If you're a QuickBooks Desktop user, Portal’s QB Connector is your bridge between winning a proposal and getting it into your accounting system—fast and error-free. With PortalQBC, you can push Proposals into QuickBooks as Estimates and Purchase Orders into QuickBooks as POs. No more double entry, and no more missed line items.
Why It Matters
Manual entry of estimates and POs can lead to mistakes and lost time. Portal’s QuickBooks Desktop integration eliminates that headache, letting you sync data accurately and efficiently.
Requirements and Compatibility
Platform: Windows PC only (QuickBooks does not offer an SDK for Mac)
QuickBooks Versions: Compatible with QuickBooks Desktop 2014 and newer
What You Can Do with PortalQBC
PortalQBC brings a streamlined connection between your sales workflow and accounting system. Once you’ve installed and connected it to QuickBooks Desktop, you can instantly push your accepted Portal proposals into QuickBooks as Estimates. Every line item, every customer detail—transferred accurately and effortlessly.
Purchase Orders created in Portal also sync to QuickBooks, helping you keep your procurement in step with your sales process. All the while, your item and customer mappings ensure consistent, clean records across platforms.
Want to maintain custom mappings? PortalQBC allows you to retain item associations across upgrades. Need to assign account defaults for new items? That’s built in, too—just once, and the system remembers.
Why Dealers Love PortalQBC
Accurate Syncing: Proposals and POs map line-for-line to QuickBooks
Time Savings: Push transactions instantly—no manual entry required
Consistent Accounting: Ensure correct accounts and items every time
Mapping Memory: Retains item mapping for future imports
Conclusion
PortalQBC helps integrators using QuickBooks Desktop stay efficient, accurate, and in sync. With full support for estimates and purchase orders, it's your fastest path from proposal to financial reporting.