Portal

API Access

Amanda Studdard

Josh Willits

Joy Weber

Integrations

Push Proposals Directly Into QuickBooks Online

QuickBooks Online Integration Overview

Push Proposals into QB Online as Line Item Estimates

QuickBooks Online Integration

Streamline Accounting with Portal’s QuickBooks Desktop Connector

QuickBooks Desktop Integration Overview

Instructions for setting up Portal's QB Desktop Connector

Setting up the Quickbooks Desktop Connector

QuickBooks

Zoho Integration (Beta)

Zoho 

iPoint Integration Overview

iPoint Proposal Integration

iPoint

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