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Integrating QuickBooks with an all-in-one mobile sales solution combining e-catalog, order-taking account management, and B2B e-commerce solution is key to increasing your B2B order sales. Smooth integration gives your sales reps and customers access to important sales and ordering data in the office and in the field, while making transactions quick and easy.

Integrating QuickBooks with your sales solution helps sales reps sell more

A sales solution that can integrate with your QuickBooks ecommerce allows your sales reps to easily access product information through the platform. They can sort through items using a variety of fields, including custom fields, sales prices, price levels, and in-stock quantities.

Sales reps can also access important customer information, searching for individual customers using fields such as sales rep, address, and assigned price level, or by creating custom fields of their own. In addition, they can view customer reports, including transactions history, balance detail, and A/R aging summary.

QuickBooks integrated with eCommerce helps customers order easily & efficiently

Just as it facilitates the sales process for your staff, QuickBooks shopping cart integration also streamlines the ordering process for customers. Using the integrated platform, customers can search for items using any field, including custom fields, assigned price level, sales rep, and address. Because they don’t have to rely on sales reps to make orders and access critical information, they can make online purchases 24/7.

On top of that, integration enables customers to better manage their purchases and order history. They can easily place orders, get refunds, and check invoices, estimates, sales receipts, and credit memos.

Integration is simple and easy!

Well it is if you choose a solution like Pepperi which has a ready-to-go plugin for QuickBooks. It’s simple and intuitive to implement and use, and it brings with it a variety of benefits:

Improved efficiency - With access to detailed customer information and a high-resolution product e-catalog, sales reps are better equipped to efficiently place orders and easily answer customer questions.

Seamless syncing - Real-time syncing with QuickBooks, updating reports and transactions as well as key customer and product information.

Easy configuration - Plugin configuration and monitoring is centralized, simple, and quick to set up quickly and easily.

Single sign-on - Using Pepperi with QuickBooks doesn’t require a separate login. Instead, you can launch Pepperi from QuickBooks using your QuickBooks login credentials.

QuickBooks integration with Pepperi keeps your sales team constantly informed, enabling your reps to sell with confidence while building customers’ trust in your company.


About The Author

Stacey Woods
Stacey Woods
Stacey Woods is the Senior Business Development Manager at Pepperi. She has extensive experience in B2B sales and understands the many benefits that can be gained by automating and syncing the different sales channels in a company.