QuickBooks CPQ Integration

Easily Manage Purchase Orders With Infor CPQ and QuickBooks Integration!

Seamlessly integrate your QuickBooks software with Infor CPQ to streamline both your accounting and ordering processes. This full integration simplifies product configuration, pricing, and quote generation, delivering orders directly into QuickBooks. By automating sales, pricing, and accounting workflows, QuickBooks and Infor CPQ collaborate to drive greater productivity, eliminate inefficiencies, and accelerate business operations.

QuickBooks and Infor CPQ: The Ultimate Match for Small to Midsized Manufacturers.

We crunched the numbers, it just makes sense!

Financial Reporting

Sales and financial data from Infor CPQ can flow into QuickBooks, allowing users to generate consolidated reports that show real-time financial status, revenue from sales, and any associated costs. Integrating CPQ with QuickBooks helps businesses track the profitability of all products.

Inventory Management

QuickBooks can track product inventory levels, and when a sale is completed through Infor CPQ, it can update QuickBooks to reflect changes in inventory. This ensures businesses are always aware of stock levels and can avoid overselling or understocking products.

Customer Info Sync

Customer information entered during the QuickBooks process can be synchronized with Infor CPQ, so businesses can maintain a centralized database for both sales and accounting. This makes it easier to track customer payment history and billing details in QuickBooks.

Payment Processing

The integration can also ensure that any purchase orders made via Infor CPQ are reflected in QuickBooks. This allows for smooth reconciliation between sales transactions and financial records.

Say Goodbye to Manual Order Entry…

When a customer makes a purchase using Infor CPQ, the generated order details are automatically transferred to QuickBooks. This may include details like product configuration specs, customer specific pricing, and discounts.

Meet Automated Invoicing

Once the quote is converted to an order in Infor CPQ, the integration allows QuickBooks to automatically create invoices based on the order details. This enables seamless tracking of payments and invoices directly from within QuickBooks, ensuring accurate financial records.

Your Security is Our Top Priority

Our connection to QuickBooks allows CPQ to interact with QuickBooks without needing to log in directly. This setup saves valuable time and effort, accommodating QuickBooks strict login requirements, while preventing timeouts and ensuring smooth performance.

Boost Your Efficiency and Business Performance

Integrate Infor CPQ with QuickBooks to eliminate double entry of orders and automate the flow of data between sales and accounting. This reduces errors, improves financial accuracy, and accelerates the order-to-cash process. By streamlining quoting, ordering, invoicing, and payments, you can enhance the customer experience and allow your team to focus on higher-value tasks. Have additional questions about QuickBooks and CPQ integration?