{"id":2122,"date":"2017-05-02T07:00:17","date_gmt":"2017-05-02T11:00:17","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2122"},"modified":"2024-10-03T10:14:27","modified_gmt":"2024-10-03T14:14:27","slug":"sales-reporting-quickbooks","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/sales-reporting-quickbooks\/","title":{"rendered":"Better Sales Reporting with QuickBooks and CRM data"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">How do you generate sales reporting that truly helps you understand your business\u2019 performance?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/quickbooks-crm\/\">QuickBooks<\/a> is a great way to collect sales data, but when it comes to providing insight on your customer relationships, <strong>you need CRM data<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> How many opportunities were there to close a deal with your best customer? How often was your sales rep communicating with them? This is all important information that you can&#8217;t access in QuickBooks.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Increasing sales isn\u2019t just about hitting revenue and profit targets. Your sales report should help you understand how to build lasting customer relationships.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s equal parts science and art, so filling those gaps left behind from financial transactions and summaries helps you where it matters most: the bottom line.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We aren\u2019t one to make assumptions, but it\u2019s safe to say we\u2019re all on board with more robust sales reports, simplified data generation, and boosting sales, right? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, how do we get there? Glad you asked.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-quickbooks-can-t-do-everything-so-let-method-crm-help\">QuickBooks can&#8217;t do everything, so let Method CRM help!<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content qb1c\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/quickbooks-crm\/?utm_campaign=2024ctas&amp;utm_term=cta-banner1c\">Learn more<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-much-sales-reporting-can-i-do-in-quickbooks\"><strong>How much sales reporting can I do in QuickBooks?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before jumping into the solution, let\u2019s take a look at what QuickBooks is able to do for your business:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Financial reports<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With QuickBooks transaction data, you can quickly generate basic sales reports to see profits, revenues, and invoice summaries.&nbsp;It\u2019s also a great way to get an overview on your sales by reps, as well as a history for individual customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Limitations<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As we\u2019ve spoken about before, QuickBooks has <a href=\"https:\/\/www.method.me\/blog\/manage-sales-reps-quickbooks\/\">some limitations<\/a>, and that applies to sales reporting as well. While their reporting can provide you with the sales numbers and raw data, that\u2019s not always everything you need.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sales isn\u2019t just about the revenue and profits your business generates. It\u2019s about taking advantage of opportunities with your clients, and putting your sales data to work. While QuickBooks does collect that data, it doesn\u2019t help with identifying those opportunities. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter wp-image-2123 size-full\"><img decoding=\"async\" width=\"1024\" height=\"595\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1-1024x595.png\" alt=\"\" class=\"wp-image-6363 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1-1024x595.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1-300x174.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1-768x446.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1-1080x627.png 1080w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Customize-Sales-1.png 1500w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/595;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-i-connect-the-dots\"><strong>How can I connect the dots?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">How do you connect your sales data &#8211; all those invoices and orders, with missed opportunities, hot leads and sales rep activity?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For starters, you need to export your QuickBooks data into a CRM that easily manages your customers and offers powerful sales reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where Method CRM connects everything together.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method <\/a><strong>fully integrates with QuickBooks<\/strong>, and allows you to create fully customizable sales reports with any data of your choice. As a result, you can dig deeper into top-level financial transactions and analyze sales alongside any CRM data, including opportunities, sales rep activities and much more.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also create custom tags and categories to keep track of any relevant customer information, like where you met, previous discussions, or just about anything else you want to add in.<\/p>\n\n\n\n<div class=\"wp-block-group m-section-thin m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h3 class=\"wp-block-heading has-text-align-center simpletoc-hidden\" id=\"h-online-payments-automated-leads-and-customer-management\">Online payments, automated leads, and customer management?<\/h3>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button cta-content crm-cta2\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/request-demo\/?utm_campaign=2024ctas&amp;utm_term=cta-banner-mofu2\">See how Method does it all<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-do-i-customize-my-sales-reports-in-method-crm\"><strong>How do I customize my sales reports in Method CRM?