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Online purchasing software to integrate with Quickbooks?

online purchasing softwareWe are a small business (10 employees) across two locations. Right now, I am the only person who can create purchase orders and the approval process is manual. I am looking for an online solution that would allow several users to create purchase orders, send them on for approval electronically and then receive shipments against purchase orders. All of this would need to integrate with Quickbooks.

I found TrxLink, SpendMap, Expensewatch and B-pack through some research online. Does anyone have experience using these or other online solutions?

Thank you.

Answers

(Agent, JKS Solutions, Inc.) |

Quickbooks can create and send purchase orders. Is your concern that you only have a single user license? Or is your problem that you don't know how to turn on the purchase order capability in Quickbooks?

Caroline Brown
Title: VP, Finance
Company: N/A
(VP, Finance, N/A) |

Thanks for your reply. I am ultimately trying to streamline the purchase, approval and receiving functions - ideally, I would like it all to be on the cloud and get away from our paper system (which is made more challenging since we are in different physical locations).

Nicole Lucarelli
Title: Director
Company: Financial Services
LinkedIn Profile
(Director, Financial Services) |

While I have not used these specific packages, I am a Sourcing and Procurement consultant who has implemented and worked with several similar packages.

Most of the answer depends on your requirements. I took a quick look at these packages, they do differ in the functionality they offer beyond automated Purchase Orders. Are you interested in also automating sourcing, expense reporting, online catalogs, sales orders. These capabilities can provide great inefficiencies for small companies. Even if they are not needs today, but think about what you will need in the short to mid term future.

Of course costs and implementation complexity should be considered.

Whatever package you select, it should have reporting and analytics capabilities. In any size company, it is important to know not just what you are spending for budgeting purposes but how you are spending it. How many vendors do you use? How are they selected?

While these concepts may not be of urgent concern today, I believe that instilling discipline in the procurement area early can help you grow efficiently, reducing unnecessary spend, and leaving as much operating capital available for investment in the company.

Kathie Lee
Title: Partner
Company: Ravix Consulting
(Partner, Ravix Consulting) |

Hi David- the website does not have any pricing data; how do they price? Per user, per transaction?

Topic Expert
Wayne Spivak
Title: President & CFO
Company: SBAConsulting.com
LinkedIn Profile
(President & CFO, SBAConsulting.com) |

My advice: before you purchase a product, re-examine your process, your needs and future expectations and develop a technical requirement list.

Then go shopping.

Shameless plug: We'll be discussing this on the FinTech Forum January 30th:
https://www.proformative.com/events/selecting-right-business-technology-solution-business-partners

Kundan Lal
Title: Accounting & Finance Consultant
Company: Real Time Cloud Services, LLC
(Accounting & Finance Consultant, Real Time Cloud Services, LLC) |

Many of our clients are using TrackerSuite.net and TRxLink, both are similar in functionality - create requisitions, purchase orders, sales invoices, and sales orders online which integrate with QuickBooks however, TrackerSuite.net costs $50 per user per month on the other hand TRxLink would cost you $30 per month, per user.

Maria Marsala
Title: Financial Advisor Coach, Speaker, Author
Company: Elevating Your Business
(Financial Advisor Coach, Speaker, Author, Elevating Your Business) |

What did you decide?

QB is in the cloud :) Is it too simple, for what you need, and unable to do what you wanted?

Anonymous
(VP, Finance) |

We are still looking - TRxLink seemed to have pulled their product pending further development earlier this year. We came across Procurify, which seems to have what we need (with the exception of RFQs), but it is brand new.

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