QuickBooks Desktop Move off QuickBooks at your pace.
- Bring vendors, customers, items, orders and bills across
- Imports check for duplicates before they post
- Switch over module by module
Modules Seven modules.
Seven modules.
One core.
Every module shares the same items, customers, vendors and general ledger. Work done in one shows up in the others straight away. Here is what each one looks like.
01 · Purchasing
Buy right, pay right.
Purchase orders, goods receipts and vendor bills live in one place. The bill is matched against what you ordered and what arrived before it reaches accounts payable.
Sample data from a demo company.
- Three-way match: purchase order → goods receipt → vendor bill
- Landed cost: freight, duty and brokerage spread by value or weight
- Shared freight across a whole container or shipment
- USD and CAD, with Bank of Canada rates and deposits at the rate you paid
- Prepayments, vendor credits, rejections and refunds
- Read supplier invoices into a draft bill instead of retyping them
02 · Inventory
Know what you have, and where.
Every unit has a location and a cost. Stock moves between warehouses and bins, and the books follow it automatically.
Sample data from a demo company.
- Warehouses, locations and bins
- Goods in transit on origin Incoterms until you confirm arrival
- Cost layers tied to the location the units sit in
- Barcodes and printed labels
- Reserved stock for committed orders
- Where-used and bulk BOM replace
03 · Manufacturing
From drawing to finished goods.
Bills of materials and routings describe how a product is made. Work orders carry that onto the shop floor and roll the cost back up.
Sample data from a demo company.
- Multi-level BOMs with a visual assembly flow
- Routings with work centres and rates
- Plan a build, then release manufacturing orders
- Printable work order packets for the shop floor
- Subcontracting and outside finishing as routing steps
- Shortages flagged before you release a build
04 · Quality
Catch it at the door, not at the customer.
Inspect what arrives, what you build and what you ship. When something is wrong, an NCR follows it through to a rework, a return or a credit.
Sample data from a demo company.
- Receiving inspection with a level per part: count, check, or full inspection with hold
- Quarantine stock until it passes
- Checks on finished builds and before shipping
- Numbered NCR register with severity, root cause and disposition
- Send an NCR to the vendor and track the credit
- See how long each lot has been waiting
05 · Sales
Quote to cash, without retyping.
A quote becomes a sales order, then a work order if you build to order, then a shipment, then an invoice. Each step starts from the last one.
Sample data from a demo company.
- Quotes, sales orders, shipments and invoices in one flow
- Customer receipts and deposits
- Shipping labels, boxing and bills of lading
- Shopify web orders alongside every other order
- One customer record shared by sales, shipping and accounting
06 · Accounting
Books your accountant will trust.
Every receipt, build, shipment and payment posts to one general ledger. Close a month and it stays closed.
Sample data from a demo company.
- General ledger, accounts payable and receivable
- Period locks that are enforced, not just suggested
- Fixed assets with book depreciation and CCA
- Chart of accounts mapped to GIFI codes
- GST/HST input tax credits and PST into cost
- Books Health: checks for duplicates, unposted documents and imbalances
07 · Payroll
Canadian payroll, in the same system.
Pay your people from the same place you run the business, with Canadian deductions and year-end slips built in.
Sample data from a demo company.
- CPP, EI and income tax deductions
- Vacation pay and employment standards rules
- Benefits and employer costs
- Employees in more than one province
- Year-end slips and amendments
Integrations
Connected to the tools you already run.
The QuickBooks and SolidWorks PDM bridges run on the desktop app or your on-prem server, next to the software they talk to.
SolidWorks PDM Engineering and the shop, in step.
- Parts and materials from the vault
- BOMs built from what was designed
- Runs alongside your PDM client
Shopify Web orders, same as any order.
- Shopify orders arrive in CoreWorks
- Pick, ship and invoice them like the rest
- Stock stays in one place