I have connected Keap to QuickBooks using the QBO Integration.
But after contenting I find that the sync is limited. Please find the following as my results after full integration. I am looking for a way to Sync estimates in QB to Orders in Keap or the reverse.
KEAP AND QUICKBOOKS NOTES about SYNC
New Contact in Keap does not create Contact in QB - Can be done with Zapier.com
New Contact in QB sync’s creates new Contact in KEAP
Estimate in Keap does not create Estimate in QB - Is there a why to do this with a middleware?
Estimate in QB does not create Estimate in Keap - Is there a why to do this with a middleware?
Invoice in QB sync’s to KEAP
Invoice in KEAP does not create Invoice in QB - Is there a why to do this with a middleware?
Payments in KEAP sync’s to QB
Payments in QB sync’s to KEAP
Sales Receipt in QB does not create Sales Receipt in KEAP
Is there a way to sync estimates from either QB or Keap