QuoteWerks – Sales Quoting and Proposal Solution (CPQ) Aspire Technologies, Inc., a leading provider of sales quoting and proposal software solutions (CPQ) for the global small and mid-markets, today announced a new integration with QuickBooks Online.
The new QuickBooks Online integration includes a variety of features to help users export documents from QuoteWerks to QuickBooks Online. The integration automates the creation of documents in QuickBooks Online and removes manual entry, reducing errors in the accounting software.
The QuickBooks Online integration includes: Customer account/contact support, including creating customers that do not exist
Ability to export as Estimate, Invoice, or Sales Receipt
Creating items that do not exist
Retrieving items for quoting from QuickBooks Online item list
Creating Purchase Orders Additionally, the integration utilizes a site license subscription allowing any user who has access to QuoteWerks and QuickBooks Online to export documents to QuickBooks Online. There’s no limitation on the number of documents that can be exported.“QuoteWerks has always had an incredibly robust QuickBooks Desktop integration and we are very proud to now also support an equally feature-rich integration for QuickBooks Online. Providing integrations and features that are important to our users is a core tenant of our philosophy and this new integration will continue to provide our users with an easy way to automate the transfer of important sales data between QuoteWerks and QuickBooks,” says, John C. Lewe IV, President and Lead Developer of QuoteWerks.The QuickBooks Online integration requires the Professional or Corporate Edition, a valid UMP subscription, and a subscription […]