Importing data from QuickBooks Online to Markate

Modified on Wed, 19 Mar at 4:22 AM

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

1. Import Customers

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

For syncing Customer successfully, go to your your QBO account and then open New Customer page.
Here's how you can enter the Customer's info in QBO so that it syncs to Markate successfully.

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

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

2. Import Invoices

For syncing Invoice successfully, go to your QBO account and then open Create Invoice page.
Here's how you can enter the Invoice details in QBO so that it syncs to Markate successfully.

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

Now, check in your Markate 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. Import Expenses

For syncing Expense successfully, go to your QBO account.
First, create a New Vendor to add it to the New Expense.
This is how you fill data for New Vendor.

Once a Vendor is created, go to New Expense as shown in the below image.

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

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

Now, check in your Markate account in Expenses list.

4. Import Estimates

For syncing Estimates successfully, go to your QBO account and then open Create Estimate page.
Here's how you can enter the Estimate details in QBO so that it syncs to Markate successfully.

Once Import Estimate syncing happens, this is how Sync Log will show that the Estimate has been synced to your Markate account successfully.
- Now, check in your Markate 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.

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