Testimonial
Job Shop Software with QuickBooks Integration for Automating Accounting
Identity & metadata
Video title
Job Shop Software with QuickBooks Integration for Automating Accounting
Customer name
Anchor Bay Powder Coat
Title & company
Sarah Thomas, Office Manager, Anchor Bay Powder Coat
Date recorded
2024
Product/feature
Steelhead ERP; QuickBooks integration; invoicing; traceability; document management
One-sentence summary
Anchor Bay Powder Coat improved efficiency by centralizing documents, automating QuickBooks invoicing, and gaining full traceability with Steelhead.
Problem described
As the business grew, paper-based processes became inefficient and made it difficult to manage documents, track jobs, and handle administrative work quickly.
Solution described
Steelhead gave the team one place for documents, automated invoice flow into QuickBooks, and created end-to-end traceability for each job and operator action.
Quantified outcomes
• Faster document retrieval
• Automated invoice sync to QuickBooks
• Visibility into email opens and invoice delivery
• Real-time traceability through every production step
• Automated invoice sync to QuickBooks
• Visibility into email opens and invoice delivery
• Real-time traceability through every production step
Emotional tone
Practical, confident, organized
Full transcript
Speaker labels
Sarah Thomas is identified inline.
Timestamps
Not included for this transcript.
Key quote callouts
[QUOTE] “Steelhead can take my invoicing… and convert it automatically to QuickBooks.”
[QUOTE] “One of the biggest values… is traceability.”
[QUOTE] “Everything is in one place.”
[QUOTE] “It’s very easy to use.”
[QUOTE] “One of the biggest values… is traceability.”
[QUOTE] “Everything is in one place.”
[QUOTE] “It’s very easy to use.”
Filler/redaction notes
Transcript reflects provided spoken dialogue with no timestamps.
Transcript
Sarah Thomas, Office Manager, Anchor Bay Powder Coat
My name is Sarah Thomas, and I am the office manager at Anchor Bay Powder Coat, and our plant runs on Steelhead. I handle all the administrative duties here, anything from financial to HR to customer relations.
We needed to improve the systems we were using as we grew larger because it just got to be too much. We had too much paper sitting everywhere, and to try to file through all of that to find what you need just isn't very time efficient. So, by having Steelhead and being able to put all the documents that we need in one place, to be able to locate them and find them as quickly as possible, has helped us a lot.
I like that Steelhead can take my invoicing that I do in their software programming and convert it automatically to QuickBooks. I'm able to also see when the customers are emailed their invoices and when the customers have opened the invoices, and also I can tell when the invoice itself gets sent over to QuickBooks.
One of the biggest values I think Steelhead provides for us is traceability—to be able to see the job move through each step and to be able to tell which employee moved it through the steps. So, if we need to find out if something was done correctly, we can always look back and see which operator moved the part and make sure that the processes are done correctly.
It's very easy to use. I didn't have a hard time learning it. Once you do it a few times, you can do it quickly, and everything is in one place.
My name is Sarah Thomas, and I am the office manager at Anchor Bay Powder Coat, and our plant runs on Steelhead. I handle all the administrative duties here, anything from financial to HR to customer relations.
We needed to improve the systems we were using as we grew larger because it just got to be too much. We had too much paper sitting everywhere, and to try to file through all of that to find what you need just isn't very time efficient. So, by having Steelhead and being able to put all the documents that we need in one place, to be able to locate them and find them as quickly as possible, has helped us a lot.
I like that Steelhead can take my invoicing that I do in their software programming and convert it automatically to QuickBooks. I'm able to also see when the customers are emailed their invoices and when the customers have opened the invoices, and also I can tell when the invoice itself gets sent over to QuickBooks.
One of the biggest values I think Steelhead provides for us is traceability—to be able to see the job move through each step and to be able to tell which employee moved it through the steps. So, if we need to find out if something was done correctly, we can always look back and see which operator moved the part and make sure that the processes are done correctly.
It's very easy to use. I didn't have a hard time learning it. Once you do it a few times, you can do it quickly, and everything is in one place.
Taxonomy tags
Industry
Powder Coating; Manufacturing; Metal Finishing
Company size
SMB
Use case
QuickBooks integration; invoicing; traceability; document management
Stage of journey
Post-purchase / Advocacy