ACCOUNTING INTEGRATIONS
Connect QuoteWerks to Your Accounting Software
QuoteWerks is CPQ and quoting software that connects the sales process with the accounting systems your business relies on.
Build and manage quotes in QuoteWerks, then move the relevant customer, product, and transaction information downstream when the sale is ready for accounting.
Keep sales focused on selling, reduce duplicate data entry, and let your accounting system focus on accounting
Connect your quoting and accounting workflows without forcing your sales team to create quotes in accounting software.
QUOTING VS. ACCOUNTING
Why Use CPQ Software Instead of Accounting Software for Quotes?
Keep prospects, products, and quotes out of your accounting system until there's actually something to account for.
Accounting software can often create basic quotes or estimates. But quoting is a sales process, and most quotes don’t start as accounting transactions.
They start with prospects, products and services, different configurations, pricing decisions, optional items, revisions, and approvals. Some become orders. Some don’t.
QuoteWerks gives your sales team a purpose-built environment for managing that process without unnecessarily filling your accounting system with:
Prospects who never become customers — Create the customer in accounting when the business reaches the appropriate stage.
Products that are never sold — Quote products without first creating every possible item in your accounting system.
Quotes that never become orders — Keep your accounting system focused on actual financial transactions.
Unnecessary sales-user access — Your sales team doesn’t need access to sensitive accounting information simply to create a quote.
When the sale is ready for accounting, QuoteWerks helps move the appropriate information downstream.
PRODUCT & PRICING DATA
Your Accounting System Doesn't Have to Be Your Product Catalog
Quote products and services using product and pricing data from your accounting system or the other systems your business relies on.
The products you quote don’t have to come from a single system.
QuoteWerks can retrieve existing product and pricing information from supported accounting software, allowing your sales team to use that information while building quotes without working directly in the accounting system.
QuoteWerks can also work with product and pricing information from your own product databases, CRM and PSA systems, distributors, vendors, and other integrated applications.
For technology companies and MSPs, QuoteWerks can access distributor product information, real-time pricing, and availability while a quote is being built.
And when you need to quote something that doesn’t already exist in your accounting system, you don’t have to create an accounting item just to put it on a quote. When the sale is ready for accounting, the relevant product and transaction information can move downstream.
QUICKBOOKS ONLINE INTEGRATION
QuoteWerks + QuickBooks Online
Connect QuoteWerks with QuickBooks Online to move sales into accounting without re-entering the transaction.
QuoteWerks provides a native integration with QuickBooks Online, allowing your sales and accounting teams to work in the systems designed for their respective jobs.
Your sales team can create and manage the quote in QuoteWerks without first creating every prospect or potential product in QuickBooks Online.
When the sale is ready for accounting, QuoteWerks can create Estimates, Sales Receipts, and Invoices in QuickBooks Online. QuoteWerks can also create customers and products when needed and create Purchase Orders as part of the purchasing workflow.
The result is a connected quote-to-accounting process without requiring your sales team to build quotes inside your accounting system.
XERO INTEGRATION
QuoteWerks + Xero
Native Xero integration is coming soon to QuoteWerks Web.
QuoteWerks is expanding its native accounting integrations with support for Xero.
The upcoming Xero integration will provide QuoteWerks Web customers with a direct connection between their quoting and accounting workflows, helping move relevant sales information downstream without recreating it in another system.
Coming Soon
ZAPIER ACCOUNTING INTEGRATIONS
Connect More Accounting Apps with Zapier
Use QuoteWerks Web and Zapier to extend your quoting workflow to additional accounting, finance, and business applications.
Your accounting software shouldn’t dictate which CPQ software you use.
In addition to its native integrations, QuoteWerks Web connects with 9,000+ applications through Zapier, giving businesses another way to connect QuoteWerks with the systems that make up their technology stack.
Use Zapier to build workflows between QuoteWerks and supported accounting, finance, ERP, and other business applications.
Native QuoteWerks integrations provide deeper, purpose-built connections where available. Zapier expands your options when your workflow extends beyond those native integrations.
CONNECT YOUR SALES STACK
From CRM to QuoteWerks to Accounting
Keep customer relationships in your CRM, quoting and CPQ in QuoteWerks, and financial transactions in your accounting system.
Your CRM, CPQ, and accounting software don’t need to compete to become the system that does everything.
Each can focus on the part of the customer lifecycle it is designed to manage.CRM
Manage prospects, customers, activities, opportunities, and your sales pipeline.↓
QuoteWerks CPQ
Configure products and services, source pricing, calculate margins, build quotes and proposals, manage approvals, and move opportunities toward an order.↓
Accounting
Receive the customer, product, and transaction information needed to handle the financial side of the sale.QuoteWerks connects these stages so information can move through your business without requiring every system to duplicate the functionality of the others.
CONNECT YOUR WORKFLOW
Connect Quoting and Accounting with QuoteWerks
Build the quote once, win the business, and move the sale downstream without starting over.
Give your sales team purpose-built CPQ and quoting software while keeping your accounting team in the system they already rely on.
With native accounting integrations and additional connectivity through Zapier, QuoteWerks helps connect your quoting process to the rest of your business.
COMMON QUESTIONS
Accounting Integration FAQ
Learn how QuoteWerks connects CPQ and quoting with QuickBooks Online, Xero, Zapier, and your broader accounting workflow.
QuoteWerks provides a native integration with QuickBooks Online. Native Xero integration is coming soon to QuoteWerks Web. QuoteWerks Web also integrates with Zapier, providing additional options for connecting QuoteWerks with supported accounting, finance, ERP, and other business applications.
Yes. QuoteWerks integrates directly with QuickBooks Online and can create Estimates, Sales Receipts, Invoices, customers, products, and Purchase Orders.
Native Xero integration is coming soon to QuoteWerks Web.
Yes, when the accounting application and required actions are supported by Zapier. QuoteWerks Web’s Zapier integration can be used to build workflows with applications available through the Zapier ecosystem.
Accounting software is designed primarily to manage financial transactions and accounting records. QuoteWerks is purpose-built CPQ and quoting software designed to help sales teams configure products and services, manage pricing and margins, create professional quotes and proposals, manage approvals, and move opportunities toward an order.
Keeping the quoting process separate also means you don’t have to fill your accounting system with every prospect, potential product, and quote before a sale occurs.
For simple estimates, accounting software may be sufficient. As quoting requirements become more complex, a purpose-built CPQ solution gives sales teams more control over products, pricing, configurations, margins, approvals, proposals, and the overall quoting process without requiring them to work directly in the accounting system.
QuoteWerks integrates with a wide range of CRM, PSA, and accounting applications. This allows QuoteWerks to sit between the sales opportunity and the accounting transaction, helping information move from CRM to quoting and ultimately into accounting while each system remains focused on its primary role.