Repair-CRM

If you use QuickBooks Online, Repair-CRM shows two extra tabs, QuickBooks Invoices and QuickBooks Estimates. They let you view your QuickBooks invoices and estimates and turn estimates into jobs without leaving Repair-CRM.

Once QuickBooks Online is connected, log in to Repair-CRM and open the QuickBooks Invoices or QuickBooks Estimates tab. The tabs are not shown until the connection is set up.

You use QuickBooks Online. The tabs are only available for QuickBooks Online users.

QuickBooks Online is connected to Repair-CRM. <a href="https://help.repair-crm.com/en/articles/11667302-quickbooks-integration-setup-error">See how to connect QuickBooks Online</a>.

- You use QuickBooks Online. The tabs are only available for QuickBooks Online users.
- QuickBooks Online is connected to Repair-CRM. <a href="https://help.repair-crm.com/en/articles/11667302-quickbooks-integration-setup-error">See how to connect QuickBooks Online</a>.

Shows all estimates in QuickBooks Online, including ones created outside Repair-CRM, with products, services and totals.

Shows custom fields, such as a PO or DOT number, if they are set up in QuickBooks Online.

Estimates are view-only. You can't edit them here.

Create a job from an approved estimate. The address, customer details and estimate items are filled in automatically.

Schedule the job right away: pick technicians, add notes, and drag and drop it onto the calendar.

Search and filter estimates by status, such as pending or accepted.

- Shows all estimates in QuickBooks Online, including ones created outside Repair-CRM, with products, services and totals.
- Shows custom fields, such as a PO or DOT number, if they are set up in QuickBooks Online.
- Estimates are view-only. You can't edit them here.
- Create a job from an approved estimate. The address, customer details and estimate items are filled in automatically.
- Schedule the job right away: pick technicians, add notes, and drag and drop it onto the calendar.
- Search and filter estimates by status, such as pending or accepted.

Shows all invoices in QuickBooks Online, including ones created outside Repair-CRM.

Click the green icon with the work order number to open the related job.

View line items and search for specific items or parts.

Invoices are view-only. You can't edit, void or email invoices from this tab. Use QuickBooks Online for that.

- Shows all invoices in QuickBooks Online, including ones created outside Repair-CRM.
- Click the green icon with the work order number to open the related job.
- View line items and search for specific items or parts.
- Invoices are view-only. You can't edit, void or email invoices from this tab. Use QuickBooks Online for that.

I can't see the tabs The tabs only appear when QuickBooks Online is connected. Check your connection and reconnect if needed using the <a href="https://help.repair-crm.com/en/articles/11667302-quickbooks-integration-setup-error">QuickBooks setup guide</a>, then log out and log back in.

An estimate or invoice is missing The tabs show records from QuickBooks Online. Check that the record exists in the QuickBooks company you connected.

Still stuck? Contact us using the chat in Repair-CRM.

Watch <a href="https://youtu.be/lN4SOIgw-AI" rel="nofollow noopener noreferrer" target="_blank">QuickBooks Invoices and Estimates tabs in Repair-CRM</a> for a walkthrough of creating jobs from estimates and searching invoice items.

Where to find the QuickBooks Invoices and Estimates tabs, what they show, and what to check if you can't see them.

QuickBooks Invoices and Estimates Tabs

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QuickBooks Invoices and Estimates Tabs

Where to find the tabs

Before you start

QuickBooks Estimates tab

QuickBooks Invoices tab

Troubleshooting

Video tutorial