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Create and send estimates in QuickBooks from new Excel entries, and email customers via Outlook

Create and send estimates by adding new rows in Microsoft Excel. Retrieve customer details in QuickBooks Online and email the estimates via Microsoft Outlook for faster onboarding and improved customer communication.

Create and send estimates in QuickBooks from new Excel entries, and email customers via Outlook

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Overview

Create and send estimates by adding new rows in Microsoft Excel. Retrieve customer details in QuickBooks Online and email the estimates via Microsoft Outlook for faster onboarding and improved customer communication.

Create and send estimates in QuickBooks from new Excel entries, and email customers via Outlook