---
title: QuickBooks Online
description: Export your signed SumoQuote reports directly into QuickBooks Online.
---

[Skip to content](https://support.sumoquote.com/quickbooks-online#main-content)

English

Show submenu for translations

[More support](https://support.sumoquote.com/kb-tickets/new?hsLang=en)

![SumoQuote-1024x511.png\]](https://support.sumoquote.com/hs-fs/hubfs/Partner%20Logos/SumoQuote-1024x511.png?height=50&name=SumoQuote-1024x511.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://support.sumoquote.com/kb-tickets/new)
- Go to www.sumoquote.com

 Go to www.sumoquote.com

 How can we help you?

- There are no suggestions because the search field is empty.

1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en)
2. [Integrations](https://support.sumoquote.com/integrations?hsLang=en)
3. [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online)

# QuickBooks Online

## Export your signed SumoQuote reports directly into QuickBooks Online.

**Set Up Level Recommendation**

We recommend that you have your account [set up to at least Level 2](https://support.sumoquote.com/level-2-add-your-pricing?hsLang=en). This will build out your products and pricing in SumoQuote and line items will flow directly into QuickBooks for seamless entry.

When you integrate SumoQuote with QuickBooks Online, no data will automatically transfer. All signed reports can be exported to QuickBooks Online individually to control the flow of your financial data. As the QuickBooks integration is more complex than our other integrations, we recommend watching the video guides below to learn how to use the integration.

### Part 1: Getting Started with the QuickBooks Integration

This video covers getting QuickBooks Online connected to your SumoQuote account and basic use of the integration's functionality.

<iframe width="560" height="315" src="https://www.youtube.com/embed/Ewc_GvhABIQ?si=CYjUW16S9IWJS0Lu" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

#### Integrating with QuickBooks Online

1. Go to **Configuration** \> **Integrations**
2. Scroll down the page. Under the heading **Available apps**, look for **QuickBooks Online** and click on it.
3. Click on **Connect to QuickBooks** and you will be redirected to login to your QuickBooks account.
4. Follow the prompts in QuickBooks to complete the integration.
5. You will be redirected back to SumoQuote where you can click on **Finish**.
6. QuickBooks will now show up under **Connected apps**.

#### Exporting a Signed Report to QuickBooks

1. When a report is signed, a new button will show up on that report that says **Export to QuickBooks**. Click on this button to export to QuickBooks.
2. A window will pop up to confirm that your price list items match your QuickBooks product list. Click **Next**.
3. Select the customer in QuickBooks you want this information to be linked to, and then click **Next**.
4. Select a tax rate, if applicable, and then click **Next**.
5. Click on **Export to QuickBooks** to complete the export process and close the **Export to QuickBooks** window.
6. When the export is complete, a new button will appear to **View in QuickBooks**. A QuickBooks logo will also show up in the bottom right corner of the report box indicating that the report has been exported.

### Part 2: Fixing and Adding Line Items

This video covers issues you may run into when exporting to QuickBooks Online and how to solve them.

<iframe width="560" height="315" src="https://www.youtube.com/embed/81u60f2o8EU?si=Y5LNfcJiz_EKZeb8" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Part 3: Using & Exporting For Accountants

This video covers preparing quotes for export into QuickBooks and managing exported quotes within QuickBooks Online.

<iframe width="560" height="315" src="https://www.youtube.com/embed/LQLII0XX9bc?si=Xzdv49e7Li8Dc2w6" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

### Part 4: Assigning Products and Services to the Correct Income/Expense Account

This video covers how to change the default expense or income accounts from SumoQuote's defaults to your company's existing expense and income accounts.

 

<iframe height="315" src="https://www.youtube.com/embed/rqIJm0W4Ews?si=LOEXeHtKGfS2pqe6" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="560" allowfullscreen data-mce-src="https://www.youtube.com/embed/rqIJm0W4Ews?si=LOEXeHtKGfS2pqe6" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-mce-fragment="1"></iframe>

 

**Grandfathered Light Plan**

The QuickBooks integration is available for [SumoQuote Heavy plans](https://support.sumoquote.com/plans-compared?hsLang=en) only.

