QuickBooks Estimating Software with Infor CPQ Integration

Easily Manage Purchase Orders with Estimating Software That Integrates with QuickBooks!

Seamlessly integrate your QuickBooks quoting software with Infor CPQ to streamline both your accounting and ordering processes. This 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. View the full benefits of choosing this integration below.

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

We Crunched the Numbers, and 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. Using quoting software that works 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. QuickBooks makes it easier to track customer payment history and billing details within the platform.

Payment Processing

Our Infor CPQ and QuickBooks integration ensures 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 with CPQ for QuickBooks

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, QuickBooks facilitates the automatic creation of 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 efficient quoting software that works with QuickBooks allows CPQ to interact with QuickBooks without needing to log in directly. This setup saves valuable time and effort, accommodating the strict QuickBooks 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? Contact our team today and we’ll be happy to assist!

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FAQs: CPQ and QuickBooks

Can Infor CPQ integrate with QuickBooks Online?

Yes, Infor CPQ integrates with QuickBooks Online, enabling invoice generation and seamless order and pricing data transfer to streamline sales and accounting processes.

What are the limitations of the integration?

QuickBooks Online is a financial management and accounting software for business. This does not include any tools from a traditional ERP, such as manufacturing, planning, and operations. While QuickBooks Online does not utilize the CPQ manufacturing rules, it seamlessly integrates with other financial and accounting processes for smooth business operations.

What information from CPQ regarding quotes, orders and billing will make it into QuickBooks Online?

CPQ can pull contact, billing, and shipping information from QuickBooks Online. Orders pushed to QuickBooks Online include pricing, deposits, balances, totals, service classifications, expense and income account allocations, and item types.