Automatic Customer Sync
Maintain a single, synchronized database for client records. Updates to contact details, tax identifiers, or billing terms in QuotePlan mirror in QuickBooks Online without manual re-entry.
QuotePlan ERP + QuickBooks Online
QuickBooks Integration for Manufacturing Businesses
Unify Your Engineering Estimations, Project Workflows, and Financial Accounting in Real Time.
QuotePlan ERP seamlessly connects with QuickBooks Online to eliminate double entry between shop-floor estimations, Bill of Materials (BOM) management, and financial accounting. Tailored specifically for electrical control panel manufacturers, system integrators, and industrial automation teams.
QuotePlan ERP
QuickBooks Online
One connected workflow
Why Integrate QuotePlan with QuickBooks?
Integrating QuotePlan ERP with QuickBooks Online solves the disconnect between technical engineering estimations and financial general ledgers.
Invoice Automation
Convert approved sales orders and project milestone completion into QuickBooks invoices. Reduce delays and manual pricing errors while helping accelerate cash flow.
Purchase Order Integration
Sync multi-tier Special Price Agreements (SPAs) and vendor purchase orders from QuotePlan into QuickBooks as vendor bills for accurate accounts payable tracking.
Project Profitability
Compare real-time material, labor, and engineering costs logged in QuotePlan against synced revenue data in QuickBooks to track job profitability per panel build.
Connected data
What Can Be Synchronized?
See how data flows bi-directionally between QuotePlan ERP and QuickBooks Online to keep operations and finance aligned.
| QuotePlan ERP Entity | Synchronized QuickBooks Entity | Operational Benefit |
|---|---|---|
| Customer Information | Customer Records | Single source of truth for accounts, contact information, and tax IDs. |
| Sales Quotations | Estimates / Quotes | Fast conversion of complex technical quotes to accounting estimates. |
| Approved Orders | Invoices & Sales Receipts | Automatic invoice creation upon project milestone sign-off. |
| Purchase Orders | Vendor Bills & Expenses | Accurate logging of raw component inventory and SPA purchases. |
| Labor & Project Costs | Expense Entries & Timesheets | Direct allocation of engineering hours and shop-floor assembly labor. |
| Payment Status | Financial Reports & Ledger | Real-time P&L visibility and cash-flow tracking per build. |
From estimate to insight
How the Integration Works
Order misconfigurations and manual data transfer can cause friction between engineering and finance. QuotePlan connects the teams in four steps.
Create Quotation
Build detailed estimates in QuotePlan using over 1M pre-loaded automation component SKUs, custom labor costs, and multi-tier Special Price Agreements (SPAs).
Convert to Project
Once the customer approves the proposal, QuotePlan generates the engineering BOM, procurement POs, and project execution milestones.
Sync with QuickBooks
Approved customer data, vendor bills, POs, and milestone progress sync securely to QuickBooks Online via encrypted cloud APIs.
Generate Financial Reports
QuickBooks updates accounts payable, accounts receivable, and balance sheets, providing live project profitability reports.
Built for your workflow
Key Features
Real-Time Synchronization
Keep inventory costs, client records, and project balances synchronized across both platforms.
Secure API Integration
OAuth 2.0 encryption protocols help keep proprietary pricing structures and financial data safe.
Automatic Invoice Creation
Output line-item invoices in QuickBooks when custom panel builds are completed or shipped.
Expense Tracking
Track job-specific engineering change orders (ECOs), component cost increases, and field service labor expenses.
Vendor Bill Management
Record vendor POs and component orders in QuickBooks to help prevent accounts payable discrepancies.
Profitability Reporting
Combine QuotePlan's engineering margin tracking with QuickBooks financial reporting to determine project margins.
Made for industrial teams
Industries We Serve
Control Panel Manufacturers
Control panel builders handle complex multi-item BOMs, frequent component pricing changes, and strict execution schedules. QuotePlan + QuickBooks simplifies job costing, streamlines component procurement, and automates billing upon panel delivery.
System Integrators
System integration projects require custom engineering labor, multi-tier vendor pricing, and milestone-based customer billing. Keep engineering time, material costs, and customer invoices synchronized from quote to final commissioning.
OEM Manufacturers
OEMs producing standardized or custom-configured machinery need consistent inventory control and automated accounting. Synchronize recurring order BOMs, component purchases, and final revenue ledgers directly with QuickBooks.
Engineering Companies
Engineering and EPC firms managing turnkey industrial automation projects need real-time project P&L visibility. Syncing QuotePlan with QuickBooks gives project managers and accounting teams unified budget-versus-actual expenditure visibility.
Better visibility, less admin
Business Benefits
- Eliminate 90%+ of manual data re-entry: Remove duplicate entry between engineering estimation spreadsheets and accounting software.
- Reduce billing cycle times by 50%: Turn project milestones into QuickBooks invoices to speed up client payments and improve cash flow.
- 100% financial and job-costing accuracy: Reduce cost discrepancies between quoted BOM prices, vendor invoices, and final balance sheets.
- Real-time P&L tracking per project: See exact profit margins on custom panel builds while work is in progress.
- Simplified vendor SPA management: Track Special Price Agreements (SPAs) with distributors such as ABB, Schneider, and Siemens without losing margin visibility.