Hi all,
I'm looking for a third-party application integration that could take our QB data and pull easy reports that can be useful for our sales team and internally. Although QB Desktop has many reports easily available, theres lots of things you can't view without pulling multiple spreadsheets and manipulating the data. For example, I'd love to see what clients haven't bought from us in the last 3M but have been active in the 3M before that. Or I'd love to see what customers haven't purchased in the last 7D but did in the last 60D for Rep A. These are things that I can easily see after 10-30 min of excel manipulation but sometimes this takes too long - especially for a large sales team.
I personally saw a solution that a startup named 'Wholesail' was offering. They have a wonderful tagging system that pulls a bunch of reports for the sales team and that gave us a granular view of open invoices / unpaid balances, etc. However, the company is mostly a payment application, and we do not need a payments integration at the moment. If anyone knows of any third party integrations that could pull these sort of QUICK reports + can provide other insight based of QB Desktop data, that'd be great!
