings

2. Manage your team M2 projects in CRM

  • Invite your M2 users to the CRM team
  • Consolidate all M2 project files in the CRM
  • Create quote from the diagram in CRM and sync to QBO

3. Use M2 CRM to track sales leads & quote, and sync to QBO

  • Create a sales lead in M2 CRM (add diagram to the lead)
  • Create quote from the diagram in CRM and sync to QBO
  • Manage your sales pipelines

4. Manage your measurement and installation schedules

  • Create a sales lead in M2 CRM (add diagram to the lead)
  • Create quote from the diagram in M2 CRM and sync to QBO
  • Create your installation schedules under a sold deal in M2 CRM

Connect to your QBO is simple

  • Go to Settings, Integration, then click Install button
  • Follow the login process to authorize the connection
  • Ready to go

For more details, watch the demo video or contact us for a demo: crm@measuresquare.com

More about M2 CRM

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