QB Desktop Integration for Field Sales

Forum|Forum|3 years ago
October 3, 2022
4 replies
18 views

Hello -

We are interested in pushing reports from quickbooks into an app or integration that would allow for our field reps to be able to view job profitability reports.

Wondering if something like Monday or Method CRM could do the trick?

We are interested in having the data hosted in the cloud for reps to access as read only. We do a fair amount of inventory so moving to QB Online has been a shop stopper.

Anyone with recommendations out there on a solid integration platform that would allow for reps to see data in the cloud that is synced daily or something along those lines, so they could drill down and access job profitability?

QuickBooks Desktop

MichelleBh

Level 8

You're in the right place to ask for recommendations, jetrdone.

I'll direct you to our QuickBooks Desktop App Store so you can select the ideal third-party application. This way, your reps can access and drill down into the daily synced job profitability data in the cloud.

Proceed with the following steps:

Go to the QuickBooks Desktop App store page.
Select the All Applications tab and filter the appropriate categories.
If you want to find apps that are popular, have high ratings, are relevant, and so on, use the Sort by drop-down menu.
Install the 3rd party apps and follow the on-screen instructions.

Additionally, check out these articles below on how to combine reports from two or more company data files, customized or memorized reports, and other related topics:

Feel free to get back to me if you need more help with profitability reports or any QuickBooks topics. I'm always around to assist you. Take care and have a good one.