Portal

Joy Weber

Josh Willits

Amanda Studdard

Integrations

QuickBooks 

Push Proposals Directly Into QuickBooks Online

QuickBooks Online Integration Feature Overview

Push Proposals into QB Online as Line Item Estimates

QuickBooks Online Integration Setup

QuickBooks Online

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

QuickBook Desktop

Zoho Integration (Beta)

Zoho 

iPoint Integration Overview

iPoint Proposal Integration

iPoint

API Access

Portal API 

Find answers and get help from Intercom Support and Community Experts

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