Infor CPQ and QuickBooks Integration: Stop Re-Keying, Start Scaling
Stop Re-Keying, Start Scaling
For small to midsized manufacturers, efficiency matters. Managing complex product configurations, generating accurate quotes, and tracking financials across disconnected systems can slow your business down. By connecting QuickBooks with Infor CPQ, you can simplify both your sales and accounting processes.
At RenaissanceTech, we specialize in implementing and integrating Infor CPQ in order to help manufacturers connect it with other essential business systems like QuickBooks. This connection streamlines workflows, reduces manual entry, and improves visibility across teams.
Connect Product Configuration to Financials
Infor CPQ makes it easy to configure custom products, send quotes, and convert those quotes into orders. With QuickBooks integration, those order details—including product specs, pricing, and customer-specific discounts—flow directly into QuickBooks. This allows your finance team to invoice quickly and accurately, without re-entering data.
This integration supports automated invoicing, pulling order information from Infor CPQ to create QuickBooks invoices in real time. That means fewer delays, more accurate records, and faster payment cycles.
Accurate Financial Reporting and Inventory Updates
Once integrated, Infor CPQ and QuickBooks work together to give you real-time visibility into both sales activity and financial performance. Sales data from Infor CPQ can be reflected in QuickBooks, enabling up-to-date financial reporting and profit tracking by product or order.
QuickBooks also manages inventory levels. As orders are completed in Infor CPQ, inventory is updated automatically in QuickBooks, helping you avoid overstocking or running out of product unexpectedly.
Centralized Customer Data
Customer information can flow between both systems, creating a shared view of contacts, billing, shipping, and payment history. With synced data between CPQ and QuickBooks, both sales and finance teams can access accurate customer records without switching systems or entering data twice.
Built for Speed and Security
Our integration allows Infor CPQ to interact with QuickBooks without requiring frequent logins or causing session timeouts. This improves speed and user experience while respecting QuickBooks' security protocols.
Why Integrate Infor CPQ with QuickBooks?
If your team is manually entering order data from one system into another, you're losing time and increasing the risk of errors. Integrating Infor CPQ with QuickBooks helps you:
- Eliminate duplicate data entry
- Improve quote and invoice accuracy
- Accelerate the order to cash process
- Enhance financial visibility
- Free up your team to focus on more strategic work
Common Questions About the Integration
Can Infor CPQ integrate with QuickBooks Online?
Yes. RenaissanceTech has integrated Infor CPQ with QuickBooks Online to support seamless invoicing and real-time transfer of order and pricing data.
Does QuickBooks handle manufacturing functions?
QuickBooks Online is focused on accounting and financial management. It does not include manufacturing or operations tools. Infor CPQ fills that gap by handling product configuration and quoting, and then syncing the results to QuickBooks for billing and financial reporting.
Let’s Simplify Your Workflow
Infor CPQ helps your team sell custom products with speed and accuracy. When connected to QuickBooks, it also helps you close the loop between quoting, ordering, and invoicing.
Want to learn more about integrating Infor CPQ with QuickBooks?
This add-on feature allows you to combine two or more product images on the fly, creating a composite visual that reflects the selected options in the configurator. It supports dynamic image layering and enables real-time visualization as users make their selections.
