Stone Edge & QuickBooks Integration Readiness

Stone Edge/QuickBooks® Integration Readiness Review – PRO $399

Many Stone Edge users wish to more tightly integrate the financial data produced by the order manager with their QuickBooks systems.

In order to properly integrate the two systems, there are a number of things which need to be verified and optionally corrected prior to integration. The term “garbage in / garbage out” applies to this service. If the financial data in Stone Edge is inaccurate, then data exported to QuickBooks will be as well. The goal is to identify what needs to be cleaned up in your database and which processes should be revised to ensure that the financial data exported to QuickBooks is accurate.

Professional Business Solutions 4 U, LLC has been working exclusively with Technology CoPilot since 2007 to provide this service. Technology CoPilot provides expert consulting services and automation for Stone Edge users and can offer guidance or assistance with all of your Stone Edge needs.

If you’ve ever wished you could talk to someone who understands Stone Edge and QuickBooks at the same time, this is the service for you! We work together to help provide you with a complete solution.

Technology Copilot will review processes and procedures, as well as the overall health of the data within Stone Edge Order Manager. Professional Business Solutions will review the QuickBooks file and discuss how the two programs will integrate and areas of concern. We will offer solutions to not only clean up incorrect data, but also on streamlining and automating your processes and procedures.

This service is an overall review; it will be a 90 minute remote session with your company, Technology Copilot, and Professional Business Solutions. At the conclusion of the meeting problem areas will have been identified and there will be a recommended course of action. An email summary will also be provided.

Technology CoPilot and Professional Business Solutions 4U offer additional services to assist with the proper clean-up of both programs and additional training as needed.