 

- [Getting started](https://support.sumoquote.com/getting-started?hsLang=en#main-content)

    - [Onboarding](https://support.sumoquote.com/getting-started?hsLang=en#onboarding)
    - [Branding](https://support.sumoquote.com/getting-started?hsLang=en#branding)
    - [Setup](https://support.sumoquote.com/getting-started?hsLang=en#setup)
- [Account Settings](https://support.sumoquote.com/account-settings?hsLang=en)
- [Subscription](https://support.sumoquote.com/subscription?hsLang=en#main-content)

    - [Subscription Management](https://support.sumoquote.com/subscription?hsLang=en#subscription-management)
- [Dashboard](https://support.sumoquote.com/dashboard?hsLang=en)
- [Templates](https://support.sumoquote.com/templates?hsLang=en)
- [Layouts](https://support.sumoquote.com/layouts?hsLang=en#main-content)

    - [Custom Pages](https://support.sumoquote.com/layouts?hsLang=en#custom-pages)
- [Inspection Page](https://support.sumoquote.com/inspection-page?hsLang=en)
- [Measurements and Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#main-content)

    - [Measurements](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#measurements)
    - [Calculations](https://support.sumoquote.com/measurements-and-calculations?hsLang=en#calculations)
- [Product and Price Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#main-content)

    - [Price Lists and Adjustments](https://support.sumoquote.com/product-and-price-lists?hsLang=en#price-lists-and-adjustments)
    - [Product Lists](https://support.sumoquote.com/product-and-price-lists?hsLang=en#product-lists)
- [Financials](https://support.sumoquote.com/financials?hsLang=en#main-content)

    - [Orders](https://support.sumoquote.com/financials?hsLang=en#orders)
    - [Margins and Markups](https://support.sumoquote.com/financials?hsLang=en#margins-and-markups)
    - [Taxes](https://support.sumoquote.com/financials?hsLang=en#taxes)
    - [Invoicing](https://support.sumoquote.com/financials?hsLang=en#invoicing)
- [eSigning](https://support.sumoquote.com/esigning?hsLang=en)
- [Solar](https://support.sumoquote.com/solar?hsLang=en#main-content)

    - [Creating a Solar Project](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-project)
    - [Creating a Solar Report](https://support.sumoquote.com/solar?hsLang=en#creating-a-solar-report)
- [Integrations](https://support.sumoquote.com/integrations?hsLang=en#main-content)

    - [Beacon](https://support.sumoquote.com/integrations?hsLang=en#beacon)
    - [Hover](https://support.sumoquote.com/integrations?hsLang=en#hover)
    - [CompanyCam](https://support.sumoquote.com/integrations?hsLang=en#companycam)
    - [EagleView](https://support.sumoquote.com/integrations?hsLang=en#eagleview)
    - [JobNimbus](https://support.sumoquote.com/integrations?hsLang=en#jobnimbus)
    - [Leap](https://support.sumoquote.com/integrations?hsLang=en#leap)
    - [QuickBooks Online](https://support.sumoquote.com/integrations?hsLang=en#quickbooks-online)
    - [RoofScope](https://support.sumoquote.com/integrations?hsLang=en#roofscope)
    - [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial)
    - [Zapier](https://support.sumoquote.com/integrations?hsLang=en#zapier)
    - [AccuLynx](https://support.sumoquote.com/integrations?hsLang=en#acculynx)
    - [Financing](https://support.sumoquote.com/integrations?hsLang=en#financing)
- [FAQs](https://support.sumoquote.com/faqs?hsLang=en)

[![Chill listening crop-3](https://support.sumoquote.com/hs-fs/hubfs/Vertical%20Logo%20Colour.png?width=48&height=24&name=Vertical%20Logo%20Colour.png "Chill listening crop-3")](http://www.jobnimbus.com)

SumoQuote Help Center

Copyright © 2026, JobNimbus