Quickbooks integration | Estimates

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@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 “estimate” and send to client. The client would accept it and an invoice would be created by quickbooks.

Magic wand scenario :

  1. Estimate made in Assembly and updates quickbooks.
  2. Client accepted QB Estimate which updates Assembly.
  3. Assembly transitions Estimate to Invoice and communicates that to QB

Writing this out, it would work is the estimate is in the assembly environment only, and the invoice ends up in QB. Im less worried about the estimate being “in” QB vs the estimate process. So thinking about it this way it would be, [with some missing pieces]:

  1. Assembly Environment:
    • Estimate created
    • Estimate Accepted by Client
    • Estimate Transitioned to “Invoice”
  2. Assembly to QB
    • After that invoice is saved/created, Assembly sends invoice and products to QB
    • [Missing: Ability to match the deposit; % of full invoice option for payment. e.g. if I want to only charge 50% of the created invoice vs 100%]
  3. QB Environment
    • Client will receive invoice and process payment.
    • [Missing: paid invoice from QB to Assembly with payment details]

Let me know if any other details are needed, I believe this sums up the scenario. Thank you!

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