Bring your customers and old estimates from QuickBooks
Import your QuickBooks Desktop or Online customer list, past estimates and their attachments in a few minutes, without duplicates.
Switching should not mean retyping years of customers. Settings, Import reads QuickBooks exports, shows you a preview and only then saves.
What comes over
- Customers, matched by email and then by name so nothing is duplicated
- Past estimates with their line items
- Attachments like site maps and photos
For QuickBooks Desktop there is a script that writes the export files for you. Changed your mind? Imported data can be removed without touching anything you created by hand.