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3rd Party Accounting Add-on Products

Add-on Products > Accounting

Avalara for QuoteWerks by Greystone Technology

If you use QuoteWerks to deliver services or ship products, the Avalara for QuoteWerks module is a must have. Automating sales tax calculation and remit across states and jurisdictions allows you to focus on running and growing your business. Avalara for QuoteWerks integrates seamlessly with QuoteWerks.

Avalara for QuoteWerks features:

  • Address Validation ensures addresses are 100% accurate, reducing shipping errors and service address mix-ups
  • Real time tax calculation, exact to physical location instead of just the zip, ensures tax compliance at the rooftop level.
  • Automated tax remit to state and localities
  • Audit Preparedness means having robust tax reporting and peace of mind when audit day eventually comes. Tax code mapping makes product and service taxability segmentation simple.
  • Mark customers tax exempt
  • One click to generate product returns in QuoteWerks

 

ConnectIT: QuoteWerks to Sage 50 Link by Hilltops IT

ConnectIT-Sage gives the QuoteWerks user the ability to create the current active QuoteWerks document in Sage 50 Accounts.

ConnectIT-Sage is simple to use so there is no need for additional staff training - the order processing clerk simply clicks the "Create document in Sage" menu option from the QuoteWerks Tools menu and it's done! ConnectIT is proven to save huge amounts of time manually entering details, removing the potential for human error and the cost of correcting mistakes.

ConnectIT-Sage 50 features:

  • Copies the active QuoteWerks document and creates Product Sales Order, Product Purchase Order, Product Invoice, Product Credit Note, Service Invoice and Service Credit Note document types in Sage 50.
  • ConnectIT-Sage copies a single QuoteWerks document and creates multiple-vendor documents (Product Purchase Orders) in Sage 50 based on the product sources indicated on the QuoteWerks document.
  • If the customer, supplier, or products (or any combination thereof) used on the QuoteWerks document does not exist in Sage 50, ConnectIT-Sage will provide a wizard to create the new data in Sage without needing to leave the QuoteWerks application.
  • Supports bi-directional transfer of unique document reference numbers between QuoteWerks and Sage 50 for auditing purposes and inclusion in document templates.
  • Supports all editions of QuoteWerks 4.0 Build 17 and above.
  • Supports Sage 50 v9 (and above) - Accounts, Accounts Plus, and Professional (Financial Controller) editions.
  • Supports Sage Instant 2009 (and above) – Accounts and Accounts Plus editions.  

 

ConnectIT: QuoteWerks to Sage 200 Link by Hilltops IT

ConnectIT-Sage gives the QuoteWerks user the ability to create the current active QuoteWerks document in Sage 200 Financials and Commercials.

The ConnectIT-Sage200 software integrates QuoteWerks and Sage 200; seamlessly transferring document, customer, supplier and product information, saving you significant time.

ConnectIT-Sage 200 features:

  • Enables the QuoteWerks user to create the current active QuoteWerks document in Sage. ConnectIT supports Sage Sales Order, Purchase Order and Credit Note document types.
  • Create new products, customers and suppliers in Sage without needing to leave the QuoteWerks application.
  • Bi-directional transfer of unique document reference numbers from QuoteWerks to Sage and the Sage document number back to QuoteWerks for auditing purposes and inclusion in document templates.
  • Intuitive and user friendly. Just click the 'Create document in Sage' menu option from the QuoteWerks Tools menu and let ConnectIT do the rest.
  • Many configuration options so that ConnectIT will work to suit your business requirements.
  • Supports QuoteWerks v4 build 17 (and above) Standard, Professional and Corporate editions.
  • Supports Sage 200 v6.2 (2009 and above) Financials & Commercials.

 

ConnectIT-MAS90: QuoteWerks to Sage MAS90 and MAS200 Link by Hilltops IT

ConnectIT-MAS90 gives the QuoteWerks user the ability to create the current active QuoteWerks document in Sage MAS90 and MAS200.

ConnectIT-MAS90 is simple to use so there is no need for additional staff training - the order processing clerk simply clicks the "Create document in MAS" menu option from the QuoteWerks Tools menu and it's done! ConnectIT is proven to save huge amounts of time manually entering details, removing the potential for human error and the cost of correcting mistakes.

ConnectIT-MAS90 features:

  • Copies the active QuoteWerks document and creates S/O Quote, S/O Sales Order, S/O Invoice, S/O Credit Memo, A/R Invoice, and A/R Credit Memo in MAS90 and MAS200.
  • If the customer or supplier used on the QuoteWerks document does not exist in either MAS90 or MAS200, ConnectIT-MAS90 will provide a wizard to create the new customer or supplier in MAS without needing to leave the QuoteWerks application.
  • Supports bi-directional transfer of unique document reference numbers between QuoteWerks and MAS90 or MAS 200 for auditing purposes and inclusion in document templates.
  • Supports all editions of QuoteWerks 4.0 Build 17 and above.
  • Supports Sage MAS90 and MAS200 v4.2 (and above).

 

dpQWsync for e-automate by Hogan Data

Integrate your QuoteWerks installation with e-automate to reduce the wasted time and errors associated with duplicate entry.

dpQWsync features:

  • Import e-automate contacts into the QuoteWerks Contact Management database for use when creating new QuoteWerks quotes.
  • Import e-automate inventory items by Vendor and Category into the QuoteWerks product database for use when creating and updating QuoteWerks documents.
  • Upon saving the quote in QuoteWerks, users can opt to import the quote to e-automate
  • If items on the QuoteWerks document do not exist in e-automate, users will be prompted to create the new items when importing the QuoteWerks document.

