Our QuickBooks Online integration allows you to import products and services into Inspect Point.
To use this feature, navigate to the Materials & Services page on your Settings screen, in the Proposals category.
First, navigate to Materials & Services (on your Settings page).
Then, click “Import” and then “Import from QuickBooks Desktop.”
Select the items you would like to import by checking off the box in the first column. Then, press “Import from QBO.”
This will return you to the previous page with the newly imported items at the top of the screen.
If you make changes in QBO, such as changing the name, or price, of an item, you must press the “refresh” button to update them in Inspect point.
These items can now be used on invoices, proposals and work orders.