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:
β’ CSV is a spreadsheet-like format compatible with Excel
β’ QuickBooks can read this file to import your estimate data
Remember:
β’ Handoff offers built-in invoicing features:
- Convert estimates to invoices
- Create payment schedules
- Accept online payments (credit card, debit card, ACH)
β’ 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