Exporting data from Markate to QuickBooks Online

Modified on Wed, 19 Mar at 4:21 AM

Let's prepare data (Customers, Invoices, Expenses and Estimates) to Export from Markate to QuickBooks successfully.

1. Export Customers

When you sync a new customer from Markate to QuickBooks Online (QBO), the customer profile will be created in QBO, establishing a linkage for all future invoices.

If you change a customer's display name in Markate, this update will also occur in QuickBooks Online the next time an invoice for that customer syncs.

For syncing Customer successfully, go to your Markate account and then open New Customer page.
Enter the Customer's info in the fields mentioned in the below table:

Company Name

(if Commercial Customer)

First and Last Name

Mobile

Contact Email

Street Address

City

Zip / Postal Code

Comments

Here's how you can enter the Customer's info in Markate so that it syncs to QBO successfully.

Once Export Customers syncing happens, this is how Sync Log will show that the Customer linkage has been created to your QBO account successfully.

Now, check in your QBO account in Customers list.
You will find the newly created customer.

2. Export Invoices

For syncing Invoice successfully, go to your Markate account and then open New Invoice page.
Enter the Invoice details in the fields mentioned in the below table:

Customer

Job Location

Invoice Type

Invoice#

Date Issued

Due Date

Item

Type

Qty

Price

Tax

Message to Customer

Here's how you can enter the Invoice details in Markate so that it syncs to QBO successfully.

Once Export Invoice syncing happens, this is how Sync Log will show that the Invoice has been synced to your QBO account successfully.

Now, check in your QBO account in Invoices list or where Invoices are attached to the Particular Customer for whom Invoice has been created.
You will find the Invoice attached to the particular customer as well as under the Invoices list.

and

3. Export Expenses

For syncing Expense successfully, go to your Markate account and then open Record Expense page or Record Mileage page.
Enter the Expense details in the fields mentioned in the below table:

 Donot mark 'Billable' checkbox as the feature is not supported in QBO.

Record Expense Fields:

Date

Vendor

Customer

Employee

Spent On

Description/Notes

Amount and Tax

Here's how you can enter the Expense details in Markate so that it syncs to QBO successfully.

Record Mileage Fields:

Date

Vendor

Customer

Employee

Distance

Rate per Mile

Here's how you can enter the Mileage details in Markate so that it syncs to QBO successfully.

Once Export Expense syncing happens, this is how Sync Log will show that the Expense has been synced to your QBO account successfully.

Now, check in your QBO account in Expenses list.

4. Export Estimates

For syncing Estimates successfully, go to your QBO account and then open Create Estimate page.
Enter the Estimate details in the fields mentioned in the below table:

Customer

Job Location

Item

Item Type

Item Qty

Item Price

Item Discount

Item Tax

Message to Customer

Instructions

Here's how you can enter the Standard Estimate details in Markate so that it syncs to QBO successfully.

Once Export Estimate syncing happens, this is how Sync Log will show that the Estimate has been synced to your QBO account successfully.

Now, check in your QBO account in Estimates list or where Estimates are attached to the Particular Customer for whom Estimate has been created.
You will find the Estimate attached to the particular customer as well as under the Estimates list.

and

IMPORTANT:

Setting the Tax Rate:

To successfully sync the Invoice/Expense/Estimate, make sure the tax rate is set exactly same on both Markate and QBO.

TAX RATE in MARKATE:

TAX RATE in QBO is same as in MARKATE:

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