If you currently use QuickBooks Desktop, great news, Trakker can connect to QuickBooks Desktop and get most of the information we need. Trakker can get from QuickBooks:
- List of Customer
- List of Products
- List of Services
- List of Supplier
- The date of the last invoice (this might come from a QuickBooks Report)
If you do not have this information in QuickBooks Desktop, don’t worry! You can give it to us in a simple Excel file or comma-separated (.csv) file. We can load it from those files .
Here is some extra information that often helps our clients get started, if you have it available in another file:
- List of Sales Reps
- Sales Rep’s and their Customers
- Customer’s Number of Route Days
- Do Not Sell List (product list specific customers do not want)
- Sell Only List (product lists customers say is all they will buy from you)
- Customer Cabinet List
- Cabinet Par Level/Fill Lists
If this additional can be provided in an Excel format that’s great. We can easily upload it into Trakker and get you off to a great Jumpstart.
With just simple data we can get you and your team up and running on First Aid Trakker right away.