According to a report by SBA and InfoClutch, more than 200,000 customers in the USA use QuickBooks.
It is quite a large number!
Many bottled water delivery businesses are looking for a system that can integrate with QuickBooks. Considering the demand, we have integrated QuickBooks with our Water Delivery Solutions.
What is Water Delivery Solutions?
Water Delivery Solutions is a schedule-based delivery management software for bottled water businesses. The system aims to automate and streamline bottled water business operations, from order placement and inventory management to auto-dispatching and order fulfillment.
Although Water Delivery Solution has accounting and finance features, they are not as advanced as QuickBooks.
What is QuickBooks?
QuickBooks (QB) is a popular accounting system developed by Intuit. This system was designed to help small and medium-sized enterprises manage their finances, including invoicing, expenses, and payroll.
QuickBooks includes accounting applications, online banking, and electronic payment functions. It can automate manual tasks such as data entry and reconciliation, improving accounting accuracy. This finance and accounting system supports multiple third-party integrations with CRM, inventory management, e-commerce, and delivery systems such as Water Delivery Solutions.
Features of QuickBooks
QuickBooks offers various advanced finance and accounting features to streamline your finance and accounting management. It simplifies invoicing, expense tracking, payroll, and tax preparation processes. The features of QuickBooks are:
Invoicing
Auto-generate professional, tailored invoices; send payment reminders; and reconcile payments to invoices.
Expenses
Organize and manage your expenses with real-time expense tracking. Upload expense receipts and attach them to bank transactions before tax time. Connect your bank account and credit cards for auto-import and categorisation of expenses.
Bank Feeds
Integrate your bank account with QuickBooks to get a 360-degree view of your finances, saving time and reducing errors. The system enables you to track and manage bank transactions automatically. You can import revenue and expense data into the system.
Taxes
Organise your expenses into tax categories and track sales tax on income and expenses. Automatically calculates and tracks sales tax within your invoices, expenses, and purchase orders. You can easily view your tax payables/receivables amounts.
Inventory
QuickBooks also offers inventory management features, including tracking on-hand stock and low stock alerts. The system converts purchase orders (PO) into accounts, ensuring you pay your supplier on time.
Capture and upload receipts
The system allows you to click receipt pictures to match them to bills to stay organized. This ensures that you are tax season ready and have all the required documents for tax filing.
Insights and reports
Create accurate business reports and organize data, including profit and loss statements, balance sheets, and cash reports to inform decision-making.
Integrations
QuickBooks supports multiple third-party integrations with CRM, inventory management, e-commerce, and delivery systems (Water Delivery Solutions).
Benefits of integrating Water Delivery Solutions with QuickBooks
Water Delivery Solutions is a one-stop solution for bottled water delivery businesses, and integrating QuickBooks, an accounting system, enhances the system’s functionalities. It allows seamless flow of delivery information from the delivery management system to QuickBooks, streamlining operations and improving your financial management. Some of the benefits of QuickBooks Online integration are:
Automatic invoicing & payments
When the delivery or the billing cycle is complete, the water delivery software automatically generates invoices within QuickBooks and sends them to the customers via email or WhatsApp. This eliminates the need for manual invoice creation, mitigating the risk of errors and ensuring timely billing.
Eliminate errors and duplicate entries
Automating data transfer from water delivery software to QuickBooks removes the need for manual data entry. This mitigates human errors such as incorrect pricing, quantities, or customer details.
Save time on manual accounting tasks
It automates tasks like invoice creation, payment recording, and data entry, freeing you up for more strategic tasks. This integration enables you to handle more tasks in the same timeframe.
Improved inventory and order tracking
QuickBooks integration links delivery data with your inventory data in QuickBooks. So, when the deliveries are made, the system auto-updates the inventory level, providing a real-time stock view. The order information flows seamlessly from the delivery system to QuickBooks for better sales and revenue tracking.
Better financial reporting
Accurate and up-to-date data enables you to generate more reliable reports for profit and loss statements, balance sheets, cash flow statements, and sales reports; product, customer, or region-wise.
Simplified tax preparation
Having all your financial data organized in QuickBooks simplifies the tax preparation process. It gives easy access to the necessary financial records, reducing the time and effort needed to gather information for tax filing.
Streamlined workflow for accounting
Integrating Water Delivery Solutions with QuickBooks creates a more connected and efficient workflow between your operations and accounting departments. Smooth data flow reduces the need for manual communication and coordination.
Conclusion
QuickBooks integration has enhanced Water Delivery Solutions’ accounting features. It has automated financial processes, improved accuracy, saved time, and offered better insights into business performance. This integration is the best investment for any business looking to optimize operations and achieve greater financial control. Book a free demo to see how this integration can help you streamline your entire financial operations.
He loves to explore. His passion for helping delivery industries in all aspects flows through in the vision he has. In addition to providing smart solution to make delivery process flawless, Ravi also likes to write sometimes to make it easier for people from business industry looking for digital solutions.