QuoteWerks Integrates with QuickBooks Online
QuoteWerks Integrates with QuickBooksDid you know that QuoteWerks integrates with both QuickBooks Online and QuickBooks Desktop - keeping your sales people out of your accounting software?
Invoice / Estimate / Sales ReceiptDemonstrates the QuoteWerks integration with QuickBooks Online creating an Invoice.
Purchase OrdersDemonstrates the QuoteWerks PO integration with QuickBooks Online.
QuickBooks Online Release WebinarDuring this webinar we demonstrated the available features between QuoteWerks and QuickBooks Online and answered questions from participants.
Create Winning Quotes, Estimates, and Proposals
Enhance your sales process by implementing QuoteWerks as your CPQ solution to streamline the quote and proposal process, giving you a better chance to win every opportunity.
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process that integrates with QuickBooks Online.
QuoteWerks integrates with QuickBooks Online Simple Start, Essentials, Plus, and Advanced in the United States, Canada, United Kingdom, and Australia.
Self-Employed does not have QBO API Access which is why it is not supported
Looking for the QuickBooks Desktop integration?
QuoteWerks Edition RequirementsThe QuoteWerks QuickBooks Online integration requires a separate paid integration subscription and is only available in the Professional Edition of QuoteWerks and higher.
Use QuickBooks Online Customer InformationQuoteWerks can search QuickBooks Online for contacts to be used on Quotes. You can also use one of the many CRM or PSA integrations for contact information on your quote or estimate.
Use QuickBooks Online Item ListQuoteWerks can link to and search the QuickBooks Online item list, so you can add QuickBooks Online items to your quote.
Create QuickBooks Online Estimates, Sales Receipts, and InvoicesExport your QuoteWerks documents to QuickBooks Online estimates, sales receipts, or invoices one at a time, or in batches. When selling the same Item outright versus accepting monthly payments for the Item, QuoteWerks can automatically associate them with different income and asset accounts in QuickBooks Online. When the document is exported, you can set a default tax item name to use with all exported documents, or you can be prompted to select the tax item name for each document exported. QuickBooks Online custom fields are supported.
Create QuickBooks Online CustomersIf the customer in the QuoteWerks document does not exist in QuickBooks Online, it will be automatically created. If the customer already exists in QuickBooks, the customer information can be optionally updated automatically.
Create QuickBooks Online ItemsIf items/parts in the QuoteWerks document do not exist in QuickBooks Online, you will be prompted to select the type of item it is (Inventory, Non-inventory, or Service), and you will be prompted to select the income/expense account to be associated with this new item. When QuoteWerks creates Items in QuickBooks Online, it populates most of the fields you typically use like the Preferred Vendor field. If you use your own part numbers in QuickBooks Online instead of manufacturer part numbers, QuoteWerks can work with your system, even helping you auto-generate your own proprietary QuickBooks Online part numbers.
Create QuickBooks Online Terms, ShipVia, etcIf other details such as terms and ship via do not exist in QuickBooks Online, they are automatically created.
Export batches of documents to QuickBooks Online
Documents exported to QuickBooks Online are marked as exported
so you will know which documents have been exported,
and which have not.
I already use QuickBooks Online how will QuoteWerks complement it?While there is cross-over in the functionality of QuoteWerks and QuickBooks, they are considered complementary products, not competing products. QuoteWerks software is the link between contact managers and accounting software. It was designed to allow each of the respective software product do what they do best. Accounting software supports receivables, payables, purchasing, inventory management, asset management and payroll. Contact management software allows you to manage your customers, leads, and marketing just to name a few. QuoteWerks on the other hand employs both. It enables you to utilize information stored about a customer in your CRM package to generate a sales quote that can be exported to your accounting software for purchasing, invoicing, and receivables.
Quoting software is used by companies that do not want to
flood their accounting software with part numbers and
quotes that may never be used or become orders. Another
reason for using quoting software is for larger offices
that have many sales people, and do not want all of the
sales people using the accounting software for two reasons.
First accounting software licenses are generally more
expensive than quoting software licenses, and secondly,
there are security issues relating to lots of sales
reps having access to your accounting software. Quoting
software is also more flexible in terms of tweaking profit
margin, more pricing models, links to other software such
as contact managers etc.
Quoting software has a specific niche of its own that fills in the quoting gaps left behind by CRM and accounting software. There are many reasons why not to use your accounting software for creating price quotes.
