Not planned

Quickbooks - Create Invoice

Hey guys, 

My team would be ecstatic if they could create a Quickbooks invoice and quote inside of Insightly. This would save us a lot of time.

I noticed that you are able to do this with the Xero plugin and I am somewhat surprised the functionality is not there for Quickbooks. 

Thanks!

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Comments

10 comments
  • Thanks for adding this Johnathan! Specific use case examples are helpful when planning out our future features :)

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  • Would love to be able to create and send QuickBooks estimated and invoices directly through Insightly. It would provide a more seamless user experience and people could spend more time in your system as opposed to having to jump into disparate systems. Even if you could just provide an Iframe ,whereby I wouldn't have to leave your system, that would be better. Salesforce had done that with Pardot and if provided a much better user experience.

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  • Great input Daniel Silver, thank you. Don't forget to add your vote at the top if you haven't done so already!

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  • Please Please Please?  At least being able to send out a quote?

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  • I'm very interested in this as well. I see you've got integrations with some different quoting software, but it's all pretty expensive (quote roller, quotient, etc). I'd love to be able to do it through quickbooks.

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  • I also request this feature. The ability to create a QB invoice from within Insightly would be excellent.

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  • Any word on this feature being avalible? 

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  • Hi everyone,

    Thanks for the continued feedback. If things change and this improvement is considered, we'll be sure to let you know on this thread.

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  • Is there a reason it wouldn't be considered? Or a reason it can't be implemented? 

    This is a very important feature with your thinking about using Insightly for sales reps. 

    Thank you

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  • Whats the update on this feature, I will have to reconsider come renewal time as this simple feature available in other platforms is enough to get us to change.  Please provide an update to an obvious workflow thats missing.

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