 

dpQWsync for Sage 100 by Hogan Data

Integrate your QuoteWerks installation with Sage 100 to reduce the wasted time and errors associated with duplicate entry.

dpQWsync features:

  • Import Sage 100 contacts into the QuoteWerks Contact Management database for use when creating new QuoteWerks quotes.
  • Import Sage 100 inventory items by Vendor, Manufacturer and Category into the QuoteWerks product database for use when creating and updating QuoteWerks documents. 

 

dpQWsync for Sage 50 by Hogan Data

Integrate your QuoteWerks installation with Sage 50 US to reduce the wasted time and errors associated with duplicate entry. 

dpQWsync features:

  • Import Sage 50 US contacts into the QuoteWerks Contact Management database for use when creating new QuoteWerks quotes.
  • Import Sage 50 US inventory items by Vendor, Manufacturer and Category into the QuoteWerks product database for use when creating and updating QuoteWerks documents.  

dpQWFuse for QuoteWerks by Hogan Data

Manage your QuoteWerks item list in Quote with predefined criteria.

dpQWFuse features:

  • Modify item information by scanning quote with predefined information relating with Manufacture Part Number or Vendor Part Number. Like items from different manufacturers have different "Description". dpQWFuse scans all the items and replaces the Description with your predefined Description.
  • dpQWFuse modifies Item Description
  • dpQWFuse modifies Item Line Attributes


LINKED SYSTEMS FOR GREAT PLAINS by Linked Systems Corporation

"Linked Systems 2017" allows your Sales and Accounting to work together seamlessly. It automates the Sales/Accounting process from birth to death. Before it becomes and order, Sales can check quotes, preview orders and access the customer, order, item, po information they need safely. Once they are ready to process the order, Linked Systems will automate the creation of Sales Orders, Purchase Orders, Items and Customers into MS Dynamics GP without the need to re-key duplicate data. After the order/PO is in MS dynamics GP, Sales can still view, print and edit it safely in their customized Sales Dashboard. Accounting can view, edit and print the orders, purchase orders and invoices in their customized Accounting dashboard. This automates the process from Birth to Death and allows Sales to handle data entry and make changes safely while allowing Accounting the control they need to approve changes and control the process. We are able to setup this entire process in approximately 30 days. The software is 90% pre-built and we can customize the software in any fashion to meet your needs but we do not have to reinvent the wheel to do this. We have been building custom integrations for 25 years and we can help you too.

  • GP VERSIONS SUPPORTED : Dynamics GP 2016, Dynamics GP 2015, Dynamics GP 2013, Dynamics GP 2010 (Not compatible with Dynamics Nav) 
  • QUOTEWERKS VERSIONS SUPPORTED : QuoteWerks Corporate edition (4.6-latest version)
  • EXPORT ORDERS TO GREAT PLAINS : Export the current quote/order or a batch of quotes from QuoteWerks into MS Dynamics GP using a simple Wizard that walks you through the process. Linked Systems will generate the Sales Order in Dynamics SOP using your business rules and field mappings that you define.
  • GENERATE PURCHASE ORDERS : Generate purchase orders from the current quote/order or a batch of quotes from QuoteWerks into MS Dynamics GP. Linked systems will save you enormous time and effort by automating the creation of Purchase Orders so you will never have to manually generate purchase orders in Great Plains SOP again.
  • ADD ITEMS TO GREAT PLAINS : Add new items from QuoteWerks to Great Plains as needed to export orders. Linked Systems will create the New item Cards in MS Dynamics GP using your business rules and field mappings that you define.
  • ADD CUSTOMERS/ADDRESSES TO GREAT PLAINS : Link to existing Great Plains customers and/or add new customers from QuoteWerks to Great Plains as needed to export orders. Linked Systems can also assist the user with adding new billto/shipto addresses from Quotewerks to Great Plains.
  • SALES STAFF CAN VIEW, EDIT, PRINT : After the order/PO has been exported to MS dynamics GP, Sales staff can still view, edit and print the order/po safely in their Linked Systems Sales Dashboard. You can define whether they can just look but not touch OR allow them to make changes to orders/po's.
  • STAFF CAN VIEW, EDIT, PRINT : After the order/PO has been exported to MS dynamics GP from QuoteWerks, Accounting staff can view, edit and print the orders, purchase orders and invoices in their Accounting dashboard. Accounting users can save time by making changes to orders/purchase orders in the dashboard using one step instead of multiple steps in Great Plains.

 

 

Xero Integration by Quintadena

Quintadena's QuoteWerks to Xero integration lets you create any of the following documents in Xero by clicking a menu item in QuoteWerks:

  • Customer Invoice
  • Purchase Order
  • Customer Credit Note
  • Supplier Invoice
  • Supplier Credit Note

Customer documents are created for the QuoteWerks Bill-To contact, and Supplier documents for the Vendor listed in the QuoteWerks Line Item. If the Customer or Supplier doesn't exist in Xero, they will be automatically created.

The Xero documents are created with the Descriptions, Quantities and Prices from the QuoteWerks line items. You can specify or default the Tax Code and Xero Account (Nominal) Code to be used per line and the document can be created in any Currency you are subscribed to in Xero.