All - Activity - Alfio_Celia - Assembly Community
Quickbooks integration | Estimates
Discussion by Alfio Celia
@brittany Absolutely! With our workflow, assuming others has the same, we would send the client a quote/estimate first, they would approve that, then transition that estimate to an invoice and send for payment. with it only being a 1 way direction, I would like to have Assembly be able to build the …
Inquiry
Is there any plans to add estimates/quotes to the Quickbooks integration? That’s the one thing that keeps us from using it. Unless I have not figured out to do that on the current integration? @Veronique_Cadet @brittany