• You are using Excel Spreadsheets to track everything from quotes to materials.

  • You have multiple spreadsheets filled with formulas, tables, and pricing models.

  • You have accidentally deleted your Excel spreadsheet, losing all recent changes.

Don’t worry, most of our clients were in the same boat at one time. Excel Spreadsheets and QuickBooks can be a simple and efficient way to automate information.

Oftentimes, manufacturers that have an existing ERP system still use Excel to supplement the areas their ERP system doesn’t cover. Typing information into an Excel spreadsheet was so much easier than writing it out by hand, which made it the new “normal”. However, as a company grows, typing everything out when there are automated options, now makes Excel less efficient.