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Replying to:
CarlSJ
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I appreciate your willingness to utilize QBDT and QBO products for specific features, @Gambit. Let me share some insights below.

 

Yes, you can utilize both QBDT and QBO for a single company. However, you'll need to manually transfer the data between the two systems as they can't sync automatically.

 

To transfer or convert data between platforms, please refer to these articles for the step-by-step guide:

 

 

Moreover, you can have the option in QBO to convert an estimate to an invoice once your customer accepts your estimate.

 

I'll be around to reply if you need further help with utilizing both QBDT and QBO with a single company. Have a good one.

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