Data Entry Dream Come True with WrightPlan’s QuickBooks Integration
Up until now, your sales team had to note all of the quote information from the client and pass it all along to your administrator to draft the invoice. Then the administrator had to send copies of those invoices – likely hard copies – to the sales person to review, whom then sent the marked up copies back to the administrator whom then passed the final versions to the bookkeeper to be entered into the accounting system. This process, although standard, isn’t efficient, and it leaves a lot of ro