Birds of a Feather Account Together: SAGE and QuickBooks

"The Tao is amazing................................................................................" - Terri Sparkman

Every business owner knows that good accounting is an important part of their company’s success.

They also know that it takes a lot of work to do it right. Financial data can often be spread between multiple software programs, and moving that information to where it needs to be can be a huge challenge.

When programs don’t work together to manage your data, you end up either re-entering information between programs manually – wasting your time and money – or you have to work without the tools you need.

SAGE and QuickBooks Integration

Luckily, SAGE subscribers don’t have to worry when it comes to accounting for their promotional products business. The combination of the SAGE Order Management tool and QuickBooks® provides you with a seamless accounting experience.

The SAGE Order Management tool starts the process by helping you create quotes, sales orders, purchase orders, invoices, customized tax fields, and more using the extensive SAGE product database.


SAGE Order Management tracks all your order information and creates invoices, purchase orders, and other forms you need.

After you have order history in SAGE, you can then export that data to QuickBooks, the most popular business accounting software for small and medium sized businesses. With QuickBooks, you can instantly get the professional reports, forms, and accounting tools that you need, saving you time and money.

Integration Benefits

The integration of SAGE and QuickBooks results in a complete, user-friendly accounting process that makes bookkeeping easy. You can easily move your data with just a few clicks of your mouse, so you have more time for sales and staying on top of your orders. You will spend less time worrying about the books and more time connecting with your clients, plus you will reduce errors and increase efficiency because you won’t have to rekey information.

And for SAGE subscribers, your automatic PPAI membership gives you up to 30% off and free shipping on QuickBooks software for personal and home-based business accounting. You will be able to track payments, create invoices, and manage your expenses for less. Click here to take advantage of this PPAI member benefit.

If you want to learn more about SAGE integration with QuickBooks, we have a couple of great opportunities you won’t want to miss.

First, attend our SAGE webinar on Thursday, December 8 at 2:00pm CST. QuickBooks Certified ProAdvisor Harriet Gatter will show you everything you need to know to use QuickBooks with SAGE. Harriet will share how SAGE tools connect with QuickBooks, how to get set up, and the benefits this process can have on your business! And if you have questions or want one-on-one help, Harriet even offers SAGE distributors a free 30-minute consultation to discuss your current system and the possibilities of SAGE and QuickBooks. Visit to register for the webinar.

Second, join us at SAGE Conference on Monday, January 9, 2017, and attend our education session covering QuickBooks integration with SAGE Online’s Order Management system and how to export data for other systems (such as via XML). Find out more about SAGE Conference and the education sessions at

Of course, you can always get help with your questions about SAGE integration with QuickBooks by contacting us. We’re happy to walk you through the process anytime!

If you want to simplify your accounting, don’t miss these opportunities! Learn the simple steps to SAGE integration with QuickBooks, and take back more time and money for your promotional products business!











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  1. Hi… These blogs offer a lot of information about QuickBook Integration.Your blog is incredible. I am delighted with it. Thank you for sharing this wonderful post.

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