We’ve had several clients and QuoteWerks partners recently ask us about 1) whether it’s possible, and 2) how QuoteWerks can be set up to use the Sage 50 Accounts Stock list as a Product Source. For the benefit of all those (and to give us a reference for the future!) I’ve produced a guide to help anyone else out there that would like to do this.
The guide is available for download on our website QuoteWerks Resources page - just scroll down to the “Integration with Accounts Packages” to download the PDF.
I’ve tried to make it as definitive as possible, but there are no doubt some ‘gotchas’ I’ve missed. Please let me know if you feel that there’s anything else we should add or if you have any problems that aren’t covered?