The following is a list of reasons to use QuoteWerks instead of QuickBooks for your quoting needs. It is not to say anything negative about QuickBooks. In fact, in our opinion QuickBooks is a fantastic accounting package (we use it internally), but is simply not a good quoting solution as compared to QuoteWerks.
QuoteWerks links with Contact Management Software
With these links you can easily pull your prospect name and contact information into the quote and when the quote becomes an order QuoteWerks will create that new customer in QuickBooks eliminating any re-typing of data. Also, the links write data back to the contact manager such as a follow up call and sales opportunity forecasting. QuickBooks does not write back to the contact manager, nor does it offer the level of integration that QuoteWerks does.
Don't clutter QuickBooks with "Customers" that never became customers
In QuickBooks, before you can quote an item to a lead, you have to enter the lead information into the QuickBooks customer list. If this lead never becomes a customer, then this lead stays in your QuickBooks customers list, cluttering your customer list.
In QuoteWerks, you do not have to create a Customer before you create a quote. Additionally, when the quote becomes an order, QuoteWerks will create the customer record for you in QuickBooks.
Don't clutter QuickBooks with items you
In QuickBooks before you can quote an item to a customer you have to create that item in QuickBooks. Creating the item in QuickBooks requires that you specify a part number, description, income account, cost, price, etc. Then if the quote/estimate does not become and order, this item stays in QuickBooks cluttering your item list.
In QuoteWerks, you do not have to create an item before
you quote it. Additionally, when the quote becomes an
order, QuoteWerks will create the item in QuickBooks
for you using the description, part numbers, costs, and
prices used in the order.
Don't give your sales reps access to your sensitive accounting information
For your sales reps to create quotes in your accounting software QuickBooks, you need to give them access to your accounting software which stores sensitive accounting information, including costs.
Print Spec Sheets
Include spec sheets for products in the quote.
does not have any limits on the number of
customers/prospects, products, or vendors it
QuickBooks has a combined limit of 14,500 customer, products, vendors, and employees (sales reps). The limit of the Enterprise Edition of QuickBooks is 29,000. Once you reach the limit, you would have to delete products and any documents the items appeared on before you can quote new items.
Supports 9 pricing methods
QuoteWerks supports 9 different pricing methods including Markup, Discount, Gross Margin, Volume based, List, Formula, Fixed, Customer Price Levels, and Customer/Product price matrix. QuickBooks allows for only a few pricing methods.
Supports Required Items
QuoteWerks has the ability to specify required items. For instance, when you add Part A, QuoteWerks will also add Part B, Part C, and Part D because they are a requirement of Part A. QuickBooks does not offer this functionality. You can also specify substitute and optional items.
Has a Configurator
QuoteWerks offers a visual Configurator that will allow you to systematically build your product and add it to a document.
QuoteWerks offers a complete security package for quoting needs. You can limit which menus are available, the ability to modify products, layouts, reports, etc., and access to other users documents. QuickBooks security features are very basic in the sense you can either provide access or not. You do not have many options.
QuoteWerks has links to the pricing databases
of PC Industry distributors D&H, Ingram Micro,
TD SYNNEX, and more
Additionally, QuoteWerks can get Real-Time Pricing & Availability from D&H, Ingram Micro, SYNNEX and Tech Data® extending the reach of how far a bridge QuoteWerks can create between the outside world and QuickBooks itself.
Run reports on commissions and display the commission for each quote/order on the quote.
Compare prices across vendors
QuoteWerks has the ability to compare item prices between vendors and show the best price.. The tool will also allow you to specify which vendor(s) to search on. QuickBooks does not offer this tool.
More control over each item in the
QuoteWerks can easily hide the prices of certain items in a document. You can specify what an items print properties are through an item attribute menu. QuickBooks does not offer this functionality.
QuoteWerks provides many document automation features. It enables you to very easily select and combine cover sheets, spec sheets, and literature documents that support the quote for simple delivery of the quote by print or by e-mail. QuickBooks does not support these features.
Customer product price histories
QuoteWerks enables you to easily view a part/item price history as well as a customer's part/item price history when adding the item to the quote.
Visually organize products
QuoteWerks enables you to organize and view your products in multi-level folder trees. QuickBooks only displays the product list in a straight list format.
Easily see your profit margin
QuoteWerks can easily calculate your profit margin per quote, order, and invoice, and is readily available. QuickBooks does not show profit margin very easily. Normally you would need to run a report to get this information.
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