Why Integrate QuickBooks With SAGE?
Question: I see that QuickBooks integrates with SAGE Online. What are the benefits of doing this?
Answer: SAGE Online does integrate with the QB desktop products, Pro, Premier and Enterprise, and QuickBooks Online (QBO). It allows you to write orders in SAGE and export them into QB.
Writing an order in SAGE begins with selecting the items from their extensive database to add to your order forms, saving you from having to manually enter items or suppliers. You can also have your customer list mapped into SAGE, so you don’t have to enter that data again unless you have a new customer.
There are some differences between the QB desktop products and QBO. The desktop products will accept customer sales orders, supplier purchase orders and invoices, if you invoice using SAGE.
QBO will only accept supplier purchase orders and invoices. QBO does not have customer sales order capability, which is a most helpful feature in Premier and Enterprise.
All the QuickBooks products create the item, customer, vendor, purchase orders and invoices (sales orders for QB Premier and Enterprise). This complete data transfer will provide you with a comprehensive order history in both SAGE and QB. I like that in the event you decide to switch away from either, you retain your order history.
The SAGE and QuickBooks integration saves time and avoids potential errors when entering data again in QB. It’s an efficient blending of two useful software solutions.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.