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Does Handoff Integrate with Quickbooks?
Does Handoff Integrate with Quickbooks?
Handoff Support avatar
Written by Handoff Support
Updated over 3 months ago

While Handoff doesn't have a direct QuickBooks integration, you can still transfer your estimate data to QuickBooks using a simple export process:

1. Open the estimate in Handoff

2. Tap the three dots in the top right corner

3. Select "Export to CSV"

The exported CSV file can be easily imported into QuickBooks:

• CSV is a spreadsheet-like format compatible with Excel

• QuickBooks can read this file to import your estimate data

Remember:

• Handoff offers built-in invoicing features:

- Convert estimates to invoices

- Create payment schedules

- Accept online payments (credit card, debit card, ACH)

• These invoicing options are available on our Business tier

Check out our Business plan to streamline your entire estimating and invoicing process within Handoff! handoff.ai/pricing

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