Integrating a sales app with QuickBooks Online to increase sales

Posted in Inventory and warehousing.

When you run a business, managing sales and finances smoothly can lead to better results. One effective way to do this is by connecting your QuickBooks Online (QBO) with a sales app.

This integration can help your business run more efficiently by automating routine tasks, speeding up the time it takes to complete sales, and improving the way your teams communicate.

What happens when you connect a sales app with QuickBooks?

Connecting a sales app with QuickBooks means setting up a direct link between the two systems so they can talk to each other. This connection allows information to be shared automatically—no need for entering the same data twice.

For example, when a customer makes a purchase through the sales app, the details of that purchase are sent straight to QuickBooks where an invoice is created instantly, without you having to do anything

How does automating tasks with an integrated sales app help your business?

Automating tasks provides several benefits:

Saves time: Data like sales figures, customer details, and stock levels gets updated automatically, so you don’t have to enter it manually.

Makes billing faster: Invoices are created and sent to customers as soon as a sale is made, which helps you get paid faster.

Keeps inventory accurate: Each time a sale is made, your stock levels are adjusted automatically in QuickBooks, so you always know how much stock you have.

This automation helps reduce mistakes and frees up your sales team to focus more on selling and less on paperwork.

How integrated sales apps and accounting systems improve communication across your business?

When your sales app and QuickBooks are connected, they share information in real time. This helps different parts of your business work better together.

Sales and finance work together: Your finance team can view sales orders as soon as they’re created, these are then automatically sent to your Quickbooks account. From there, your finance team can easily issue invoices without manually re-entering any information. Thereby both saving them time and reducing the chance for mistakes.

Improved customer service: Sales reps can see all past interactions and transactions with a customer. This complete view allows them to tailor their communication more personally, which can lead to better customer relationships.

Better marketing efforts: With real-time data sharing between your sales app and QuickBooks, your marketing team can quickly access up-to-date sales data to analyse trends and customer preferences. This allows them to create targeted campaigns that are more likely to resonate with your audience, boosting your sales and customer engagement.

How integrated sales systems can make sales quicker

With all the information shared and updated in real time, the whole process from first contact to closing a sale can become faster.

Quick quotes: Your team can give immediate pricing and other details to potential customers, helping them make decisions faster.

Mobile order processing: With an integrated system, field reps can process orders immediately during a client visit. There’s no need to go back to the office to enter data or wait for availability confirmation, reducing the time from customer interaction to sale completion.

Updated inventory info: When a sale happens, the system immediately updates how much stock is left. This lets your sales team give accurate information to customers about what’s available, helping avoid delays and confusion

Automated sales reporting: Instead of spending time filling out sales reports, the integrated system automatically logs all sales activities. This lets field reps focus more on selling and less on administrative tasks.

Why integration creates more reliable financial reports

When your sales app and QuickBooks Online are integrated, your sales information goes directly into your financial reports. This means your reports are always up-to-date and accurate. Having accurate reports is very important for making smart business decisions and following business rules.

More features and capabilities of sales app and accounting integrations:

Customisation options:

Connecting your sales app with QuickBooks Online doesn’t mean everything is set in stone. You can customise it to fit your business’s specific needs. You can add custom fields in QuickBooks to keep track of details that are important to your type of business.

For example, a company that makes things might add fields for tracking how long making something takes or where materials come from. This information helps a lot with planning and reporting.

Also, you can set up special workflows that are integrated between the sales app and QuickBooks to handle tasks automatically, following your own business rules.

For example, a business that provides services can create a workflow to make invoices as soon as a sales order is created through the sales app. Customising these workflows helps your business run faster, reduces mistakes, and ensures every step matches how your business works.

Predictive analytics:

The constant exchange of data between your sales app and QuickBooks Online means you have lots of valuable information at your fingertips. This data can be used for predictive analytics, which helps you foresee future trends and make better business choices.

For instance, by looking at past sales and stock levels, you can predict how much inventory you’ll need in the future, helping you manage your stock more effectively. Whether you are using Xero or an alternative stock control module, your sales app can integrate with either to give your sales rep up to date stock levels

You can also look at sales trends to figure out which products might become more popular. This helps you plan your sales and marketing better. Plus, this information can help with financial planning by predicting future earnings, costs, and profits.

Predictive analytics gives you the edge to stay ahead in the market, improve how you operate, and make your business more efficient and adaptable in a fast-changing world.

To summarise:

Connecting a sales app with QuickBooks Online helps make your sales and financial operations more integrated, efficient, and actionable. This connection not only makes handling sales easier but also helps your business react faster and more accurately to customer needs and financial trends. If your goal is to streamline operations and enhance business growth, integrating your sales app and QuickBooks can provide a solid foundation.

Integrating the Onsight mobile sales app with your QuickBooks Online account simplifies how you manage sales and finances.

This setup allows your sales team to access up-to-date product info and process orders on the go, automatically updating financial records. Sign up for a free trial with Onsight. We’ll set up your QuickBooks integration so you can test it out and see how it improves your operations