Smartsheet Estimate to Quickbooks Online

Donella

Can an estimate created in Smartsheet be exported to Quickbooks Online for invoicing, WIP, etc? For lack of a better description, I want to essentially hit a button and have all my estimate line items in the Smartsheet estimate populate a Quickbooks estimate, which I can then use to bill clients, pay subcontractors, order materials, create change orders, WIP reports, profitability reports, etc, in QB.

So my main question is, can this be done?

Is there an integration app needed, or can it be done directly from Smartsheet to QB?

Any tips & tricks, like ways to set up the estimate so that it seamlessly integrates?

Any other info to share?

I should note that it seems this can be done for time tracking, but I haven't seen any if about exporting project estimates.

TIA

Ipshita

Hi @Donella ,

I have found this link for you to export Smartsheet data to Quick Books but looks like it's mostly for Resource Management. However, try the options and let me know if this works for you. Good luck! :)

https://help.smartsheet.com/articles/2480886-export-to-quickbooks#:~:text=in%20the%20future.-,Export%20Your%20Data,easy%2Dto%2Dfind%20place.

Michael Humenansky

We have the same question... ideally a way where Estimates are creating in Smartsheet, can get sync'd into Quickbooks (as an Estimate). Ideally it can go into a Quickbooks "Project"... so we can then create Vendor POs and Customer Invoices from that "Estimate". We've had calls with Smartsheet reps in the past about this... there are some 'Data Connectors' packages that get close to doing this. But I think we found Zapier may actually be easier. That said, we have not done it yet. We would pay good money for this service if Smartsheet made the connection/app integration!