✏️ Learn how the Quickbase and Sage integration can help you gain real-time insights into costs, purchase orders, and financials—all in one place.
Managing projects with Excel and Sage 300 alone can be frustrating—scattered data, limited visibility, and time-consuming processes. But with Quickbase integration, project managers gain real-time insights into costs, purchase orders, and financials—all in one place. Learn how this seamless connection transforms project management.
How Quickbase + Sage 300 Integration Works
Let’s take a look at how this integration works in action, using a real project example: GSA Athens.
- Project Overview at a Glance
- The project record includes key summary data and actionable buttons.
- Users can drill down into cost details and financial transactions.
- Seamless Budgeting & Cost Tracking
- When an opportunity is marked as awarded, Quickbase automatically creates a budget and links it to the project.
- The budgeted cost is now visible within Quickbase.
- Live Financial Data from Sage 300
- Sage 300 operates on a SQL database, and the integration pulls in actual costs in real time.
- Key financial metrics include:
- Purchase orders
- Labor hours & costs
- Committed vs. projected expenses
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Quick Bites
Helpful resources from the Quickbase community 🔥
- Button creating record that is connected to logged in user for mobile layout
- Advanced Quickbase bar chart tips
- Notifications cheat sheet
- Converting iPhone photos to other formats
- Fix two fields pulling on same table data not matching in report
Have feedback? Ping me at aransom@quickbase.com and tell me how you’d improve this series.
Meme of the Week
Meme credit goes to the Qrew's master of puns: Wes McAda. Thank you for contributing to this week's issue!
Now you’ve got another handy integration in your back pocket for next time. Are there other integrations we should cover in this series? Let me know in the comments.
Until next time,
Aeris
