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QuoteWerks Help
Version 24 (Build 4.02) 
October 4, 2024
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Navigation: Quick Start Guide

Exporting to Accounting

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QuoteWerks Links to QuickBooks and Sage 50 (Peachtree)

The Professional edition of QuoteWerks includes links to the accounting software programs of QuickBooks and Peachtree, and also has an Open Export Module that can be used to export QuoteWerks orders to other accounting software.

These links are designed to further save time by eliminating the need to re-type order information.

Using the QuickBooks Desktop Integration

Using the QuickBooks Online Integration

Using the Sage 50 US (Peachtree) Link

If You don't Use QuickBooks or Sage 50 (Peachtree) for Your Accounting...

You can use the Open Export Module to export quotes, orders, and invoices out of QuoteWerks into your choice of the industry-standard formats of delimited text or XML.

3rd Party Accounting Add-Ons are products written by other companies that integrate with QuoteWerks (using the QuoteWerks SDK) to provide a more complete solution. Developers have written links to Sage Line 50, Great Plains, Sage Pro Series, and more.

Quick Questions:

I currently use my accounting software to create quotes. What are the benefits of using QuoteWerks instead?