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What versions of QuickBooks does the link work with?
 USA Versions of QuickBooks
QuickBooks Pro/Premier/Enterprise 2002, 2003, 2004, 2005,
2006, 2007, 2008, 2009, 2010, 2011, and 2012. What if I have an older version
of QuickBooks? The Basic editions of QuickBooks do
not allow external applications to integrate with them,
so QuoteWerks cannot integrate with them.
Canadian Versions of QuickBooks
QuickBooks Pro/Premier/Enterprise 2003, 2004, 2005, 2006,
2007, 2008, 2009, 2010, 2011, and 2012. QuoteWerks integrates
with the 2008 Canadian and 2008 Canadian multi-currency
editions. What if I have
an older version of QuickBooks? The Basic editions
of QuickBooks do not allow external applications to
integrate with them, so QuoteWerks cannot integrate with
them.
UK Versions of
QuickBooks
QuickBooks Pro/Accountant 2005, 2006, 2007, 2008, and
2012. What if I have an
older version of QuickBooks? The Basic editions of
QuickBooks do not allow external applications to
integrate with them, so QuoteWerks cannot integrate with
them.
Disclaimer: The UK division of Intuit
(the makers of QuickBooks) does not provide support for
their QuickBooks UK API to companies like Aspire
Technologies, Inc. (the makers of QuoteWerks) that
write integrations into the UK version of QuickBooks.
What that means is that if Aspire runs into a problem
integrating QuoteWerks with the UK version of
QuickBooks, Aspire will not be able to receive
assistance from Intuit on the issue. Because of this
lack of support by Intuit we can offer the QuickBooks
UK link, but only as-is. We cannot guarantee that any
issues reported will be fixed in a timely fashion,
although we will do our best to do so. The QuickBooks
USA API and the QuickBooks Canada API on the other hand
are supported by Intuit and therefore we can support
issues that arise with those versions.
Asia Pacific
Versions of QuickBooks
QuickBooks Pro/Accountant 2005. What if I have an older version
of QuickBooks? The Basic editions of QuickBooks do
not allow external applications to integrate with them,
so QuoteWerks cannot integrate with them.
Disclaimer: The QuickBooks UK version
disclaimer also applies to the Asia Pacific Version of
QuickBooks.
(Please note, technical support for the QuoteWerks
QuickBooks link is only available for users of the current
version of QuickBooks)
What does the QuoteWerks to QuickBooks link do?
View screenshots of the QuoteWerks to QuickBooks link.
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Exports your QuoteWerks documents to QuickBooks
estimates, sales orders, or invoices one at a time, or
in batches.
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Exports your Purchase Orders to QuickBooks from a single QuoteWerks
order or across multiple orders.
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If the customer in the QuoteWerks document does not
exist in QuickBooks, it will be automatically created.
If the customer already exists in QuickBooks, the
customer information can be optionally updated
automatically.
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If items/parts in the QuoteWerks document do not exist
in QuickBooks, 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.
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If other details such as terms and ship via do not
exist in QuickBooks, they are automatically created.
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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.
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QuoteWerks can search
QuickBooks for contacts to be used on Quotes.
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QuoteWerks can link to and search the QuickBooks item
list, so you can add QuickBooks items to your quote.
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Documents exported to QuickBooks are marked as exported
so you will know which documents have been exported,
and which have not.
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The export screen:
I already use QuickBooks, how will QuoteWerks
compliment QuickBooks?
While there is cross-over in the
functionality of QuoteWerks and QuickBooks, they are
considered complimentary 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 lot's 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 it's 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.
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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.
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Don't clutter QuickBooks with items you
didn't sell
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.
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Print Pictures
Include pictures of products in the
quote.
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Print Spec Sheets
Include spec sheets for products in the quote.
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Unlimited number of users
With QuoteWerks a virtually unlimited
number of users can be using QuoteWerks across the
network at the same time. QuickBooks supports a maximum
of only 10-users running QuickBooks at the same time
and in many cases only enables one user to access an
area of QuickBooks at the same time.
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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. QuoteWerks
does not have any limits on the number of
customers/prospects, products, or vendors it
supports.
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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.
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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.
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Has a Configurator
QuoteWerks offers a visual Configurator that will allow
you to systematically build your product and add it to
a document.
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QuoteWerks enables remote sales reps to create
quotes and synchronize them back to the main
office where they can be imported into the primary
database. QuickBooks has no support for remote users or
offices creating quotes/estimates.
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Robust security
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.
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QuoteWerks has links to the pricing databases
of PC Industry distributors D&H, Ingram Micro,
SYNNEX, and Tech Data. 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.
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Track commissions
Run reports on commissions and display
the commission for each quote/order on the quote.
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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.
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More control over each item in the
quote
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.
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Document Automation
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.
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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.
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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.
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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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Quote in international currencies
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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and much, much more!
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What does the QuickBooks link cost?
Free with the Professional and Corporate Editions.
The Professional and Corporate Editions of QuoteWerks
include the QuickBooks link at no additional charge. The
Standard Edition does not include the QuickBooks link.
If I purchase a multiple-user license of
QuoteWerks, do I need to buy multiple copies of the
QuickBooks link?
No. You only need to have the
Professional or Corporate Edition of QuoteWerks no matter
how many users you have at that site.
Can I get a demo version of the QuickBooks link?
Yes. The QuickBooks link can be
evaluated using the demo version of QuoteWerks. You can
use the QuickBooks link by selecting the Tools|Export to
QuickBooks menu in QuoteWerks. You can download the demo
version of QuoteWerks by clicking here. How to setup and use the
QuickBooks link is documented in the QuoteWerks user manual
accessed by selecting the QuoteWerks Help|View Manual menu.
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