As good practice, we recommend that you synchronize the customer and vendor accounts between Cloud and QuickBooks Online (QBO) and import the product and labor from the Cloud catalog to QBO before starting to push estimates, POs, and invoices to QBO from Cloud.

However, you have the option to create accounts and items when in the push workflows.

Here is the mapping between Cloud and QBO terminology.

On Cloud, a project is created when an opportunity is "Won." The project will contain the BoM with all items from the accepted quote.

In the Project Details view, you will see an Orange banner to push the project estimate to QBO. Click the "Create QuickBooks Online Estimate" to start the push workflow.

You can also find the "Create QuickBooks estimate" option by clicking on the 3-dot menu in the top left corner of the Project Details view.

You will see a 3-step wizard: Customer, Items, and Review.

If the customer is already in QBO, you will automatically be taken to the Items tab.

Otherwise, you can create a new customer account or map it to an existing one.

Here, if all products and labor types in the project BoM are already in QBO, you will automatically be taken to the Estimate tab.

You will see a list of items that are not in QBO on the left side. You need to add all of them to QBO.

Check out this article for more details.

Once you have created the account and items in QuickBooks, you can review the estimate. Here you can add information like date, class, group, and email.

When you are done reviewing, create the estimate, and it will be created and sent to QBO. You will see a QBO estimate number.

You can also find the estimate number by clicking on the 3-dot in the top left corner of the Project Details view.

To push a purchase order (PO) to QBO, go to the details view of the PO and click the "Create in QuickBooks Online" option under the PO name.

You will see a 3-step wizard: Supplier, Items, and Purchase Order.

You will need to navigate through the wizard, like the Create estimate workflow; add or map the supplier account, and add or map items.

Click "Create," and you will see a QBO PO number. You can update either the QBO or the Cloud PO number to keep them in sync, so it is easy to track.

On Cloud, project payments, contract payments, and service call payments are collected by generating invoices. These invoices can be pushed to QBO from their relevant pages on Cloud.

All invoices will show a 3-step wizard: Customer, Items, and Invoice.

You will need to navigate through the wizard, like in the Create estimate workflow; add or map the customer account, add or map items, and finally create the invoice in QBO.