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Q: What versions of QuickBooks does the link work with?
A: QuoteWerks works with:
 USA Versions of QuickBooks
QuickBooks Pro/Premier/Enterprise 2002, 2003, 2004, 2005, 2006,
2007, 2008. 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
and 2008. 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, and 2008. 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)
 QuickBooks Videos:
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Watch Tutorial Videos on
using and configuring the QuickBooks Accounting Link for
QuoteWerks.
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Watch a video on the benefits of using QuoteWerks and
QuickBooks together creating a complete solution. |
Q: What does the QuoteWerks to QuickBooks link do?
A: An Overview
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Exports your QuoteWerks documents to QuickBooks estimates,
sales orders, or invoices.
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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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Documents exported to QuickBooks are marked as exported so you will know which documents have been exported, and which have not. |
The export screen:
Click here to see more screenshots of the QuoteWerks to QuickBooks link.
Q: I already use QuickBooks, how will QuoteWerks compliment QuickBooks?
A: QuoteWerks sales quoting software is not a competitor of
QuickBooks. They are considered a complimentary 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
ACT!, GoldMine, SalesLogix, salesforce.com, TeleMagic,
Maximizer, MS CRM, and Outlook. 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 DataŽ 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! |
Q: What does the QuickBooks link cost?
A: 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.
Q: If I purchase a multiple-user license of QuoteWerks, do I need to buy multiple copies of the QuickBooks link?
A: No. You only need to have the Professional or Corporate Edition of QuoteWerks no matter how many users you have at that site.
Q: Can I get a demo version of the QuickBooks link?
A: 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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