QuickBooks Online Integration
Connect your QuickBooks Online account to Missing Toolkit: Estimates and keep your estimates and accounting data in sync.
What Syncs
Missing Toolkit: Estimates connects to your QuickBooks Online company to streamline your estimating workflow.
Customer Sync
Your QuickBooks customers are available directly inside Missing Toolkit: Estimates. Associate any estimate with a QuickBooks customer so your records stay connected across both systems.
Push Estimates to QuickBooks
When your estimate is ready, push it directly to QuickBooks Online. Line items, quantities, and amounts are mapped automatically so you can move from estimate to invoice without re-entering data.
Items and Services
Map your estimate line items to QuickBooks products and services. This ensures your estimates use the same items that appear on your invoices and reports.
How It Works
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1
Connect Your Account
Click the "Connect to QuickBooks" button in your team settings. You'll be redirected to Intuit to authorize the connection using OAuth 2.0.
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2
Create and Finalize Estimates
Build your estimates in Missing Toolkit: Estimates with line items, versions, and pricing. Associate each estimate with a QuickBooks customer.
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3
Push to QuickBooks
When you're ready, push a version of your estimate to QuickBooks Online. The estimate appears in QuickBooks with all line items and amounts intact.
Privacy and Security
- OAuth 2.0 authorization — we never see your QuickBooks password
- Disconnect at any time from your team settings or directly from QuickBooks
- Access tokens are securely stored and automatically refreshed
- We only access the data needed to sync customers, items, and estimates
For more details, read our Privacy Policy.
Ready to connect QuickBooks?
Sign up for Missing Toolkit: Estimates and connect your QuickBooks Online account in minutes.
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