Deep, two-way QuickBooks Online integration

QuickBooks quoting software
that runs on QuickBooks.

Most quoting tools “connect to QuickBooks” with a shallow one-way push. Setell runs on top of QuickBooks Online — it reads your history to price, matches your customers, creates the invoice on approval, and reconciles the payment. Win more work, get paid faster, and never re-key a quote into QuickBooks again.

See how deep it goes

Works with QuickBooks Online. OAuth-secured, no card data. First AI-drafted quote in five minutes.

The gap QuickBooks users live with

You run on QuickBooks.
Your quotes don't.

QuickBooks is your books. But the quote — the thing that actually wins the job — lives somewhere else, and the gap between them is where time and money leak.

Quotes in spreadsheets & Word
You build estimates in a spreadsheet or a Word template, attach a PDF, and hit send. Nothing about that quote knows your QuickBooks customers, items, or history.
Then you re-key it
Job comes in? You re-type the whole thing into QuickBooks as an estimate, then again as an invoice. Twice the entry, twice the chance of a typo, none of it linked.
Pricing lives in your head
What you charge for this job is judgment built over years — but it is trapped in your head and your old invoices, not helping you quote the next one faster.

A quoting tool that bolts a one-way push onto QuickBooks doesn't close this gap — it just automates the leaky hand-off. Setell closes the loop instead.

Deep, not shallow

What “works with QuickBooks” should mean

Every one of these is live today on QuickBooks Online. This is the difference between a tool that touches QuickBooks and one that runs on it.

Two-way sync
Approve a quote and it becomes a QuickBooks estimate or invoice automatically — then status flows back, so a payment marked in QuickBooks shows up against the job in Setell. One canonical state, read and written from both sides.
Customer matching
Setell matches each quote recipient to your existing QuickBooks customer before it writes anything — so you never end up with duplicate customer records. Existing clients are reused; genuinely new ones are created cleanly.
Invoice on approval
The moment a quote is approved, Setell creates the matching QuickBooks invoice — no re-keying, no second data-entry pass. The number your customer accepted is the number on the invoice, every time.
Payment reconciliation
Payments flow back from QuickBooks and reconcile against the right job, so your pipeline shows what's actually been paid. The quote-to-cash loop closes without a spreadsheet in the middle.
Item catalog sync
Line items map to your QuickBooks item list, so the products and services on a Setell quote are the same ones in your books — consistent naming, consistent accounting, no orphan line items.
Pricing memory from your history
Connect QuickBooks and Setell mines your last 12–24 months of invoices and estimates for pricing signal — so it drafts in your real numbers from day one, and shows its work on every line. It prices like you, not like a stranger's average.

How it works

Email in. QuickBooks invoice out.

The whole quote-to-cash loop, with QuickBooks at the center — and you in control of what goes out.

1
The request comes in
A customer emails an RFQ or a request for a price. Setell reads it, pulls up the matching QuickBooks customer and your prior jobs with them, and drafts a quote in your numbers.
2
You review and approve
The draft is grounded in your QuickBooks history and your accepted quotes. Need a change? Setell revises it as a new version — never a re-quote from scratch — so nothing you didn't touch gets disturbed. You approve when it's right.
3
QuickBooks does the rest
On approval, Setell creates the QuickBooks invoice against the matched customer, with line items mapped to your item list. The payment reconciles back, and the job closes the loop.

Prefer to hand off the routine work? Setell can run more of this on its own as you trust it — but it never sends a quote you haven't cleared until you tell it to.

Pricing Intelligence

Your QuickBooks history is a pricing engine. Setell turns it on.

The hardest part of any quoting tool is the cold start: “I just signed up — what does it know?” Setell answers that with the data you already own. The day you connect QuickBooks, it mines your last 12–24 months of invoices and estimates and starts pricing from your real numbers — not an industry average, not a stranger's guess.

And it shows its work: every line is tagged with where the number came from — your past QuickBooks jobs, an industry benchmark, or an AI estimate flagged for your review. You sign with confidence, because nothing is a black box.

How the pricing engine learns your shop →
Day one, not day thirty
Your first Setell quote is grounded in your QuickBooks history — no setup wizard, no training project.
It prices like you
Your labor rates, your margins, what you actually charge — learned from your own books, then sharpened by every quote you sign.
A receipt on every line
From your past jobs, an industry benchmark, or an AI estimate flagged for review — so you can catch the one line that needs a second look.

Why it's different

“Connects to QuickBooks” vs. runs on QuickBooks

Plenty of quoting tools list QuickBooks on a logo wall. Here's what that usually means — and what deep actually looks like.

Shallow “QuickBooks integration”
Setell — deep & two-way
Pushes a finished quote into QuickBooks one way
Reads and writes — status, invoices, and payments flow both directions
Creates a new customer record every time
Matches to your existing QuickBooks customer — no duplicates
You still re-key the invoice on approval
Invoice is created automatically the moment a quote is approved
Payments tracked separately, reconciled by hand
Payments reconcile back against the job automatically
Doesn't know what you've charged before
Mines 12–24 months of QuickBooks history to price like you

Still quoting in a spreadsheet today? See Setell vs. spreadsheet quoting for the side-by-side.

Built for service businesses on QuickBooks

The trades that run their books in QuickBooks run their quotes in Setell

Machine shops, HVAC contractors, fabricators, electricians, plumbers, landscapers — if QuickBooks is your system of record, Setell is the agent that turns inbound requests into signed work and paid invoices on top of it.

Quoting software for machine shopsQuoting software for HVAC

FAQ

QuickBooks quoting, answered

Does Setell sync two-way with QuickBooks?

Yes. This is the whole point. Approved quotes become QuickBooks estimates and invoices automatically, and status flows back the other way, so QuickBooks and Setell are always looking at the same job. Most quoting tools only push one way; Setell reads and writes.

Does it work with QuickBooks Online?

Yes — Setell integrates with QuickBooks Online. You connect securely over OAuth, with no card data and no stored passwords. (Setell does not integrate with the desktop edition; the deep two-way sync is built on the QuickBooks Online API.)

Will it create duplicate customers in QuickBooks?

No. Setell matches each quote recipient to your existing QuickBooks customer before it writes anything, so you do not end up with two records for the same client. New customers are created cleanly; existing ones are reused.

Does Setell import my QuickBooks history?

Yes. When you connect QuickBooks, Setell mines your last 12–24 months of invoices and estimates for pricing signal, so your very first quote is grounded in your real numbers instead of a blank slate. This is the "Pricing Intelligence" story — it prices like you from day one and shows its work on every line.

Is my QuickBooks data secure?

Yes. The connection is OAuth-based — Setell never sees or stores your QuickBooks password, and no card data passes through it. Setell is multi-tenant by design, scoped so your data is only ever your data, and passes CASA, SOC 2, and ISO 27001 controls. Full details at /security.

Is Setell just a quoting form bolted onto QuickBooks?

No. Setell is a vertical agent that runs the whole quote-to-cash loop: it reads the inbound request, drafts the quote in your numbers, applies structured revisions as new versions instead of re-quoting from scratch, sends a brand-matched quote, and then creates the QuickBooks invoice and reconciles the payment. QuickBooks is the system of record; Setell is the agent that drives it.

See Setell pricing & plans or read how Setell learns to price like your shop.

Quote on top of QuickBooks.
Start free.

Connect QuickBooks Online, send a few quotes, and watch Setell match your customers, create your invoices, and price like your shop — all on the books you already run.

See the pricing engine

Works with QuickBooks Online. OAuth-secured, no card data. 14-day money-back guarantee.