Trade Only Teams Up with Industry Expert to Deliver Robust QuickBooks Integration
Trade Only, Costa Mesa, Calif., announced VISION, its business management tool, is now equipped with QuickBooks integration. The development team worked with expert Amanda Corey, MAS, MASI, on the project, is currently only compatible with QuickBooks Desktop for PC.
“When consulting with Trade Only to create the information stream between VISION and QuickBooks, my concentration was on data flow and availability," she said. "From The Desktop’s goal was to ensure that the necessary numbers are organized and presented in the way that works best for distributor financial management. I am happy to say we hit this one out of the park! Finally [there is] an industry tool that not only increases productivity during the order process but delivers the crucial details for the distributor’s financial success!”
The integration will increase productivity for distributors by enable on-demand exporting of new and updated customer information, sales invoices, credit notes and purchase orders from VISION, which can be imported into QuickBooks with one click. This allows distributors to reimport select invoices and purchase orders individually or by batch number. Additionally, distributors can view customer records and associated purchases as well as create supplier invoices in QuickBooks.
“Amanda is the industry expert on QuickBooks’ best practice, so it was a no-brainer to enlist her help in developing VISION’s QuickBooks Export function," Deborah Wilkinson, Trade Only's Chief Product Development Officer, said. "Her advice, suggestions and thorough testing have been instrumental in delivering this key piece of development, which will help all VISION users gain greater efficiency.”
For more information, visit www.tradeonly.com.