With this add-on, you can integrate Daylite and MoneyWorks. Traditionally, when business is won in Daylite or another system, someone would have to re-key all the details into an accounting system. Not only is this error prone, but it is very expensive in terms of time. Eliminate double-entry and save both time and money.

Move contact information back and forth

Send Daylite organizations, each with 2 specially defined contacts, to MoneyWorks and mark them as customers (debtors) or suppliers (creditors). Once the link is established, you can update the records in either direction.

Create a Daylite estimate from products defined in MoneyWorks

No need to import your product list, simply add them to the Daylite from MoneyWorks directly. Using opportunities in Daylite, track the estimate to victory and then send that won estimate to MoneyWorks as an order. Then fulfill the order using your standard MoneyWorks procedures.

Implementing the connector

Daylite 3.7 includes help files that specify how to setup the MoneyWorks connector. You can follow those steps or you can engage one of our partners to do it for you. The choice is yours.

System requirements

• MoneyWorks Gold or Data Center 5.1 or higher
• Daylite 3.7 or higher
• Mac OS X 10.4.9 or higher or 10.5.1 or higher

Try it for 21 days or buy the Moneyworks connector, minimize double-entry and optimize your business.