Listaso Blog

The Perfect Quickbooks Integration For Distributors

QuickBooks is an excellent tool as an ERP to monitor your finances, create invoices for clients and pay bills or taxes. As a distributor, we know that your needs are much more specific and demanding than those. 

Carmen Canas vicepresident and cofunder of Listaso
June 22, 2022
B2B Specialist

3 reasons to choose Listaso as your complimentary platform for sales and inventory management

 

QuickBooks is an excellent tool as an ERP to monitor your finances, create invoices for clients, and pay bills or taxes. As a distributor, we know that your needs are much more specific and demanding than those of

 

Moving your inventory from one place to another and having your sales reps on the field makes everything more complicated, where a simple, accountable system falls short. This is where Listaso comes in by enhancing the use of QuickBooks online or QuickBooks Desktop for distributors, wholesalers, or manufacturers.

 

Listaso has a QuickBooks Certified Integration that allows us to have a fast and effective sync process to receive and send information between each app.

 

So, no matter if you are a big wholesaler or a small business distributor using QuickBooks Online or QuickBooks Desktop, you are always in need of new ways to keep your business growing. And as your company grows, so does the amount of work and inconvenience you have to face.  

 

That's why it is crucial to count on the right systems that help you with better sales and inventory management to make your process quicker and serve your clients better. So, perhaps you want to improve the way your sales team works or have better inventory management to fully control your DSD (direct store delivery) process or pre-sales. In that case, Listaso, a Quickbooks certified app, is the companion you are looking for and here are the 3 reasons why:

 

1. Complete QuickBooks integration

 

Listaso QuickBooks integration

 

Listaso is a QuickBooks certified partner that integrates with all versions of QuickBooks Desktop or QuickBooks Online, and it doesn't matter which one you are working with; Listaso's QuickBooks integration syncs perfectly with all the information you need. This provides your sales or warehouse team with up-to-date information, which they can check on both systems at any time.

 

Best of all, Listaso's QuickBooks integration process takes less than an hour to complete, with no special configurations, complicated steps, or intrusive behaviors. Everything is done remotely, and in just a few minutes, all your information will be synced and ready.

 

2. Speed Up Your Pre-sales Or DSD Process

 

Listaso has been a QuickBooks certified partner for many years! We have helped distributors and manufacturers increase sales by going mobile and eliminating paperwork and unnecessary data entry. One of our QuickBooks integration's best features is that Listaso can sync all your QuickBooks customers, product and inventory information, and item inventory from one or multiple warehouses. Besides, it will allow your sales team to:

 

  • They instantly know the date, quantity, and price at which they sold each product. 
  • Log customer visits. Add notes Take pictures and add custom tags and notes.
  • Create estimates, sales orders, or invoices that are automatically sent back to QuickBooks for processing.
  • Give your customers a hard-signed copy of their invoice since our QuickBooks Certified app is compatible with many Bluetooth Printers.
  • Create a Credit Memo which is later sent back to QuickBooks for processing.

 

As a wholesaler or distributor, the most useful features that will help you have better control of your business operations are:

 

  • Listaso Sales syncs all of the information about your products in QuickBooks so that your sales team has the most up-to-date information about prices and inventory.
  • As many product pictures as you want and different views of each of them.
  • Have real-time GPS Tracking to "Ride along" with each sales rep during work hours, from your office, or anywhere in the world. 

 

listaso quickbooks c nI767

 

3. Improved Inventory Management

 

"Effective inventory management affects every aspect of your business—from your warehousing costs to your ability to fulfill orders accurately and on time. Unfortunately, inventory management is a difficult business process to do by hand. It takes time, and if you make a mistake, it could have ripple effects that negatively impact your business for months or years"

Courtenay Stevens Business.org writer

 

Listaso is an incredible option for your warehouse management, and you can take full advantage of it by opting for Listaso's QuickBooks integration app. All your warehouse information (receive, move, pick, physical inventory, load truck) and inventory will be even more organized than before. 

warehouse management app

 

With Listaso's QuickBooks certified app, you can:

 

  • Any Pre-Sales Order can be picked up as soon as it is created.
  • Have your drivers request their replenishment at any time.
  • Move your products between multiple warehouses or your DSD trucks and have everything up-to-date in real time.
  • Ensure that your truck's inventory is updated to have your focus on the sale and keep your warehouse inventory information accurate.
  • Create your purchase order in the office and let your warehouse reps do the rest.
  • To eliminate 100% of warehouse paperwork, use any Bluetooth scanners on iOS devices or integrated Android scanners.

 

Conclusion 

Listaso has over 15 years of B2B experience and is ready to help you get control over your sales and inventory management. When you use software like Listaso, you make fewer mistakes with sales and inventory management. This makes your business more productive, more profitable, and better able to serve your customers.

 

Want to reach your full potential? 

 

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