The benefits of connecting your accounting system with your sales app

Posted in Integration.

Did you know that the Onsight mobile sales app offers custom integration with well-known accounting systems such as Xero, QuickBooks and MYOB? By combining your sales and accounting, you will undoubtedly increase your overall productivity and efficiency. The cherry on top of all of this is the real-world benefits that arise from consolidating these two systems:

Up-to-date, consolidated information

Syncing is one of the best features of app integration. All of your product and pricing information is sent directly from your preferred accounting system to your mobile sales app. This feature gives you the assurance that you will have the most recent and up-to-date product information available for presentation to your clients. It helps you to avoid a situation where you present the wrong price to a client, which can make for an embarrassing situation and potentially damage client relationships.

All of your customer data can also be sent from your accounting system directly to your mobile sales app. This is helpful for creating accurate sales orders. The automatic syncing can help to prevent duplicated data which is sometimes the case when data is independently entered into two separate systems. Integration will help you maintain a central database that doesn’t require a lot of thinking or extra work for your sales team.

Reduced data capturing errors

We all have bad days. Sometimes an error or two will slip in while you’re manually entering sales orders into your accounting system. You either mix up the numbers or forget to enter an order altogether. But by integrating your accounting system with a mobile sales app such as Onsight you can now reduce these pesky data capturing errors.

Syncing of information between a mobile sales app and your accounting system is done automatically through intelligent software. Information like dates, amounts, taxes, shipping costs and so forth, as well as orders captured on the app itself, is immediately added to your accounting system exactly as is.

Time-saving

Not only is manual data capturing a potential breeding ground for errors, it is also time-consuming. When order information is automatically synced in the background between the mobile sales app and your accounting system, you don’t have to worry about this tedious task. This frees up time for you to pay closer attention to your clients, sales and important business activities.

Real-time data

With your accounting system dashboard at your disposal you can view financial data gathered from your mobile sales app’s e-ordering system in real-time. You can organize it according to what you want to see instead of going over months of data for analysis by hand. Once again, it is a time saver while helping you uncover opportunities and issues that are vital to the continued improvement of your business practices without much effort.

Combining your current accounting system, CRM or back-end ERP with your sales app allows you to do more in less time and with better efficiency. Find out more about how to integrate your current systems with the Onsight mobile sales app.