The SmartIntegration Platform for Financial Application Integration
Real-time benefits for you
All your accounts, always organized
- Get a clear view of your profits, without the manual work. QuickBooks syncs with your accounts and automatically categorizes your transactions, so you’re effortlessly organized all year long.
Never lose sight of business expenses
- From tracking everyday expenses to being ready for tax time, QuickBooks helps you understand where your money goes.
Get all-in-one financial clarity
- Start each day with a full financial picture. No matter the account, every transaction imports to your dashboard so you can monitor all your balances, all in one place.
The InterWeave QuickBooks Solution integrates the various Editions of the QuickBooks Desktop Editions by means of InterWeave SMARTSolutions, a comprehensive SaaS Integration Platform, providing uni or bi-directional integration of data with your CRM. As QuickBooks has developed various Accounting Systems over the years, we have focused on keeping pace with them.
QuickBooks Desktop Enterprise
More likely to be recommended than any other comparable Accounting Software.
- Uncover business insights with over 230 customizable and industry-specific reports
- Track inventory bin locations and assembled product costs
- Control, customize, and automate pricing and discount ruless
- Manage inventory across locations, down to the bin, scan barcodes, and set up FIFO inventory costing
Automate inventory and order management from the warehouse to your customer’s doorstep
Gain efficiencies in your inventory and order management processes
Always see what’s in stock, what’s on order, where each item is located, and what it’s all worth so you can make real-time business decisions.
Automate more of your business for greater productivity
Enterprise gives you real-time inventory visibility, decreased order fulfillment times, and less inventory surplus. Automated processes reduce errors that can cut into your margins.
Set more accurate delivery dates
Keep customers happy with efficient, accurate order fulfillment. Set realistic delivery expectations with real-time inventory information at your fingertips.
Whether you sell five or 50,000 products, Enterprise puts the tools you need for efficient, profitable inventory management right at your fingertips. QuickBooks Desktop and InterWeave provides real-time integration with your CRM.
QuickBooks Advanced Inventory - reflected in your CRM
QuickBooks Desktop Enterprise features the most powerful and comprehensive inventory management tools in the QuickBooks family. The Advanced Inventory tool in QuickBooks Enterprise enables you to manage end-to-end sales order fulfillment from one central dashboard, makes it easy to track items to specific bins within a warehouse, accurately tracks quantity and value of inventory in multiple locations, makes it easier to assemble items and track their Bill of Materials cost, including labor and overhead costs, and much more. It’s our most robust solution for inventory management with advanced functionality that scales to your business. Inventory levels are reflected automatically in your CRM so Sales can communicate accurately to their customers.
A solution that works as hard as you do
With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard QuickBooks Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.).
- Uni or bi-directional integration at object level
- Create and update Sage Customers, Sales Orders, Invoices and Products from your CRM
- Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks
- 24x7 access to the online support knowledgebase
- Discounts on value add solutions including:
- InterWeave Payment Gateway
- InterWeave Customer Portal
- InterWeave Payroll (ADP/Paychex) Integration
- Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in Salesforce.
- All Quickbooks history, like Invoices, payment history, etc. is available in your CRM
- Configurable options allowing you to change/select new integration configurations at object level.
- Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected.
Which QuickBooks Edition is right for your business?
The good news? InterWeave Supports them all.
Now your CRM can work seamlessly with your QuickBooks Desktop Enterprise Editions available. Our configurable, Cloud Integration Solutions are not fixed. In fact, we constantly update our solutions based on conversations with our customers in order to understand their needs, refine their solutions, and improve our offerings. The Editions we support are below:
- QuickBooks Self-Employed
- QuickBooks Simple Start
- QuickBooks Essentials
- QuickBooks Plus
- QuickBooks Advanced
- QuickBooks Pro Plus 2022
- QuickBooks Premier Plus 2022
- QuickBooks Enterprise 22.0
- QuickBooks Desktop Payments
- QuickBooks Desktop Payroll
- QuickBooks Desktop for Mac