Does SquareTally send estimates to my clients automatically?

No. Everything SquareTally writes to QuickBooks is a draft. Measuring plans can create linked material and labor drafts; Lite creates one priced draft. Nothing reaches a client until you open, check and send it yourself.

What does SquareTally read from and write to my QuickBooks company?

It reads your product and service items, your customer list, and one income account, so what it writes matches records you already have; it reads company info to confirm the connection is live. It writes estimates, and creates an item or a customer only when a job needs one that is missing. It never touches invoices, payments, banking or payroll, and it deletes nothing.

How does SquareTally handle waste on herringbone and other patterns?

Each laying style carries its own waste percentage, which you set. The common defaults are 10% for straight or plank layouts and 20% for herringbone. Ordered quantity is the measured square footage multiplied by one plus the waste factor, rounded up, so the number on the estimate is the number you order.

Do I need CAD software or a CAD background?

No. You upload the architect's PDF, calibrate the scale by clicking the two ends of any dimension already printed on the plan, then outline each room with a few clicks. Square footage is computed from the traced outline at drawing precision. Everything happens in the browser.

How many QuickBooks companies can one SquareTally account connect?

One. A SquareTally account connects a single QuickBooks Online company, and you can disconnect and connect a different one at any time.

Do I need QuickBooks to use SquareTally?

No. QuickBooks is required only for accounting drafts. Lite can download a branded labor or material PDF quote, and measured projects can download a branded material PDF quote.

How do I disconnect SquareTally from QuickBooks?

One click inside SquareTally. It revokes the token with Intuit immediately, and the estimates already drafted stay in your QuickBooks company, because they were always yours.

QuickBooks Online integration

Flooring estimates, drafted in your QuickBooks Online

SquareTally measures the rooms on the architect's plan, applies your waste rules, uses the $/sqft you reviewed, and can write linked material and labor drafts into the QuickBooks Online company you already keep your books in. You open them, check them, and send them. Nothing leaves QuickBooks without you.

The short version. Connect your QuickBooks Online company once through Intuit's own authorization screen. When you choose the QuickBooks output on a measured job, SquareTally creates two linked estimates — material grouped by product and laying style, and a labor skeleton for you to fill in. Both arrive as drafts. SquareTally is an Intuit-reviewed app and writes nothing but estimates, plus the occasional customer or product record a job needs and your books do not have yet.

What actually lands in QuickBooks

The measuring-plan QuickBooks package contains two estimates because a flooring quote has two halves that get approved on different timelines and one of them you do not want a machine guessing at.

The material estimate

One line per product and laying style. The quantity on each line is the square footage SquareTally measured off the plan, multiplied by the waste factor for that laying style and rounded up — so the number on the estimate is the number you order. Unit prices are the $/sqft values you reviewed in SquareTally, whether entered directly or confirmed from an uploaded vendor sheet.

The labor estimate

A skeleton, carrying the work items from the installer's scope — demolition, subfloor prep, installation, the extras — at zero dollars, ready for you to price. SquareTally knows what the job involves. It does not know what your crew costs, so it leaves that to you rather than inventing a number that ends up in front of a client.

An order quantity reviewed at 183 sq ft and $16.75 per square foot arrives in QuickBooks as a line reading $3,065.25. The quantity already includes the waste you reviewed in SquareTally.

What SquareTally touches, precisely

Connecting an app to the company file that runs your business deserves a specific answer rather than a reassuring one. SquareTally holds a single Intuit scope, com.intuit.quickbooks.accounting, and uses this much of it:

SquareTally	In your QuickBooks company
Reads	Product and service items, the customer list, one income account, and company info to confirm the connection is live
Writes	Estimate drafts — a linked pair from measured projects, or one from Lite
Creates	A customer or a product item, only when a job needs one that does not exist yet
Never touches	Invoices, payments, banking, payroll, journal entries, your chart of accounts
Never deletes	Anything at all

Existing records are matched before anything is created, so connecting SquareTally to a company file with four hundred products in it does not produce four hundred duplicates. A job quoting White Oak 5" Natural finds the item you already sell under that name and uses it.

Connecting takes one click, and so does leaving

Authorization happens on Intuit's own screen. You pick the company, you approve the connection, and you come back to SquareTally already connected. SquareTally never sees your QuickBooks password, because it never receives one.

One SquareTally account connects one QuickBooks Online company. Disconnecting is a single click that revokes the token with Intuit immediately. The estimates already drafted stay where they are — they live in your company file, and they were always yours.

From plan set to draft estimate

01
Upload the plan

The architect's PDF, submittal and all. Pick the sheets that matter and skip the rest.
02
Calibrate and trace

Click the two ends of a dimension already printed on the plan, then outline each room. Square footage at drawing precision.
03
Assign product and style

Per room. Waste rules apply themselves, quantities price from your catalog.
04
Review in QuickBooks

The linked drafts are waiting in your own company. You check them and send them.

Why drafts, and only ever drafts

There is no setting that makes SquareTally send an estimate to a client, and that is a decision rather than a missing feature. Software that measures a plan will occasionally misread one, and the moment to catch that is while the estimate is still in your hands. Every quote a client sees has been read by a person first.

What you need before you start

For this output, a QuickBooks Online subscription of your own — SquareTally connects to the company you already keep and does not resell QuickBooks. If you do not use QuickBooks, choose a branded PDF quote instead. Measured projects also need a plan set in PDF.

No desktop install, no CAD licence, no plugin inside QuickBooks. SquareTally runs in the browser and talks to QuickBooks over Intuit's API.

Questions about the QuickBooks connection

Does SquareTally send estimates to my clients automatically?: No. Everything SquareTally writes to QuickBooks is a draft. Measuring plans can create linked material and labor drafts; Lite creates one priced draft. Nothing reaches a client until you open, check and send it yourself.
What does SquareTally read from and write to my QuickBooks company?: It reads your product and service items, your customer list, and one income account, so what it writes matches records you already have; it reads company info to confirm the connection is live. It writes estimates, and creates an item or a customer only when a job needs one that is missing. It never touches invoices, payments, banking or payroll, and it deletes nothing.
How does it handle waste on herringbone and other patterns?: Each laying style carries its own waste percentage, which you set. The common defaults are 10% for straight or plank layouts and 20% for herringbone. Ordered quantity is the measured square footage multiplied by one plus the waste factor, rounded up, so the number on the estimate is the number you order.
Do I need CAD software or a CAD background?: No. You upload the architect's PDF, calibrate the scale by clicking the two ends of any dimension already printed on the plan, then outline each room with a few clicks. Square footage is computed from the traced outline at drawing precision. Everything happens in the browser.
How many QuickBooks companies can one SquareTally account connect?: One. A SquareTally account connects a single QuickBooks Online company, and you can disconnect and connect a different one whenever you like.
Do I need QuickBooks to use SquareTally?: No. QuickBooks is required only for accounting drafts. Lite can download a branded labor or material PDF quote, and measured projects can download a branded material PDF quote.
How do I disconnect?: One click inside SquareTally, which revokes the token with Intuit immediately. The estimates already drafted stay in your QuickBooks company.

See it write into a QuickBooks company

Twenty minutes on one of your own plan sets. We measure it, price it, and you watch the linked drafts appear in QuickBooks Online.

Request a demo

Prefer email? support@squaretally.com