Connect QuoTrak to
the Tools You Already Use
Get paid through Stripe, sync invoices to QuickBooks or Xero, pipe data to Google Sheets, and automate your whole workflow with Zapier. All included — no add-ons, no extra cost.
Five Connections. Zero Extra Cost.
Every integration is built into QuoTrak — no marketplace, no per-integration fees. Connect once and they stay in sync.
Get Paid the Day a Customer Accepts
Every quote and invoice in QuoTrak can carry a Stripe payment link. Customers click, enter a card, and pay — in under 60 seconds. No invoicing portal to log into, no bank details to send back and forth.
- Attach a payment link to any quote, estimate, or invoice
- Collect deposits on quote acceptance before a job starts
- Accept Visa, Mastercard, AMEX, and Apple / Google Pay
- Invoice status updates to Paid automatically when the charge succeeds
Pay $3,460.00
Your Books Stay in Sync — Automatically
QuoTrak pushes accepted invoices and customer records to QuickBooks Online the moment they're created. Your accountant sees clean, up-to-date records. You never re-enter data by hand.
- Invoices push to QBO automatically on creation
- Customer records synced — no duplicate contacts
- Tax codes and line items map cleanly out of the box
- Connect with OAuth — no passwords stored, revoke any time
Built for Xero Users Too
Prefer Xero over QuickBooks? QuoTrak has you covered. Invoices and contacts flow into your Xero organisation automatically. Your chart of accounts stays clean, your BAS is accurate, and your accountant is happy.
- Invoices sync to Xero on creation — no manual export required
- Contacts created or matched automatically in your Xero org
- Line items and tax rates map without manual editing
- Secure OAuth connection — your Xero credentials never touch QuoTrak
Your Estimate and Invoice Data — Live in a Spreadsheet
Connect QuoTrak to Google Sheets and every estimate and invoice syncs automatically. Build custom dashboards, share read-only views with stakeholders, or feed your own reporting formulas — the data is always current.
- Estimates and invoices auto-append to a dedicated Google Sheet
- Includes status, customer, total, margin, and date columns
- Share a read-only link with your accountant or business partner
- Build SUMIF and pivot reports on top of live data
| Ref | Customer | Total | Margin | Status |
|---|---|---|---|---|
| QUO-0117 | Williams | $3,460 | 38% | Accepted |
| QUO-0116 | Jensen | $7,540 | 42% | Sent |
| QUO-0115 | Martinez | $5,460 | 38% | Accepted |
| QUO-0114 | Kennedy | $2,780 | 46% | Draft |
Automate Your Workflow Across 6,000+ Apps
QuoTrak connects to Zapier so you can trigger automations based on what happens in your quotes and invoices. New estimate sent? Fire a notification to Slack. Quote accepted? Create a Trello card. Invoice paid? Log it to a spreadsheet.
- Triggers: estimate sent, quote accepted, invoice paid, customer created
- Connect to Slack, Trello, Gmail, HubSpot, Airtable, and thousands more
- No code required — build Zaps in Zapier's visual editor
- Use webhook triggers for custom integrations with any HTTP endpoint
All integrations are included on the Pro plan.
All Five Integrations. One Subscription.
Stripe, QuickBooks, Xero, Google Sheets, and Zapier are included on every Pro plan — no add-on fees, no marketplace.