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Level 7
February 11, 2019
Question

What integrated sales order management solutions are there for QuickBooks?

  • February 11, 2019
  • 1 reply
  • 11 views

We have a customer who uses QuickBooks Online, and has a separate, legacy sales order management system.

They want to use a system which is better/fully integrated with Quickbooks. What options are there? I imagine there are quite a few available.

They are a small engineering company, with a lot of repeat business. Their main requirements are the ability to:

  1. Select customer
  2. Pick previous order for customer
  3. Carry forward product details from previous order to new order
  4. Complete details for new order
  5. Submit
Obviously they also need to be able to enter new orders.

Any recommendations welcome.

1 reply

February 11, 2019

Hello, james-lavery. 

 

There are several sale order applications that can seamlessly integrate with QuickBooks Desktop.  You can search and download the one that can cattier all your customer’s needs through the following sites:

You’re always welcome to visit us again anytime you need help.