🚀 Streamline Your Workflow with Ply & QuickBooks Online Integration
Ply now offers a seamless bi-directional sync integration with QuickBooks Online! This integration allows you to create RFQs within Ply, and when accepted, they are instantly converted into purchase orders and added to your QuickBooks inventory.
Here’s how it works:
- ✅ Accept the RFQ – Once accepted in Ply, you can select the account type to sync with, choose the order date, and specify the purchase source.
- 🔄 Sync Materials – Ply automatically matches materials to QuickBooks. If any new materials are needed, you can easily add them from Ply to QuickBooks with details like material name, inventory asset account, income account, and expense account.
- ⚡ Automatic Sync – Once confirmed, the data syncs automatically with QuickBooks, saving you time and effort.
- 📊 View in QuickBooks – Inside QuickBooks, you can view all items along with any fees generated from accepting the RFQ.
This integration effortlessly connects your accounts, purchase orders, and field service management, allowing you to manage your operations more efficiently than ever before! 🌟