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM combines specific sales data from QuickBooks with customer information from your CRM, and generates totally customized sales reports filled with actionable insights. You can tailor the design, format and content of those reports, empowering your sales team to quickly pull any information they need to better serve your customers, and ultimately, increase sales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Example of customized sales reporting<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wondering what a customized sales report looks like?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Manufacturers and wholesale distributors who focus on inventory can integrate item codes from QuickBooks and filter date periods, geography and more, to get a summarized view of customer orders. This includes a detailed summary of invoices, estimates and interactions with sales reps by&nbsp;customers.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter wp-image-2125 size-full\"><img decoding=\"async\" width=\"1024\" height=\"704\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1-1024x704.png\" alt=\"\" class=\"wp-image-6362 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1-1024x704.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1-300x206.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1-768x528.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1-1080x742.png 1080w, https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/ShipRekt-1.png 1944w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/704;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Customers can work with Method&#8217;s <a href=\"https:\/\/www.method.me\/customization-services\/\">Customization Services<\/a> team to develop sales reporting that is tailored exactly to your business&#8217; needs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-ready-to-get-more-comprehensive-sales-reporting\"><strong>Ready to get more comprehensive sales reporting?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In sales, you know that timing is everything. Rather than having your sales team sift through raw data, <a href=\"https:\/\/www.method.me\/\">Method CRM <\/a>provides your business with reports that identify opportunities, so you can efficiently build client relationships, and make sales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Get started today with a <a href=\"https:\/\/www.method.me\/crm-quickbooks\/free-trial\/\">free trial<\/a> of Method CRM to see how our integration with QuickBooks can help your business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get insight beyond QuickBooks transactions. Connect the dots between sales reporting and your customers. Provide your team with insight to close more deals.<\/p>\n","protected":false},"author":24,"featured_media":6361,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[39,49],"tags":[],"class_list":["post-2122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-accounting","category-sales"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Better Sales Reporting with QuickBooks and CRM data &#8212; Method<\/title>\n<meta name=\"description\" content=\"Get insight beyond QuickBooks transactions. Connect the dots between sales reporting and your customers. Provide your team with insight to close more deals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/sales-reporting-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Better Sales Reporting with QuickBooks and CRM data &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"Get insight beyond QuickBooks transactions. Connect the dots between sales reporting and your customers. Provide your team with insight to close more deals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.method.me\/blog\/sales-reporting-quickbooks\/\" \/>\n<meta property=\"og:site_name\" content=\"Method\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MethodHQ\" \/>\n<meta property=\"article:published_time\" content=\"2017-05-02T11:00:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T14:14:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.method.me\/wp-content\/uploads\/2017\/05\/Blog-201704-Reports-Cleanup-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1255\" \/>\n\t<meta property=\"og:image:height\" content=\"890\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Eilis McCann\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:site\" content=\"@methodcrm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Eilis McCann\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/\"},\"author\":{\"name\":\"Eilis McCann\",\"@id\":\"https:\\\/\\\/www.method.me\\\/#\\\/schema\\\/person\\\/ddb2ec8647c70afff86dd731b806e33f\"},\"headline\":\"Better Sales Reporting with QuickBooks and CRM data\",\"datePublished\":\"2017-05-02T11:00:17+00:00\",\"dateModified\":\"2024-10-03T14:14:27+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/\"},\"wordCount\":676,\"publisher\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/Blog-201704-Reports-Cleanup-1.png\",\"articleSection\":[\"QuickBooks\",\"Sales\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/\",\"url\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/\",\"name\":\"Better Sales Reporting with QuickBooks and CRM data &#8212; Method\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.method.me\\\/blog\\\/sales-reporting-quickbooks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.method.me\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/Blog-201704-Reports-Cleanup-1.png\",\"datePublished\":\"2017-05-02T11:00:17+00:00\",\"dateModified\":\"2024-10-03T14:14:27+00:00\",\"description\":\"Get insight beyond QuickBooks transactions. 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