If you already write estimates in QuickBooks Online, MBN can pull one straight into a bid, line items, labour, tax, and the PDF, so you never retype a quote. Here's how to connect once, then import in a couple of clicks, and exactly what MBN can and can't see.
Connect QuickBooks and import an estimate into a bid.
An approved service-provider organization, and a QuickBooks Online account with at least one estimate. Connecting is done by an admin or co-admin.
About 5 minutes (a one-time connect, then seconds per import).
Reflects the QuickBooks import, live August 2026.
In your company profile, open the QuickBooks section and choose Connect to QuickBooks. You're handed to QuickBooks' own sign-in to authorize MBN: you enter your QuickBooks credentials with Intuit, never on MBN. An admin or co-admin sets this up for the organization; once connected, anyone on your team can import.
The QuickBooks section in company profile, with the 'Connect to QuickBooks' button.
QuickBooks shows you what you're granting: read access to your accounting data, and nothing more. MBN can read the estimates you choose to import; it can never write to, edit, or delete anything in your books. Approve, and you're returned to MBN, connected.
QuickBooks' authorization screen granting read-only accounting access to MBN.
Open a tender that's open for bidding and start your quote. On the bid form you'll see an Import from QuickBooks button, it only appears when your organization is connected. Click it to see your recent estimates and invoices.
The bid form showing the 'Import from QuickBooks' button.
Choose the estimate you want, by number, customer, date, and total. MBN reads its structure: service items become your labour (a single labour line fills hours and rate), products become priced parts lines with the item's SKU as the part number, and tax, currency, and total come across too.
The QuickBooks document picker listing recent estimates and invoices.
MBN also fetches the rendered PDF, the same estimate QuickBooks emails your customers, and attaches it to your bid as your quote document. If a PDF can't be pulled for any reason, the import still completes; nothing is forced.
The imported bid with the QuickBooks estimate PDF attached.
Everything imported is yours to edit before you commit. QuickBooks has no 'brand' field, so parts arrive with brand blank for you to fill. Check the labour, parts, and tax against the tender's scope, add anything the vessel requires, and submit. The vessel only ever sees your submitted quote, never your drafts.
Reviewing the imported line items and labour before submitting the bid.
You stay in control of the connection. Disconnect from the QuickBooks section in MBN, or revoke MBN from inside QuickBooks, and access ends immediately. If a connection ever expires, MBN simply asks an admin to reconnect; your imported bids are unaffected.
The QuickBooks section showing connected status and a Disconnect option.
Your quote is on the record like any other: structured, binding, and matched to the scope. Next: make sure you meet the vessel's document requirements, and see how MBN can also read a quote PDF you didn't build in QuickBooks.
Log in and connect QuickBooks from your company profile. New to MBN? Request free access first.