Using two different software tools to manage quoting and
accounting can be a tedious task. This is because once a quote is confirmed and
converted to a sales order, an invoice has to be prepared manually in
accounting tool such as QuickBooks. This is time consuming, particularly when
you have too many quotes to handle. Although QuickBooks integration with Quoting software does help to convert
sales order into an invoice in a single click, the integration itself is a complicated
task. A better option is to use QuickBooks Online with an in-built Quotes feature.
This added feature in accounting software eliminates the need
to use two separate systems for handling quotations and finances. This feature
allows you to create quotes effortlessly in QuickBooks. Once you have created
the quote, the accounting tool allows you to mail it to the desired customer.
After the confirmation is received, it is then converted into a Quote. In
short, you can seamlessly transfer data from Quoting module and keep your
QuickBooks up-to-date. This functionality is available as an add-on for this
accounting tool.
QuickBooksin quoting can streamline processes and save substantial amount of
time. Handling quoting and accounting needs becomes far simpler. It reduces data
entry errors as well as the time spent in correcting information. It will help
speed up the billing process and improve cash flow. As a result, increase in
productivity and efficiency is guaranteed.
With Quoting feature in QuickBooks Online, you can use
any Internet-enabled device for creating a quote. In fact, you can create a
quote on the spot and even confirm the deal by converting it into an invoice. However,
a situation may arise wherein the quote might not get accepted immediately. In
such circumstances, whenever the quote gets accepted, you can revisit the Quote
at a later stage and mark its status as closed.
0 Comments