Reliance Logo Original on Transparent 102323
Reliance Allaince Original on Transparent

Full integration between eCommerce and QuickBooks.

While the eCommerce platform effectively becomes your order entry and order processing system, it is not an accounting system. Join 30 million other business owners in the United States and run your business economically and efficiently in QuickBooks.

Simple Setup

No programming skills required.

  • Signup and login to your Digitol Dashboard.
  • Map your QuickBooks accounts via account names.
    • Expense items
    • Inventory items
    • Balance sheet items
  • Map transactions to your QuickBooks document templates.
    • Sales Quotes, Sales Orders, Sales Receipts, & Invoices
  • Set triggers for the timing of transaction transfers.
  • That's it - you're ready to start!
QuickBooks Logo Transparent
QuickBooks_Simplicity_Setup
QuickBooks_Version_Support

Software supports all QuickBooks Versions

Whether you prefer QuickBooks desktop or QuickBooks online it doesn't matter.

  • QuickBooks Online - all versions.
  • QuickBooks Desktop - all versions.
    • Connection via QuickBooks web connector
For existing QuickBooks users, it will not be a requirement to change your product or your version.

Sales Orders and Receipts

Automatic transfer of sales orders and sales receipts into QuickBooks.

  • Immediate transfer of orders into QuickBooks.
  • Automatic creation of items and customers not already in QuickBooks.
  • Synchronization of customer records with HubSpot CRM.
  • Transfer of all miscellaneous order items:
    • Sales Tax
    • Discounts
    • Freight, handling, & miscellaneous order charges.
Eliminate re-keying to different systems and keep your records synchronized.

QuickBooks Logo Transparent

QuickBooks_Sales_Orders
QuickBooks_Data_Synchronization

Customer Record Synchronization

The overriding objective is to provide a solution that avoids the need to rekey data while keeping the different systems synchronized.

  • Existing customer places a new order, then the new order is automatically mapped to the existing customer record in QuickBooks.
  • A new customer signs up at the eCommerce portal, then the new customer is automatically created in QuickBooks.
  • An existing or new customer orders an item that isn't set up in Quickbooks, then software automatically sets the item up.
  • New customers created in the eCommerce platform, or a customer record is updated, then the HubSpot CRM is also automatically updated.
 

To learn more about integrating our eCommerce solution with QuickBooks please complete the form below and we will contact you.