CounterGo Onboarding: QuickBooks

CounterGo allows you to export orders to QuickBooks

 

QuickBooks Integration

CounterGo Orders can be exported to QuickBooks, both the Online and Desktop for PC versions. Price List Items, Taxes and Addresses can be mapped to QuickBooks. And Payments collected in CounterGo can be included, or excluded, in exports. Orders can be updated in CounterGo and those updates can be exported to the existing QuickBooks entry.

CounterGo Knowledge Base Top Resources

Here are some support articles to walk you through integrating QuickBooks:

QuickBooks Integration Overview

Set Up QuickBooks Integration

Sample View: QuickBooks Integration

CounterGo: Onboarding

Explore the resource pages below to set up and use CounterGo. 

How to Draw

Here are the basics on how to draw and create quotes

Slab Images

Tips on how to upload slab images on your quotes to preview seams

Price Lists

Organize and simplify your price list for faster and standardized quoting across your team

Customize Quotes

Customize your quote layout with these helpful resources

Orders and Payments

Walk through the steps to converting a quote to an order

QuickBooks Integration

Learn how Orders can be exported to QuickBooks

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